Senior Fiduciary Advisor, Special Needs Trusts
Fifth Third Bank
Fifth Third Bank in New York, NY is seeking a SNT Trust Advisor to administer Special Needs Trusts, guardianships, and related fiduciary relationships. You will provide fiduciary expertise, manage trust accounts, ensure compliance, and collaborate with tax, legal, and operations teams to meet client goals. The role emphasizes building deep client relationships, expanding services, and delivering high-quality fiduciary solutions while upholding risk controls and the bank's policies. #J-18808-Ljbffr Fifth Third Bank
$96.5k - $207.5k
Fifth Third Bank, N.A. is looking for a Trust Advisor for their Special Needs Trust team in Wilmington, Delaware. This role involves providing fiduciary expertise in managing special needs trusts and similar relationships, ensuring compliance, and fostering strong client...Special needs- A reputable financial institution in Wilmington, Delaware, is seeking a Trust Advisor. The role involves managing personal trusts, providing fiduciary advice, and ensuring compliance with legal requirements. Candidates should have at least 7 years of experience in trust...Senior
- Fifth Third Bank is seeking a Trust Advisor in Wilmington, Delaware, to provide fiduciary expertise and deliver quality solutions to clients. You will manage personal trusts and ensure compliance with legal requirements while fostering strong client relationships. The ideal...Senior
- ...Senior Trust Officer (Senior Fiduciary Specialist) At Wells Fargo, we are looking for talented... ...and families based on needs related to banking, custom... .... Trust Services Trust advisors discuss the needs of HNW... ...Legacy trust services. Special needs trust services. Managed...SeniorSpecial needsWork experience placement
$96.5k - $207.5k
General Function The Special Needs Trust (SNT) team is responsible for administering Special Needs Trusts, court-created minor trusts... ...serving individuals with impairments. The SNT Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions...Special needsWork at office- Northern Trust Corp is seeking a Sr. Relationship Advisor in Wilmington, DE. The role focuses on managing wealth management accounts, providing fiduciary advice, and developing client relationships. The ideal candidate will have extensive experience in trust and estate...SeniorFull time
- Northern Trust Corp is seeking a Senior Relationship Advisor in Wilmington, DE to manage complex fiduciary and wealth management client relationships. The successful candidate will deliver high-quality fiduciary services, ensuring client satisfaction through effective communication...SeniorFlexible hours
- ...employer sponsorship.The Trust Officer is responsible... ...registered investment advisors, trust beneficiaries, and... ...for the Personal Trust Fiduciary Committee.* Manage... ...accounts.* Participate in special projects as needed.* Provide support to the Senior Trust Officer and Director...SeniorSpecial needsFull timeWork experience placementWork at office
- MOHR Talent in Wilmington, DE is looking for a Trust Relationship Officer to oversee a portfolio of Special Needs Trusts. The ideal candidate will have over 8 years of trust administration experience and a deep understanding of public benefits like SSI and Medicaid. This...SeniorSpecial needs
- JP Morgan Trust Company of Delaware is seeking a Trust Officer to oversee trust administration... ...develop relationships with clients and advisors. The ideal candidate will have a... ...experience, and comprehensive knowledge of fiduciary products and regulations. This position...Senior
- JTC Group is seeking an experienced trust administrator to manage a diverse portfolio of fiduciary accounts for US domestic and international clients. The role emphasizes risk-management, top-tier client service, and cross-border trust expertise. Ideal candidates have...Senior
$200k - $250k
Optiv is hiring a Senior Security Advisor who will serve as a trusted partner to clients, designing tailored security solutions. The role encompasses driving... ...and maintaining advanced knowledge of client security needs. Ideal candidates will have a minimum of eight years...SeniorRemote job- ...Job Description Job Title – Senior Trust Officer Help shape the... ...relationships with financial advisors, investment advisors, trust... ...Insurance, Charitable Trusts, Special Needs Trusts, Agency and Custody accounts... ...mentors subordinates. Fiduciary Expertise Perform a...SeniorSpecial needs
- ...career in banking at Fifth Third Bank. General Function The Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions... .... Anticipate clients Advisor Solutions service offering needs and coordinate with Advisor Solutions and One Bank...Work at office
- ...GENERAL FUNCTION: The Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions to clients. This role involves managing... .... Anticipate clients Advisor Solutions service offering needs and coordinate with Advisor Solutions and One Bank...Work at office
$77k - $143k
