What are the responsibilities and job description for the Managing Director, Family Office position at Trust Point Inc.?
Discover the Difference. Experience Our Culture. Join the Trust Point Team.
Trust Point Inc., proudly recognized by the Business Intelligence Group as a "Best Place to Work" for the 8th consecutive year, is seeking an experienced and client-focused Managing Director, Family Office to join our team in Minneapolis, MN. This is a full-time leadership opportunity for a dynamic professional passionate about relationship management, team development, and strategic growth.
Why Trust Point?
At Trust Point, we've been delivering trusted financial services for over a century. Our commitment to excellence and personalized service has made us a valued partner to individuals, families, businesses, and charitable organizations. Our people are our greatest asset, and we pride ourselves on fostering a collaborative, supportive culture where every voice is heard and every team member is empowered to grow.
We're not just a workplace-we're a community. Our open-door leadership, inclusive environment, and year-round appreciation initiatives are just a few of the reasons our employees choose to build their careers with us.
Learn more about our culture here: Trust Point Culture Video
What We Offer:
- Comprehensive benefits including medical, dental, life, and long-term disability insurance
- Exceptional 401(k) and profit-sharing plan
- A collaborative environment
- Opportunity to grow with a growing company offering continuous learning opportunities
What You'll Do:
As Managing Director, you will provide leadership to our Family Office team while building and strengthening client relationships. You will ensure the highest standard of client service, compliance, and revenue growth through the following areas of responsibility:
- Lead and mentor a high-performing team, fostering a collaborative and client-focused culture.
- Manage complex client relationships with ultra-high-net-worth individuals and families, delivering customized fiduciary and wealth solutions.
- Assist clients with estate planning, trust administration, and retirement plan strategies.
- Ensure regulatory compliance and operational excellence across all accounts.
- Collaborate with internal teams and clients' external advisors to deliver seamless, holistic service.
- Contribute to long-term strategic planning and departmental success
Qualifications:
- Bachelor's degree required; Business, Accounting, Finance preferred
- 5–10 years of relevant experience in fiduciary services, wealth management, or a related field
- Minimum 5 years of leadership or management experience preferred
- Professional certifications (JD, CPA, CFP, CTFA) strongly preferred; willingness to pursue credentials encouraged
- Proven ability to manage complex client relationships and lead cross-functional teams
WORK SCHEDULE:
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
