Senior Fiduciary Trust Services Leader
Eclaro
A premiere investment bank seeks a Fiduciary Director to oversee Trust Services in New York. You will manage teams of trust officers, ensure high-quality client service, and handle trust account administration for high-net-worth clients. The ideal candidate has extensive experience in fiduciary products, leadership abilities, and strong communication skills. A degree in finance or law is preferred, alongside a strong understanding of fiduciary law. This is a full-time role with competitive compensation. #J-18808-Ljbffr ECLARO
$215k - $245k
Westport One is seeking a Director of Trust Administration to serve as the senior fiduciary leader for a nationally recognized wealth management platform. This role... ...on fiduciary matters to ensure exceptional service for high-net-worth clients. With a competitive salary...Senior- Ernst & Young Oman is seeking a professional in Fiduciary/Trust Tax Services to perform tax research, prepare complex tax returns, and analyze tax issues. This role requires a bachelor’s degree and a minimum of 2 years of experience in a tax services organization. The...Senior
- Bryn Mawr Trust, a WSFS Company, is seeking a Senior Trust Tax Accountant in Berwyn, PA to prepare and review fiduciary tax returns and support tax compliance for our Delaware trust operations. You will research tax regulations, collaborate with Trust Officers and Wealth...Senior
- City National Bank is seeking a Trust Advisor to manage fiduciary relationships, oversee trust administration, and coordinate with bankers, advisors, and external attorneys. The role involves complex account reviews, regulatory compliance, and ensuring distribution accuracy...Senior
- MRINetwork is seeking a Trust Officer in New York City to manage a significant portfolio of... ...while delivering exceptional client service. The ideal candidate has 3+ years in personal trust administration, strong fiduciary knowledge, and a CTFA or advanced degree is...Senior
$174k - $261k
Senior Trust, Estate & Fiduciary Strategist Capital Group’s Private Client Services (PCS) team seeks a senior attorney to support high‑net‑worth clients with estate planning, fiduciary, and business development activities. The role is in‑house with no billing or timesheets...SeniorLocal areaFlexible hours$76k - $125.3k
...San Jose Opportunity When you join our Fiduciary/Trust Tax Services team, you’ll be at the heart of EY’s... ...recommendations. Support managers, senior managers and PPEDs with reconciling returns... ...options. Join us in our team‑led and leader‑enabled hybrid model. Our expectation...SeniorContract workSummer holidayFlexible hours- Framework Ventures in the United States is looking for a Director of Trust Administration to lead the operational oversight of trust... ...performance standards for the team, and ensuring adherence to fiduciary responsibilities. The position offers a competitive salary and...
- ...seeking a Settlement Officer VP in Wealth Management Solutions to oversee trust administration. This role encompasses managing trust settlements, engaging with clients, and ensuring compliance with fiduciary standards. Ideal candidates will have over 7 years of experience in...Senior
$150k - $200k
Lexitas Legal Talent Solutions is seeking an experienced Fiduciary Counsel to join a New York-based planning team serving ultra-high-net... ...autonomy in providing high-level legal guidance across complex trust, estate, tax, and wealth transfer matters. Candidates should have...Senior- EY is seeking talented individuals to join their Fiduciary/Trust Tax Services team across multiple locations including New York City. This role involves offering high-quality tax services to clients, ensuring compliance with fiduciary tax laws, and building strong client...Senior
- Capital Group’s Private Client Services seeks a senior attorney to support high‑net‑worth clients with estate planning, fiduciary, and business development activities. The role is in... ...emphasizes serving as an officer in the trust company, coordinating with trust officers...Senior
$220k - $250k
A nationally recognized firm is seeking a mid-senior Trusts & Estates Associate (4+ years) to join its Private Client department in their... ...to work with high-net-worth individuals, families, and fiduciaries on complex wealth transfer and tax planning matters. Why consider...SeniorWork at office- ...Estate Officer and collaborators with wealth advisors and trust officers. You will manage trust accounts, interpret instruments, and coordinate services for beneficiaries and co-executors in a high‑level fiduciary role. You will analyze documents for tax and...Senior
$76k - $125.3k
