Wealth Management, Global Head of Trusts and Estates

What you'll do

• Define and execute the global vision, strategy, and multi-year roadmap for the Trust & Estates business.
• Develop and evolve the global operating model to ensure a scalable and cohesive fiduciary offering.
• Provide senior fiduciary leadership and judgment on complex matters involving high-stakes client situations.
• Own the governance framework including account acceptance standards, risk controls, and documentation discipline across jurisdictions.
• Partner with wealth planners to integrate trust and estate solutions into holistic, tax-aware wealth strategies.
• Drive business growth by strengthening the fiduciary value proposition and improving commercial effectiveness through pricing and capacity planning.
• Lead, develop, and retain a global team of fiduciary professionals while building succession depth and performance culture.
• Modernize the operating model through process optimization, technology enablement, and workflow redesign to improve efficiency.

What we're looking for

• Bachelor's degree required.
• J.D. or equivalent advanced legal/technical credential preferred.
• 10–15+ years of relevant fiduciary experience in trusts & estates.
• Proven track record running a complex global business and managing large teams.
• Demonstrated success leading high-judgment businesses serving U/HNW clients across multiple regions.
• Ability to operate at the intersection of fiduciary administration, trust law, and tax considerations across jurisdictions.
• Proven control orientation and governance leadership regarding acceptance, oversight, and documentation rigor.
• Exceptional written and verbal communication skills with executive presence in a matrixed organization.