Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Trust & Estate Advisor

BMO U.S.

BMO Financial Group is seeking a seasoned Trust & Estate professional to manage fiduciary accounts and lead strategic client engagements in the U.S. This role focuses on delivering superior client experiences, risk-aware proposals, and collaboration with regional teams. The ideal candidate has extensive trust administration expertise, strong analytical skills, and proven ability to grow relationships while ensuring compliance with fiduciary laws and policies. #J-18808-Ljbffr BMO U.S.

Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Senior Trust & Estate Advisor in Chicago, IL vacancy
  • Bank of America is seeking a senior fiduciary and investment management professional to manage high-net-worth accounts and multi-generational families. The role focuses on fiduciary administration, trust education, wealth planning, and risk management, with an emphasis... 
    Senior

    Bank of America

    Chicago, IL
    1 day ago
  • Northern Trust's Global Family Office (GFO) is hiring a Senior Credit Portfolio Manager in Chicago to manage credit product risk and profitability for a portfolio...  ...preparation and execution with banking advisors Collect client information, complete financial-statement... 
    Senior
    Rotational program
    Work at office

    Andsimple

    Chicago, IL
    2 days ago
  • Illapa Search is representing a nationally recognized law firm in Chicago seeking a Trusts & Estates Senior Associate or Counsel to advise high-net-worth individuals, families, and fiduciaries on sophisticated estate planning, wealth transfer, and succession matters. The... 
    Senior

    Illapa Search

    Chicago, IL
    1 day ago
  • Mohr Talent in Chicago, IL is seeking a Senior Tax Accountant with estate and trust expertise to join our tax practice. This in-person role offers a competitive salary and a path to grow within a well-established, minority-owned firm committed to employee development. You... 
    Senior

    Mohr Talent

    Chicago, IL
    2 days ago
  •  ...seeks a Tax Manager to lead complex tax compliance across trusts, individuals, estates, and related filings. The role reviews work, provides guidance...  .... Starting salary range listed reflects market norms for senior tax roles in our region, with opportunities to #J-18808-... 
    Senior

    CC Industries

    Chicago, IL
    2 days ago
  • BMO Harris Bank seeks a senior Trust & Estate professional to deliver high-quality client service, oversee fiduciary accounts, and identify opportunities to grow relationships within the branch and regional teams. You will provide technical support for fiduciary management... 
    Senior

    BMO Harris Bank

    Chicago, IL
    2 days ago
  • Husch Blackwell LLP in Chicago seeks a Senior Trusts & Estates Tax Professional to support high‑level estate administration, post‑death irrevocable trusts, and fiduciary tax matters for domestic and international clients. You will prepare estate and fiduciary tax returns... 
    Senior

    Husch Blackwell

    Chicago, IL
    4 days ago
  • gpac is seeking a Tax Manager with a strong Trust & Estate background in the Chicago Metro area. This role focuses on complex engagements for high-net-worth individuals, families, trusts, estates, and privately held businesses, offering opportunities to lead from start... 
    Senior

    G-PAC

    Chicago, IL
    1 day ago
  • $300k - $400k

    Thompson Coburn in Chicago is seeking an attorney with 9+ 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... 
    Senior
    Private practice

    Agnello & Rogers

    Chicago, IL
    17 hours ago
  • $175k - $200k

    A mid-sized law firm in Chicago is looking for a seasoned legal professional to enhance their Trusts & Estates practice. The ideal candidate will have over 10 years of experience serving high-net-worth clients, licensed to practice in Illinois, and possess extensive knowledge... 
    Senior
    Flexible hours

    Jobot

    Chicago, IL
    3 days ago
  • $365k - $420k

     ...Private Client Services Group in Chicago. Candidates should have at least five years of relevant transactional experience in trust and estate planning and administration. Strong academic credentials and excellent communication skills are required, with an LL.M. in tax... 
    Senior

    Ashurst Perkins Coie

    Chicago, IL
    1 day ago
  • Bank of Montreal in Chicago seeks a Wealth Trust & Estate professional to provide high quality sales and service to Trust & Estate clients, delivering exceptional client experiences, and offering technical expertise for fiduciary account management and administration.... 
    Senior

    Bank of Montreal

    Chicago, IL
    1 day ago
  • $150k - $250k

    Strategic Employment helps a large accounting firm recruit for a Senior Tax Manager/Principal focusing on high-net-worth individuals....  ...for complex federal and multi-state filings, including trusts and estates. The position is remote with full-time direct hire and a salary... 
    Senior
    Remote job
    Full time

    Strategic Employment

    Chicago, IL
    2 days ago
  • BCG Attorney Search in Chicago seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. The successful candidate will work with two partners on significant multi-line and multi-generational client matters, providing sophisticated... 
    Senior
    Private practice

    BCG Attorney Search

    Chicago, IL
    4 days ago
  • $150k - $230k

     ...organizations around the world as an independent member of Nexia.We currently have an exciting career opportunity for a Tax Senior Manager to join our Trust & Estate Tax team within our National Tax practice!CohnReznick is a hybrid firm and most of our professionals are located... 
    Senior
    Work at office
    Local area
    Remote work
    Flexible hours

