Director, Trust Management CAO

Opportunity Overview

The Chief Administration Officer provides enterprise leadership for the Trust Company’s administration and operating model, translating trust strategy into coordinated plans for account administration, governance, , and partner support. The role establishes and oversees operating routines across the trust lifecycle to promote timely, consistent, and well-documented administration and fiduciary decisions. The Chief Administration Officer leads the resolution of complex business, control, service, and partner issues that may affect trust quality, regulatory readiness, operational resilience, or client experience, and sponsors improvements that strengthen documentation, process scalability, governance evidence, and cross-functional coordination. In close partnership with investment, risk, legal, compliance, operations, technology, and client-facing/segment leaders, the role ensures that administrative practices remain aligned with fiduciary obligations, enterprise standards, and the Trust Company’s strategic priorities.

Primary Enterprise Accountabilities

• Translate Trust Company strategy into integrated administration, governance, and operating plans across assigned businesses and workstreams.
• Oversee trust lifecycle routines, including account acceptance policy, onboarding policies, administration policies, discretionary decision support, reviews, exceptions, issue escalation, and account termination.
• Establish clear decision rights, service expectations, governance forums, management information, and escalation pathways across trust administration teams and partners.
• Drive timely resolution of business, operational, control, documentation, and service issues, balancing fiduciary responsibilities, client needs, risk considerations, and execution feasibility.
• Sponsor process simplification, standardization, automation, capacity improvements, and controls that support scalable and sustainable growth.
• Promote consistent fiduciary judgment, role clarity, talent capability, and accountability across trust administration leadership and teams.

Expected Leadership Outcomes

• Consistent, high-quality administration and fiduciary execution across the trust lifecycle.
• Demonstrable regulatory readiness supported by clear governance evidence and disciplined issue management.
• Scalable operating practices that improve service, capacity, control effectiveness, and partner coordination.
• Timely executive visibility to material risks, service concerns, operating trends, and strategic decisions.

Position Requirements

• Bachelor's degree in business, Finance, Accounting, Economics, Law, Wealth Management, Organizational Leadership, or a related discipline required.
• Advanced degree preferred (MBA, Master's in finance, Juris Doctor, or related field).
• Professional trust, fiduciary, wealth management, risk, or financial services designation preferred (CTFA, CFP®, CFA®, CPA, CRCM, or equivalent).
• Demonstrated knowledge of trust administration, fiduciary governance, regulatory requirements, risk management, and financial services operating models.
• Continuing education and professional development in trust, fiduciary, regulatory, governance, or operational leadership disciplines strongly preferred.

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. 

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. 

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

EEO Statement

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.