About this opportunity
New Covenant Trust Company lists this Senior Trust Officer & Team Lead opportunity in township of jeffersonville, Indiana. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Trust Officer & Team Lead | Jeffersonville, IN (Hybrid)
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
New Covenant Trust Company (NCTC) is a full-service trust, investment management, and financial planning firm, and a subsidiary of the Presbyterian Foundation, a charitable foundation with roots stretching back over 200 years. We help churches, church institutions, and individual church members act as faithful stewards of their investments. Our assets under management have grown from $47 million to over $900 million over the past decade, and we're continuing to expand.
We're looking for a Senior Trust Officer & Team Lead to lead our Trust Officer team and oversee trust administration activities nationally, covering charitable trusts, personal trusts, IRAs, and investment management accounts.
What you'll do:
Lead, supervise, and support a team of Trust Officers
Set team and individual performance goals and track outcomes
Partner with our Client Engagement team on new business acceptance and onboarding
Help shape the policies and procedures behind our trust operations
Serve as an alternate point of contact for select client relationships
What you'll bring:
Juris Doctor (JD) required
5+ years of experience in a trust company or trust and estate planning practice
Strong knowledge of trust, IRA, and investment management law and regulation
Expertise in estate planning, trust taxation, and charitable giving strategies
Demonstrated leadership ability and strategic vision
LLM, CPA, or CTFA a plus (LLM or CPA holders are eligible for a hiring bonus)
Compensation:
$150,000-$175,000 base, plus a hiring bonus of up to $15,000 for candidates holding an active LLM or CPA. Beyond salary, this role includes a strong benefits package: five weeks of paid time off starting day one (separate from our full holiday calendar), family health insurance valued at over $30,000 annually with minimal employee cost, a pension plan, and paid FMLA. xzgxqkn
This is a hybrid role based in Jeffersonville, IN (Louisville metro), and we're also open to candidates in the Indianapolis, Cincinnati, or Nashville areas.
View the full job description:
Worksite address
township of jeffersonville, IN, 47144, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.