Senior Trust Manager — Fiduciary & Client Advisor
Plante Moran Trust
Plante Moran Trust in Chicago is seeking a Personal Trust Account Administrator responsible for managing various trust accounts and maintaining client relationships. Ideal candidates will have a Bachelor's degree in Business with 4-6 years of relevant experience in personal trust administration or financial planning. This role requires problem-solving and communication skills to effectively manage client trust issues. The position offers a comprehensive benefits package, including health insurance and a discretionary bonus plan. #J-18808-Ljbffr Plante Moran Trust
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$130k - $160k
A leading law firm in Chicago is seeking a Fiduciary Accountant responsible for trust and estate accounting tasks, including tax return preparation and client interaction. This role, which allows hybrid working, requires a bachelor's degree and significant experience. The...Senior$140k - $150k
Hightower Advisors is seeking a Senior Trust Officer to administer trust accounts and collaborate with clients and advisors. This role requires a minimum of 10 years of trust administration... ...adept at navigating the RIA and wealth management environments. The position offers a...SeniorFlexible hours- ...provide alternative investment management, trust services and integrated... ...days remote. THE POSITION The Senior Trust Administrator will... ...), ensuring compliance with fiduciary standards, legal requirements... ...: Lead specified trust and client relationships, including oversight...SeniorWork at officeRemote workFlexible hours
$140k - $150k
HighTower Advisors, LLC is looking for a Senior Trust Officer based in Chicago, IL. The candidate should have over 10 years of experience in... ...years as a trust officer. Responsibilities include managing trust accounts, client relations, and ensuring legal compliance. We...SeniorFlexible hours$76k - $125.3k
...Opportunity When you join our Fiduciary/Trust Tax Services team, you’ll... ...experience in assisting clients in meeting their business objectives... ...will serve as a trusted advisor and role model for our... ...at recommendations. Support managers, senior managers and PPEDs with reconciling...SeniorContract workSummer holidayFlexible hours$76k - $125.3k
...side with a range of clients from our most... ...Wealth and Asset Management, Insurance, and Real... ...institutions are trusted and flourish, and... ...When you join our Fiduciary/Trust Tax Services... ...Support managers, senior managers and PPEDs... ...status as a trusted advisor to maintain and further...SeniorContract workSummer holidayFlexible hours- Northern Trust is seeking a Senior Relationship / Trust Advisor in Chicago to manage complex wealth management client relationships. In this role, you will ensure client satisfaction... ...net worth clients, and is skilled in fiduciary practices and financial products. A comprehensive...Senior
- LHH is seeking an experienced Trust & Estate Paralegal in Chicago... ...team. The role focuses on managing probate administration and assisting... ...with tax matters in a client-focused environment. Ideal candidates... ..., and strong knowledge of fiduciary accounting and tax filings....Senior
$114.5k - $194.7k
Northern Trust Corp is seeking a Relationship/Trust Advisor in Chicago for managing high net worth client relationships. This role involves providing fiduciary and administrative services while ensuring client satisfaction through effective communication and collaboration...Senior$146k - $200k
...Tax Senior Manager, Private Client Services Chicago, IL, United States and 5 more Job Description Job Summary... ...aspects of estate, income, gift, and trust tax consulting and compliance;... ...recommendations for PCS leadership, clients, and advisors Expands their understanding of tax...SeniorPrivate practiceWork at office- EY is looking for a qualified professional to join our Fiduciary/Trust Tax Services team in Chicago. This position involves assisting clients with tax-related inquiries and preparing complex tax returns. Ideal candidates will possess a Bachelor's degree and at least 2...SeniorFlexible hours
$110k - $180k
...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin, IL.. We are looking... ...K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities. Directly...SeniorTemporary workPrivate practiceWork at officeLocal area$164.6k - $288k
Northern Trust is seeking a Senior Product Manager for Digital Client Experience in Chicago, Illinois. This role is pivotal in shaping the digital journey within Asset Servicing, ensuring strategies are aligned with client needs and business objectives. The incoming manager...Senior$94.56k - $160.73k
