Senior Trust Officer - Fiduciary Leader for Client Wealth
HighTower Advisors, LLC
Hightower is seeking a Senior Trust Officer in Chicago to administer trust accounts and cultivate relationships with clients and advisors. You will interpret legal documents, ensure fiduciary compliance, and maintain high service levels through research and timely responses. The position requires a decade of trust administration experience, a JD or equivalent education, and strong communication skills. Expect a competitive base salary with discretionary bonus and comprehensive benefits. #J-18808-Ljbffr HighTower Advisors, LLC
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer - Fiduciary Leader for Client Wealth in Brooklyn, NY vacancy
- TIAA is seeking a Sr. Trust Administrator to serve as a subject matter expert on fiduciary matters for high net-worth clients. You will administer Trust accounts, engage with clients... ...collaboration with Portfolio Managers and Wealth Advisors. Strong communication and...Senior
- U.S. Bank is seeking a Trust Manager to lead a team of Trust Officers and Trust Associates within Wealth Trust Services. You will oversee fiduciary administration for trusts, estates, and related accounts, drive client service excellence, and ensure compliant, coordinated...Senior
- Texas Capital Bank seeks an experienced fiduciary services professional to manage administration for assigned accounts, coordinating with beneficiaries, advisors, and legal teams. The role emphasizes prudent decision-making, risk management, and compliance with governing...Senior
- ...and delivering for our clients, teammates, communities... ...is committed to an in-office culture that supports collaboration... ...for managing a book of fiduciary and investment... ...management and trust accounts and working with... ...assisting clients with wealth planning needs, and managing...SeniorWork at officeFlexible hoursShift workDay shift
National Black MBA Association
Brooklyn, NY2 days ago $140k - $150k
...8, Hightower is a wealth management firm that... ...and family offices, as well as 401(k)... ...businesses and help their clients achieve their... ...Future Team Hightower Trust Company is a... ...Company provides fiduciary services and investment... ...What You’ll Do The Senior Trust Officer will...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hoursHighTower Advisors
Brooklyn, NY3 hours ago- Fifth Third Bank is seeking a Senior Trust Advisor in Naples, FL to provide fiduciary leadership and sophisticated trust solutions to high-net-worth clients. You will manage complex trusts, ensure compliance, and collaborate with Private Bank partners to grow relationships...Senior
- ...Dakota, 201 South Phillips Avenue Private Client Assistant Trust Officer - Private Client South Dakota Trust... ...goals, while preserving family wealth in perpetuity. The Assistant Trust Officer... ...with legal, regulatory, and fiduciary standards. Liaise with clients, beneficiaries...Flexible hours
- Nuveen is seeking a Trust Administrator to serve as a subject matter expert on fiduciary matters, focusing on growth, retention and client satisfaction for high net-worth clients. You will interact... ...with Portfolio Managers and Wealth Advisors to deliver #J-18808-Ljbffr...Senior
- TIAA, together with Nuveen, seeks a Lead Trust Administrator to lead a team... ...administering trusts and estates for affluent clients. You will guide fiduciary decisions, ensure compliance with risk controls, and collaborate with Wealth Advisors to grow key client...Senior
- TIAA is seeking a Lead Trust Administrator in Charlotte to lead a team of Trust... ...serving affluent and high-net-worth clients. You will guide fiduciary strategy, develop processes, and ensure... ...client outcomes while partnering with Wealth Advisors. The role emphasizes...Senior
$130k - $160k
...in 1882 as the family office of John D. Rockefeller,... ...oversees $224 billion in client assets as of June 30, 2... ...Team is seeking a senior Compliance professional... ...Experience with retail wealth management, brokerage products... ...LLC, Rockefeller Trust Company, N.A., The Rockefeller...SeniorWork at officeLocal area- Trust Officer role at BOK Financial Corporation in Topeka, KS oversees personal trust, custody, estate and IRA accounts within fiduciary standards and policy. You will administer accounts, build client relationships, and coordinate with advisors while ensuring compliance...
