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Lead Trust Officer

Wilmington, DE

Piper Companies Logo

Job Id:
153090

Job Category:

Job Location:
Wilmington, DE

Security Clearance:
No Clearance

Business Unit:
Piper Companies

Division:
Piper Enterprise Solutions

Position Owner:
Kara Grebe

Piper Company is seeking a highly experienced and motivated Lead Trust Officer (LTO) to join a team in Wilmington, DE for a hybrid position. This leadership role is ideal for a seasoned trust professional who thrives in a fast-paced environment and is passionate about delivering high-quality fiduciary services and solutions.


Responsibilities of the Lead Trust Officer:

  • Lead and mentor a team of Trust Officers and Trust Administrators
  • Manage complex projects and initiatives across the trust group
  • Administer a book of personal trust accounts, ensuring accuracy and compliance
  • Develop and maintain strong relationships with financial advisors, investment managers, trust clients, and beneficiaries
  • Ensure compliance with company policies and all applicable state and federal banking regulations
  • Collaborate cross-functionally to support business growth and operational excellence
  • Demonstrate discipline, effort, and adaptability in a dynamic and growth-oriented environment

Qualifications for the Lead Trust Officer:

  • Bachelor’s degree required
  • 7+ years of experience in personal trust administration or fiduciary services
  • Proven leadership experience managing teams and projects
  • Strong knowledge of fiduciary law, trust documentation, and regulatory compliance
  • Proficiency in Microsoft Excel and other relevant tools
  • Excellent communication, organizational, and relationship management skills
  • CTFA certification preferred

Compensation & Benefits for the Lead Trust Officer:

  • Salary: $140,000-$150,000
  • Comprehensive Benefits: Medical, Dental, Vision, 401(k), Paid Time Off
  • Work Schedule: Hybrid (3 days onsite in Wilmington, DE)

This job opens for applications on 10/27/2025. Applications for this job will be accepted for at least 30 days from the posting date.



Keywords:

Lead Trust Officer, Personal Trust, Fiduciary Services, Trust Management, Trust Compliance, CTFA, Trust Officer, Trust Administrator, Estate Planning, Wealth Management, Financial Advisors, Investment Advisors, Trust Clients, Trust Beneficiaries, Banking Regulations, OCC Compliance, Trust Documentation, Relationship Management, Client Service, Regulatory Compliance, Trust Law, Wilmington DE, Hybrid Role, Financial Services, Trust Operations, Project Management, Excel, Leadership, Team Management, Fast-Paced Environment, Growth-Oriented Company


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