...the company's success. As a Fiduciary Advisor III within PNC's Private Bank... ...regarding types of trusts and how they operate both individually... ...on and off bank premises as needed. Customizes customer... ...analysis and recommendations for senior management or committee...Full timeTemporary workPart timeWork experience placementWork at office- ...engagements Prepare individual (1040) and trust returns Perform tax analysis Foster... ...Work with the Tax Manager & Tax Seniors as well as client leadership to establish... ...strategic plans for the organization Special projects as needed Qualifications Bachelor's degree is required...SeniorSpecial needsWeekend work
$100k - $130k
...Senior Investment Analyst At Great Gray... ...combine our core fiduciary services with robust... ...partner, and earn the trust of those who rely... ...inquiries from advisors, consultants, and... ...ad-hoc reporting needs for internal and external... ...or those who have special needs participate...SeniorSpecial needsWork experience placementWork at officeLocal areaRemote workVisa sponsorship- ...solutions that combine our core fiduciary services with robust... ...business partner, and earn the trust of those who rely on us. Responsibilities... ...actors (investors, advisors, managers, sub-advisors, and... ...and/or those who have special needs participate in the workforce...SeniorSpecial needs
- ...case presentations tailored to senior HR, IT, and business leaders... ...elevating Cornerstone as a trusted advisor in Workforce AI... ...marketing teams based on customer needs and market signals to influence... ...• Background from niche or specialized AI vendors, start-ups, or innovation...SeniorSpecial needsLocal area
$225k - $250k
...that combine our core fiduciary services with robust investment... ...partner, and earn the trust of those who rely on us... ...is looking to add a Senior Counsel - Investment... ...emotional intelligence needed to influence organizational... ...legal support for special projects, such as (i) new...SeniorSpecial needsWork experience placementWork at officeLocal areaRemote workVisa sponsorship- Fairygodboss is seeking a Senior Manager in Fiduciary Tax located in Wilmington, Delaware. In this role, you will lead the fiduciary tax function for personal trust accounts, manage end-to-end tax workflows, and develop a team of tax professionals to ensure compliance....Senior
$250k - $300k
Trust Relationship Officer Wilmington Manor, DE | OTE $2... ...Direct Hire A boutique fiduciary firm in Palm Beach is looking for a Senior Trust Officer who specializes in Special Needs Trusts. This is a high‑touch... ...attorneys, and financial advisors Interpret trust...Special needsLocal area- ...outside the box? Our Trust Analysts support all aspects... ...financial goals. Our advisor-led wealth management... ...Management (PWM) specializes in creating comprehensive... ...services. As client needs evolve, this close relationship... ...to deliver integrated fiduciary management and...Special needsFull timeTemporary workPart timeWork at office
- ...Senior Trust Officer Due to growth in our business, Fidelity Personal... ...will be the primary fiduciary contact for some of our largest... ...relationship management abilities are needed, as well as the following:... ...team members and investment advisors to meet the financial needs...SeniorFull time
$111.41k - $189.74k
...Trust Officer Administer estate and personal trust accounts including... ...Private Family Foundations, Special Needs Trusts, and other Agency... ...colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to... ...do? Administer and interpret fiduciary accounts in accordance with applicable...Special needsWork at officeLocal areaRemote work$57.75k - $96.25k
...contribute to the company’s success. As a Fiduciary Advisor within PNC's Private Bank organization,... ...fiduciary advice to meet client needs for assigned accounts. Prepares and presents... ...analysis and recommendations for senior management or committee review. Maintains...Full timeTemporary workWork experience placementWork at office- ...Administer a variety of complex fiduciary accounts for US domestic... ...and address different types of trust issues, unique assets, closely... ...and oversight committees as needed. Provide guidance and development... ..., attorneys, investment advisors and accountants to ensure all...Senior
$122.54k - $208.72k
Team Lead Trust and Estate Administration... ...trust accounts of special significance, especially... ...of potential fiduciary responsibilities for... ...executive and senior level management within... .... What do you need to succeed? Required... ...Trust Financial Advisor. Additional Qualifications...Special needsWork at officeRemote work- ...budget and technology book of work Prepare senior management presentations to help drive... ...clearly Proven track record for executing on special projects / assignments, often with little... ...with the ability to be respected as a trusted partner for the Business, Finance, and...SeniorWork experience placementVisa sponsorship
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