Senior Trust Officer & Team Lead | Jeffersonville, IN (Hybrid)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 visionLLM, CPA, or CTFA a plus (LLM or CPA holders are eligible for a hiring bonus)
Compensation:
$125,000-$135,000 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.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: https://newcovenanttrust.com/join-our-team/
