Senior Director, HNW Trust Segment

The Sr. Director oversees governance routines supporting trust product lifecycle management, administration standards, account service models, affiliated partner support, client experience monitoring, and fiduciary risk oversight across assigned segments. The role establishes annual priorities and operating objectives for key client segments, including the Core and High Net Worth businesses, while identifying opportunities to develop and scale future segment offerings that align with the Trust Company’s strategic direction.

Working across advisors, legal, risk, marketing, brand, compliance, product, operations, service, investment, and trust administration teams, the Sr. Director drives cross-functional execution to resolve systemic challenges, strengthen trust delivery, improve client and business outcomes, and ensure consistent execution of fiduciary obligations. The role also ensures management reporting and governance routines provide timely visibility into segment growth, trust performance, control effectiveness, fiduciary issues, service quality, and business results, enabling informed decision-making and continuous improvement across the Trust Company.

Primary Enterprise Accountabilities

• Lead Trust Company client segment strategy, planning, and execution, translating enterprise priorities into growth, service, fiduciary, and operating objectives.

• Oversee the performance, evolution, and scalability of Core, High Net Worth, and emerging trust client segments.

• Establish governance, risk, and performance frameworks that provide visibility into client outcomes, fiduciary quality, operational effectiveness, and business results.

• Drive cross-functional execution across business, risk, legal, compliance, operations, investment, and service teams to deliver segment priorities and resolve systemic challenges.

• Identify and execute opportunities to enhance client experience, operating efficiency, business growth, and segment innovation.

• Leverage market insights, performance reporting, and industry trends to inform strategic decisions and future segment development.

Expected Leadership Outcomes

• Sustainable growth, profitability, and strategic expansion of Trust Company client segments.

• Clear segment strategies supported by aligned service, administration, and investment delivery models.

• Strong governance and risk management practices with executive visibility into fiduciary, operational, and business performance.

• Enhanced client experience, service consistency, and trust delivery across segment offerings.

• Effective cross-functional execution that improves scalability, accountability, and organizational alignment.

• Increased readiness to develop, launch, and scale future trust segment offerings in response to evolving client and market needs.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics, Law, Wealth Management, or a related field required.

• Master’s degree (MBA, Finance, or related discipline) preferred.

• Professional trust, fiduciary, wealth management, or financial services designation preferred (CTFA, CFP®, CFA®, CPA, JD, or equivalent).