- ...in Costa Mesa, California, seeks a Senior Attorney to lead complex private wealth disputes, mentor junior lawyers,... ...practice for sophisticated Orange County clients. You will work closely with the... ..., and matter leadership in a trusted, equity-focused environment. You do...Senior
- Fifth Third is seeking a Wealth Management Advisor II to act as trusted advisor and coordinator for Private Bank clients in Cincinnati. You will collaborate with specialists to deliver wealth planning, investments, and risk management while maintaining service standards...SeniorPrivate practice
- ...SVA’s HNW/Trust & Estates Managers partner with business owners,... ...You will engage directly with clients to inform and guide decision-making... ...collaborating with internal leaders on client relationship... ...remote or hybrid options and offices in select locations. #J-18808-...SeniorFull timePart timeSeasonal workRemote workFlexible hours
SVA Inc
Brooklyn, NY3 days ago $300k - $400k
...years of estate planning to join its Private Client practice. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high net worth... ...individuals and families on complex estate and fiduciary tax matters. Candidates must be licensed to practice...SeniorPrivate practice- ...experienced Relationship Manager to build and maintain strong client partnerships in the retirement/401(k) space. You will lead internal... ...to obtain Series 7 and 63, and can collaborate across service teams to support fiduciary duties and client #J-18808-Ljbffr JobtailorSenior
- PNC Financial Services Group, Inc. is seeking a wealth strategist to develop, consult on, and implement tax, estate and financial plans for clients. The role collaborates with planning resources on complex matters and helps acquire new clients. You will retain and grow...Senior
- ...Group, Inc. seeks an experienced Fiduciary Advisor to support complex fiduciary accounts, execute trust and planning documents, and... ...requires strong risk management and client communication. Based in... ...client solutions within an in-office environment. #J-18808-Ljbffr...SeniorWork at office
- ...(in days) to receive an alert: Trust Officer Location: Topeka -TOPE Areas of Interest: Wealth Management; Trust Pay Transparency... ...BOK Financial has been helping clients achieve their financial goals... ...portfolio management and fiduciary tax services, we deliver personalized...Local areaWorldwide
- Huntington Wealth Planning is seeking a Wealth Planner to lead sophisticated planning engagements for high-net-worth clients. The role partners with Wealth Advisors to translate client goals... .... This role supports a hybrid office/work-from-home arrangement. #J-18808...SeniorWork at officeWork from home
- EP Wealth Advisors is a wealth management advisory firm seeking a Vice President, Client Development in the Tampa, FL area. The role focuses on driving organic growth by developing strategic referral partnerships, engaging high-net-worth clients, and collaborating with...
- Pathstone is hiring an Associate Director, Client Advisory in San Francisco to deliver comprehensive wealth management solutions to UHNW families and institutions. You will partner with Directors and_MD s to manage client relationships, implement investment guidance, and...Senior
- EP Wealth Advisors, LLC is seeking a Senior Financial Planner to partner with advisors in delivering tailored financial plans for high‑net‑worth clients in Utah. You will manage relationships, oversee planning processes, and contribute to service offerings. Collaboration...Senior
- Northern Trust Corp seeks a Relationship Advisor in Houston to manage fiduciary and agency client relationships, delivering high-quality fiduciary services in collaboration with... .... You will guide clients on goals-based wealth management and coordinate with internal resources...Senior
- JTC Group in Boston, MA is seeking a Sr. Administrator to support Client Services, delivering excellent customer service and guiding... ...procedures and process improvements. The role includes administering trust and escrow, and Like Kind Exchange administration, with emphasis...Senior
- Cerity Partners in El Segundo, CA is seeking a Wealth Advisor to manage key client relationships, develop personalized wealth plans, and grow assets under management. You will lead client meetings, onboard new relationships, and collaborate across tax, legal, and investment...Senior
- Aspiriant is seeking a Senior Associate in Wealth Management to support our Exclusive Family Office in Irvine, CA. You will assist Wealth Management Managers and Directors... ...Services. You will sometimes interact with clients, vendors, and advisors as part of the client service...SeniorWork at office
- ...businesses and their leaders. Our depth of... ...that works for our clients, with highly experienced... ...all aspects of fiduciary administration for... ..., customer’s trusted advisors, and the... ...influence at more senior levels of the organization... ...in Dallas with offices in Austin, Fort...Work experience placementImmediate startDay shift
Texas Capital Bank
Brooklyn, NY3 days ago - McKinsey & Company in North America is seeking a senior contributor to shape and execute the client activation agenda within the GEM/EPNG sectors. You will partner with practice leadership to connect priority client themes with firm capabilities and leverage distinctive...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Officer - Fiduciary Leader for Client Wealth. Be the first to apply!
Related searches
- key team leader Brooklyn, NY
- after school program leader Brooklyn, NY
- compliance team leader Brooklyn, NY
- business analyst team leader Brooklyn, NY
- team leader day shift Brooklyn, NY
- assistant team manager Brooklyn, NY
- worship leader Brooklyn, NY
- focus group leader Brooklyn, NY
- team lead data science Brooklyn, NY
- disability team leader Brooklyn, NY