Director of Personal Trust Services

Harrison Gray Search has partnered with a trust Company founded on a commitment to provide their clients with exceptional customer service to find their next Director of Trust Services in Milwaukee.

This position reports to the Chief Fiduciary Officer and plays a vital role on the leadership team, focusing on driving revenue growth, increasing assets, and strengthening the company’s reputation. The Director must be a proactive and motivated professional committed to establishing the organization as a trusted and ethical fiduciary. Additionally, this role requires serving as a role model in exemplifying the company’s values and mission.

Role Responsibilities:

• Leads and manages a team of Trust Officers and Administrators to deliver exceptional client service, ensure compliance with trust agreements and regulations, and oversee transitions, tax letters, account reviews, and trust terminations.
• Supports business development efforts by collaborating with financial consultants and prospective clients, participating in meetings, and administering a select portfolio of trust accounts.
• Provides leadership on committees, guides discussions on trust administration, and takes on special projects or additional responsibilities as needed.
• Recruits, trains, and develops talent to achieve company objectives, setting workload expectations, performance standards, and individual growth goals while providing coaching and ongoing support to enhance skills and prepare employees for promotion.
• Manages team operations, including work schedules, Paid Time Off, and performance reviews, ensuring a professional work environment. Addresses performance or behavioral issues in collaboration with senior management and HR, implementing improvement plans or other corrective actions as needed.

Successful Candidates Will Bring Strong:

• Leadership:
• Inspires confidence and accountability in employees, delegating effectively and fostering adaptability and integrity.
• Anticipates and addresses management challenges with innovative solutions, working independently as part of the Senior Management Team.
• Communication:
• Demonstrates excellent verbal, written, and interpersonal communication skills with clients, attorneys, advisors, and third parties.
• Speaks confidently and listens actively, ensuring professional and effective exchanges.
• Technical Proficiency:
• Proficient with trust accounting software, Microsoft Office, and collaboration tools; quickly adapts to new technologies and maintains robust information security practices.
• Organization:
• Manages competing priorities and deadlines with superior time-management skills, ensuring quality and accuracy.
• Judgment/Risk Management:
• Balances conflicting interests among trust clients, evaluates potential business risks, and makes practical, forward-looking decisions to support the company’s growth.
• Recognizes and mitigates information security threats and communicates decisions effectively.

Qualifications:

• Candidates must have 10 years of experience in the administration of Settlement, Directed Trusts, and/or wealth management accounts, along with knowledge of Settlement Trust negotiation and funding, trust planning, and familiarity with estate planning, as well as personal tax and financial planning.
• Bachelor's degree required
• Ability to travel on an as-needed basis.
• Should be capable of devising solutions, exploring alternatives, setting clear objectives, evaluating probabilities, formulating complex strategies, identifying discrepancies, and navigating organizational and process changes effectively.