4657 - Director of Business Development - Trust Services

The Director of Business Development is a senior client-facing professional within the firm's trust company responsible for business development, relationship management, and delivery of integrated wealth and fiduciary solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families.

This role requires demonstrated ability to generate, develop and transition new fiduciary client relationships, and partner effectively with attorneys and Trust Company staff. The Director of Business Development serves as the primary relationship lead, providing strategic wealth guidance while coordinating investment implementation and fiduciary services across internal teams. A hybrid work schedule is available for this position.

Reporting Relationship: This position reports directly to the CEO, Nixon Peabody Trust Company.

Location: Boston, MA

Job Responsibilities:

Business Development & Growth

• Develop and execute plans to grow trust, fiduciary, custody, and investment management services offered by the Trust Company.
• Develop and strengthen referral relationships with firm attorneys and internal stakeholders.
• Build and maintain external centers of influence (COI) networks consistent with firm policies regarding referrals, marketing, and conflicts management.
• Represent the trust company through client events, educational programs, and thought leadership initiatives.

Relationship Management & Client Experience

• Deliver a high-touch service experience consistent with the standards of a professional service organization.
• Lead client discovery conversations to identify objectives, priorities, and planning needs.
• Coordinate service delivery across investments, trust administration, and legal professionals.
• Manage client meeting cadence, agendas, follow-up items, and ongoing stakeholder communication across complex family structures, trusts, entities, and foundations.
• Identify opportunities to deepen and expand multigenerational client relationships.

Fiduciary Advisory & Attorney Partnership

• Identify fiduciary and trust planning opportunities and collaborate with attorneys and trust professionals to structure appropriate solutions.
• Support onboarding and implementation of new trust relationships, including intake, account acceptance, and coordination with fiduciary administration teams.
• Ensure alignment with governing documents, fiduciary standards, and applicable regulatory requirements.

Investment Guidance & Coordination

• Provide strategic investment guidance related to risk tolerance, asset allocation, liquidity planning, concentrated positions, and tax-aware investment considerations.
• Translate client objectives into actionable portfolio strategies in partnership with the CIO and investment team.
• Communicate investment strategy, performance, and planning implications clearly and effectively to clients.
• Identify investment-related planning opportunities, including charitable strategies, liquidity events, and trust distribution coordination.

Risk Management & Professional Standards

• Maintain thorough documentation of client objectives, recommendations, and action items.
• Ensure appropriate disclosures, engagement documentation, and clarity regarding legal, fiduciary, and investment roles.
• Identify and escalate conflicts of interest and professional responsibility matters through appropriate internal channels.
• Adhere to all applicable compliance, privacy, recordkeeping, and regulatory requirements.

To perform this job successfully, you must be able to perform each essential job responsibility listed above, satisfactorily. Nixon Peabody retains the right to change or assign other duties to this position. The requirements listed below are representative of the skills and abilities required.

• 10+ years of experience in fiduciary wealth management, private client advisory, trust services, family office, or related HNW/UHNW advisory roles.
• Bachelor's Degree required. Graduate Degree preferred. Work experience in lieu of a degree will be considered.
• CFP and/or CFA preferred
• JD helpful but not required
• Demonstrated success in business development and asset gathering, including the ability to transition or originate client relationships.
• Experience working with Trust and Estates attorneys and planning professionals, tax planning, trust structures, and complex family dynamics.
• Strong consultative communication skills and executive presence.
• Ability to operate effectively within a collaborative professional-services environment.
• Knowledge of trust, estate, and fiduciary structures
• Investment communication and strategic planning
• Professional judgment, discretion, and risk awareness
• Strong organizational and documentation discipline

Nixon Peabody LLP is an Equal Opportunity / Affirmative Action Employer: Disability / Veteran. Nixon Peabody is committed to creating a fair workplace and does not discriminate against any employee or applicant for employment because of race, creed, color, national origin, sex, age, disability, marital status, sexual orientation, citizenship status, or any other characteristic protected by applicable law.

To comply with Federal law, Nixon Peabody participates in E-Verify. All newly-hired employees are verified through this electronic system established by the Department of Homeland Security (DHS) and the Social Security Administration (SSA) to confirm their identity and employment eligibility. Please refer to the Notice of E-Verify Participation and the Right to Work posters on the Nixon Peabody Careers page for more information.

In accordance with applicable Federal and State laws, the anticipated annual base salary range for this position, depending on location, is as follows: Boston, MA: $163,500 to $251,900

In addition to a standard benefits package, this role may be eligible for additional contingent compensation based on an array of factors, including but not limited to: work performance, geographic location, work experience, education, and qualifications. Because such contingent compensation is not yet calculable or may be zero ($0) in some circumstances, the above-listed salary range is Nixon Peabody's good faith estimate of the annual salary it reasonably expects to pay for the position at the time of this posting.

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