...working world. EY is a leader in serving the global financial services marketplace and the only... ...institutions are trusted and flourish, and the global... ...opportunity When you join our Fiduciary/Trust Tax Services team,... ...Support managers, senior managers and PPEDs with...SeniorContract workSummer holidayFlexible hours- ...administration of a portfolio of Client Company and trust structures. From time to time to... ...as advised. Work with the rest of the Fiduciary management team to improve profitability,... ...s exposure to risk and provide a quality service to clients. Job Accountabilities Client relationship...SeniorLocal area
$98.1k - $210k
...Job Description This job is responsible for managing a book of fiduciary and investment management accounts for high‑net‑worth clients and... ...fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising...SeniorShift workDay shift$145.4k - $259.1k
...local market leadership Pathway toward Client Director, Growth Leader, and Regional Leadership positions What You'll Do Develop and... ..., proposals, interviews, and contract negotiations Serve as trusted advisor to key clients on major capital programs Manage major...SeniorContract workLocal area- ...whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and... ...experienced and client-focused leader at the C14 level to join the CitiService... ...as well as directly managing senior client relationships within...SeniorFull timeCasual workWork at officeLocal areaWork from home
$98.1k - $210k
Job Description This job is responsible for managing a book of fiduciary and investment management accounts for high‑net‑worth clients and... ...fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising...SeniorShift workDay shift- ...A boutique trust and estate law firm in Pennsylvania is seeking an experienced Associate Attorney to manage complex estate and trust matters. The role includes preparing inheritance tax returns, providing legal analysis, and mentoring junior paralegals. The ideal candidate...Senior
$113.7k - $177.65k
...least 5 years of experience in account management or sales within the software/SaaS sector and a Bachelor's degree. You will develop trusted advisor relationships and collaborate cross-functionally. This position offers a competitive base pay of $113,700 - $177,650 plus...Senior$350k
...ArentFox Schiff is seeking a Senior Associate (8th-year class or... ...to join its Private Clients, Trusts & Estates practice. This position... ...understanding of income, fiduciary, estate, gift, and generation... ...unfavorable discharge from military service, or any other basis protected...SeniorPrivate practiceWork at officeFlexible hoursShift work- ...The National Autistic Society is looking for a Senior Philanthropy Manager to lead the development of their trusts and statutory fundraising portfolio. This home-based role involves securing significant income from trusts and foundations, providing strategic leadership...SeniorRemote workWork from homeFlexible hours
$77.39k - $127.14k
## Senior Trust Tax AccountantApplylocations: Berwyn, PAtime type: Full timeposted on: Posted... ...a broad array of planning and advisory services, investment management, trust and... ...supporting the continued expansion of fiduciary tax services. The ideal candidate will...SeniorWork at officeLocal areaFlexible hours- Komodo Health is seeking a Managed Services Team Lead to ensure high-quality delivery of technical services across our portfolio. You will guide a team, acting as a trusted advisor while fostering strong customer relationships. Key responsibilities include coaching team...Senior
- Payward is hiring a Senior Product Manager to drive Trading-as-a-Service, focusing on product integration for fintechs and banks. You will shape product offerings, manage the roadmap, and ensure successful partner deployments. The ideal candidate has over 6 years of product...Senior
- Citigroup Inc. is seeking a Loan Closing and Servicing Sr. Group Manager in New York for leading multiple teams and delivering end-to-end... ...structured program delivery, with a focus on compliance and stakeholder negotiation at senior levels. #J-18808-Ljbffr Citigroup Inc.Senior
- A trusted child development services provider in New York City seeks a Service Coordination Supervisor to oversee the coordination team within the Early Intervention Program. This critical role involves supervising daily operations, ensuring adherence to NYS regulations...Senior
- Nagarro is seeking an Associate Director - Business Development Manager for the IT Services sector. This position focuses on driving sales across North America in key industries including Energy, Utilities, Manufacturing, and Industrial. Candidates must have at least 1...Senior
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