Director of Personal Trust Services

Company: Harrison Gray Search & Consulting
Location: Milwaukee
Posted on: February 13, 2026

Job Description:

Job Description Job Description The Opportunity Our client, a specialized financial services firm, is seeking a high-level Director of Personal Trust Services to join their senior leadership team. Reporting directly to the Chief Fiduciary Officer, this individual will play a pivotal role in managing a dedicated team while driving the growth of assets, revenue, and the firm's professional reputation. What You Can Expect Team Leadership & Development Provide direct management for a team of Trust Officers and Administrators to ensure premier client service. Act as a coach and mentor, fostering a culture of professional growth and building a talent pipeline. Oversee personnel matters, including performance reviews, workload distribution, and professional training. Lead team-building initiatives to maintain a cohesive, high-performing environment during organizational transitions. Fiduciary Administration & Oversight Ensure all appointments are administered in strict accordance with governing agreements and applicable state and federal regulations. Manage a select portfolio of complex trust accounts (Settlement, Directed, and Wealth Management). Provide oversight for critical administrative cycles, including tax reporting, court accountings, and annual account reviews. Facilitate the smooth transition of new accounts from the onboarding phase to long-term administration. Strategic Operations & Risk Management Serve as a key member or Chair of the Trust Committee, leading discussions on account acceptance and discretionary distributions. Identify and mitigate administrative risks by resolving client concerns and managing sensitive "watch list" accounts. Collaborate with business development teams to assess the risk and complexity of prospective new business. What You Bring Required Professional Experience Trust Expertise: A minimum of 10 years of experience in professional trust administration is mandatory. Management History: At least 5 years of experience in a formal management or supervisory capacity. Technical Knowledge: Deep familiarity with Settlement Trusts, Directed Trusts, and sophisticated estate planning techniques. Education: A Bachelor’s degree is required. Preferred Qualifications Advanced Credentials: Professional designations such as a Juris Doctor (JD) or Certified Trust and Financial Advisor (CTFA) are highly desirable but not required. Team Dynamics: Proven ability to manage a diverse team, ranging from seasoned veterans to those newer to the industry. Key Competencies Adaptability: Ability to thrive in a fast-paced environment with significant internal movement. Interpersonal Skills: Exceptional communication skills with the ability to represent the firm to attorneys, advisors, and high-net-worth clients. Compensation & Logistics Strong base compensation ($140k-$160k) with competitive bonus structure. Relocation assistance available if needed

Keywords: Harrison Gray Search & Consulting, Kenosha , Director of Personal Trust Services, Accounting, Auditing , Milwaukee, Wisconsin