Director of Personal Trust Services
capitalfirsttrust
About this role
A Director of Personal Trust Services leads a team to provide expert fiduciary services to clients, manages trust officers and administrators, ensures compliance with regulations, and drives business growth. The role involves overseeing trust accounts, managing human resources, and maintaining the company's reputation for ethical and professional service.
Skills
Qualifications
About capitalfirsttrust
capitalfirsttrust.comCapital First Trust Company is an independent, South Dakota-chartered trust firm dedicated to delivering exceptional client service. It provides fiduciary and trust administration services along with a suite of specialized trusts, including advisor-friendly, settlement preservation, special needs, medical reversionary, and asset-protection trusts. The company supports wealth planning through case management, trusted administration, and concierge services tailored for individuals and financial advisors. With a fiduciary-first approach, Capital First aims to offer reliable, tailored trust solutions across its advisory and client networks.
About capitalfirsttrust
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for capitalfirsttrust.
Salary
$186k – $268k
per year