Senior Trust & Estates Officer
Our client is growing—and they’re looking for a Senior Trust & Estates Officer who thrives at the intersection of fiduciary expertise, sophisticated planning, and high-touch client service. If you enjoy complex trust work, meaningful client relationships, and being treated like a professional (not a revenue quota), this one deserves your attention.
In this role, you’ll administer and service HNW and UHNW individuals and families, with a strong focus on multi-generational wealth transfer, estate and tax planning, and cross-border considerations. The trust work is real and substantive—think Irrevocable Trusts, Revocable Trusts, SNTs, and other advanced structures—not cookie-cutter administration.
What You’ll Be Doing
Serving as a trusted advisor to HNW & UHNW clients and families
Administering complex trust relationships with precision, care, and judgment
Providing thoughtful estate, fiduciary, and tax guidance (you don’t need to be a CPA, just dangerous in a good way)
Onboarding new clients and managing long-term relationships with confidence and polish
Taking on leadership responsibilities as the team and platform continue to grow
What They’re Looking For
8+ years of experience in a trust or fiduciary role
Proven success managing HNW & UHNW client relationships
Strong understanding of estate planning concepts and tax implications
Familiarity with South Dakota trust statutes (or the ability to get comfortable quickly)
Working knowledge of investments and alternatives—you don’t need to be an expert, but you should be able to hold your own in the room
Experience with SEI Trust 3000 and Microsoft products is a plus
Just as important as technical skills: they value professionals who are growth-oriented, adaptable, open, honest, collaborative, and solutions-focused. Translation: good humans who are excellent trust officers.
Why This Role Is Different
No traditional revenue quotas
Salaried position + bonus and strong benefits
High-touch, relationship-driven work
Clear opportunity for future leadership and growth
A firm that believes trust officers should focus on clients—not spreadsheets
Location
This position is based in Sioux Falls, SD or Charlotte, NC, and reports directly to the Chief Fiduciary Officer.
To learn more about our organization please visit us at
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