    CohnReznick

    Chicago, IL
    1 day ago
  • McCormack Schreiber Legal Search, a leading Chicago legal search firm, seeks a trusts and estates counsel-level attorney to join its Private Client practice in Chicago. The team provides business planning, multigenerational wealth management and transfer, asset protection... 
    Senior
    Private practice

    McCormack Schreiber Legal Search

    Chicago, IL
    2 days ago
  • $100k - $110k

    A well established and growing public accounting firm with a team that cares about their people is hiring a Senior Tax Accountant with Estate and Trust expertise to join their tax practice. Chicago, IL | In-Person | $100,000 - $110,000 /yr | Full-Time What You’ll Do: Consult... 
    Senior
    Full time
    Local area

    Mohr Talent

    Chicago, IL
    2 days ago
  • Overview A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in Chicago, IL. The successful candidate will work with two partners on significant multi-line and multi-generational client matters, providing... 
    Senior
    Private practice
    Flexible hours
    Shift work

    BCG Attorney Search

    Chicago, IL
    4 days ago
  • $235k - $320k

    GT Restructuring is seeking a Real Estate Lending Associate for our Chicago office. This full-time position offers a salary range of $235,000 - $320,000 per year, based on experience. You will work with various clients across industries, ensuring a dynamic environment... 
    Senior
    Full time
    Work at office

    GT Restructuring

    Chicago, IL
    3 days ago
  • Cross Street Group in Chicago is seeking a Portfolio Leasing Manager to lead leasing operations for multiple residential portfolios on behalf of third-party owners. You will mentor leasing staff, monitor metrics across markets, and coordinate renewals, pricing, and marketing...
    Senior
    Local area

    Cross Street Group

    Chicago, IL
    17 hours ago
  •  ...Acquisitions, Asset Management, Development, Capital Markets, Finance, and Investor Relations to align outcomes with investor mandates. The role requires autonomy, strong judgment, and experience managing closed-end real estate funds, with a track #J-18808-Ljbffr Core Spaces
    Senior

    Core Spaces

    Chicago, IL
    4 days ago
  • BCG Attorney Search in Chicago seeks a Mid-Senior Real Estate Associate to join its Real Estate Practice Group. The ideal candidate will bring substantial experience in commercial real estate and financing transactions across mixed-use, office, multi-family, retail assets... 
    Senior
    Work at office

    BCG Attorney Search

    Chicago, IL
    1 day ago
  • StepStone Group in Chicago, IL, is seeking an Associate / Senior Associate for its Real Estate Investment Team to identify and evaluate opportunities across residential, commercial, industrial, and mixed-use assets. You will lead underwriting, perform financial modeling... 
    Senior

    InforCapital

    Chicago, IL
    2 days ago
  •  ...LLC is hiring an Associate for their Chicago corporate headquarters, focusing on financial modeling and portfolio management. This senior role supports the investments team, requiring strong analytical and communication skills, along with 2-5 years of relevant experience... 
    Senior

    Thesciongroupllc

    Chicago, IL
    2 days ago
  • $154.5k - $302k

     ...constituencies and other stakeholders.   FTI Consulting’s Real Estate Solutions has a singular focus on the real estate and finance industry...  ..., opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers. What You’ll DoReview and assist with the... 
    Senior
    Full time
    Interim role
    Work at office
    Flexible hours

    FTI Consulting

    Chicago, IL
    2 days ago
  • $300k

     ...Job Description Job Description Senior Financial Advisor AFIN Family Wealth Management is a firm...  ...mystery out of investing, insurance, estate conservation, and preserving wealth....  ...with the ability to build rapport and trust with clients. Job Duties and Responsibilities... 
    Senior
    Full time
    Work at office
    Local area

    AFIN Family Wealth Management

    Oak Brook, IL
    1 day ago
  • $350k

    Job Description and Salary ArentFox Schiff is seeking a Senior Associate (8th-year class or above), Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. This position is open to candidates in any ArentFox Schiff office location nationwide.... 
    Senior
    Private practice
    Work at office
    Flexible hours
    Shift work

    ArentFox Schiff LLP

    Chicago, IL
    3 days ago
  • $202k - $303k

    The Senior Advisor: Market Regulation and Regulatory Service Agreement (RSA), serves as a strategic regulatory advisor and subject matter...  ...intelligence materials for diverse stakeholder audiencesServes as a trusted advisor to the Vice President and Chief Regulatory Operations... 
    Senior
    Full time
    Contract work
    Temporary work
    For contractors
    For subcontractor
    Work at office
    Local area
    Immediate start

    Financial Industry Regulatory Authority

    Chicago, IL
    1 day ago
  • $102k - $190k

     ...Wealth Sales & ServiceProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides...  ...to the client/relationship team.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth... 
    Senior
    Full time
    Contract work
    Part time
    Local area
    Shift work

    BMO Bank

    Chicago, IL
    2 days ago
  • Alter Domus is seeking a Senior Fund Accountant / Assistant Fund Manager for our Real Estate Fund Administration team in Chicago. The role involves supervising a team, leading projects, and ensuring accurate financial reporting across real estate portfolios. The ideal candidate... 
    Senior

    ACCA Careers

    Chicago, IL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Trust & Estate Advisor. Be the first to apply!