Senior Marketing Manager, Client Solutions Morningstar is a global leader in independent investment research, data,... ...countries. We empower financial professionals — advisors, asset managers, and institutional investors — with trusted insights and tools. The Role We are...SeniorTemporary workWork at officeFlexible hours- A family office in downtown Chicago is seeking a Senior Trust Administrator to support family trusts and the operations... ...private trust company. This role includes managing relationships, ensuring compliance with fiduciary standards, and collaborating with internal teams...SeniorWork at officeRemote work
$150k - $175k
We have an exciting opportunity for a Senior Manager, Client Development - Pitch and Proposal at Eversheds... ...and Proposal Manager is a strategic advisor and operator within the Client... ...and influence outcomes Function as a trusted advisor to leadership throughout the firm...SeniorWork at office3 days per week- ...Chicago, IL is seeking an experienced Tax Manager to lead a broad portfolio of tax... ...types including S corps, C corps, estates, trusts, gifts, nonprofits, and individuals. CPA... ...current on tax changes, and provide strategic client guidance while driving efficiency and firm...Senior
$164.6k - $288k
Senior Product Manager, Digital Client Experience The Senior Product Manager, Digital Client Experience is a senior individual contributed role responsible... ...‑based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status...SeniorVisa sponsorshipWork visa$154k - $219k
...ordinary, working with extraordinary clients spanning every industry, regardless of... ...you flourish as leaders, colleagues and trusted advisors. We equip you with world-class... ...the story of your success! The Role Senior Managers in our Private Client Services (PCS) practice...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...difference and succeed together. We’re seeking a dynamic Senior Project Manager to join our Client Change Management team, part of Client Connectivity... ...maintain strong client relationships, acting as a trusted advisor Serve as a bridge between technical and non-technical...Senior
- ...Okta is seeking an experienced Auth0 Trust Incident Manager to handle incident management processes and ensure high visibility for both internal and external stakeholders. This role involves effective communication with executive teams and managing customer communications...Senior
$164.6k - $288k
...About Northern Trust: Northern Trust, a Fortune... ...world's most sophisticated clients using leading technology... ...exceptional service. SENIOR RELATIONSHIP/TRUST ADVISOR, WEALTH MANAGEMENT OH: R153403 The... ...and delivers high quality fiduciary and administrative...SeniorWork experience placementH1bFlexible hours$140k - $150k
...Hightower is a wealth management firm that provides... ...-minded wealth advisors to grow their... ...businesses and help their clients achieve their... ...Future Team Hightower Trust Company is a... ...Company provides fiduciary services and investment... ...You’ll Do The Senior Trust Officer will...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- ...Senior Client Advisor Founded in Florence, Italy, in 1921, Gucci is one of the world's leading luxury... ...the global luxury group Kering, which manages renowned Houses in fashion, leather... ...professionalism, integrity, and ability to inspire trust and influence a team. ~ Proven...SeniorFull timeLocal areaRemote workAfternoon shift
$110k - $170k
...Senior Product Manager - Client Experience - Private Credit Location: Chicago, US New York, US ABOUT US As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to...SeniorFlexible hours- Strongpoint Partners in Chicago seeks a 3(16) fiduciary administrator to serve as the primary contact for a portfolio of fiduciary clients, handling eligibility, contribution monitoring, and participant notices while ensuring ERISA compliance. You will collaborate with...Senior
- Gong is seeking a Senior GRC Security Lead to architect foundational security programs, including the Common Controls Framework. You will... ...in a high-growth technology environment and will be instrumental in fostering a culture of compliance and trust. #J-18808-Ljbffr GongSenior
- ...a dedicated professional for the Loan Market Solutions Division in Chicago, IL. The successful candidate will manage loan servicing, ensuring high-touch client service and collaboration within a dynamic team. With a minimum of 7 years of higher education and work experience...SeniorWork experience placement
$175k - $200k
Australia-Employment is seeking a Trust and Estates Attorney in Chicago, IL. This permanent position offers... ...10 years of experience working with high-net-worth clients, focusing on estate planning and wealth management. The firm provides a supportive work environment and...SeniorPermanent employment
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