Senior Trust & Fiduciary Advisor
City National Bank
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 while building strong client relationships. The position requires extensive trust administration experience, a law or trust-related designation preferred, and a focus on risk-aware growth within CNB’s regional market. #J-18808-Ljbffr City National Bank
$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 involves overseeing trust administration activities, leading a skilled team, and providing technical expertise...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... ...with Trust Officers and Wealth Advisors, respond to notices, and contribute...Senior
- 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...SeniorFull time
- MRINetwork is seeking a Trust Officer in New York City to manage a significant portfolio of HNW and multi-generational trusts. You will... ...has 3+ years in personal trust administration, strong fiduciary knowledge, and a CTFA or advanced degree is a plus. Hybrid Midtown...Senior
$98.1k - $210k
Bank of America in New York seeks a professional to manage fiduciary and investment management accounts for high-net-worth clients. This role involves providing fiduciary administration support, ensuring compliance, and identifying new business opportunities. The ideal...Senior$175k - $270k
A renowned ticket marketplace is seeking a Senior Product Manager for Marketplace Risk. This role involves designing systems that ensure seller experiences and marketplace trust. Responsibilities include driving strategy for listing eligibility, improving seller interactions...SeniorFlexible hours$113.7k - $177.65k
...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 benefits...Senior- Framework Ventures is looking for a Senior Professional Services Resident Consultant to join our Professional Services team. This is an... ...enterprise clients, ensuring successful transformations on our Zero Trust platform. The ideal candidate has 8+ years in customer-facing...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... ..., focused on collaboration with clients, external advisors, and internal tax, legal, and wealth teams. Responsibilities...SeniorLocal areaFlexible hours- ...Senior Philanthropic Advisor The Senior Philanthropic Advisor is responsible for providing gift planning... ...involving estate gifts, charitable trusts, closely held business interests,... ...Philanthropy (CAP®), Certified Trust and Fiduciary Advisor (CTFA), Chartered Financial...SeniorWork experience placementWork at officeLocal areaWeekend workAfternoon shift
$165k - $180k
The Senior Philanthropic Advisor is responsible for providing gift planning expertise and strategy for top donors and prospects. Reporting... ...Planner, Chartered Advisor in Philanthropy, Certified Trust and Fiduciary Advisor, Chartered Financial Analyst, or equivalent. Salary...SeniorWork experience placementWork at office$174k - $261k
...existing skills and learn new ones“I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group’s Private Client... ...since expanded into a full-service registered investment advisor and trust company, offering comprehensive wealth...SeniorTemporary workWork at officeLocal areaFlexible hours$76k - $125.3k
...San Jose Opportunity When you join our Fiduciary/Trust Tax Services team, you’ll be at the heart... ...deadlines. You will serve as a trusted advisor and role model for our people across... ...at recommendations. Support managers, senior managers and PPEDs with reconciling returns...SeniorContract workSummer holidayFlexible hours$134.79k - $229.59k
...TRUST ADVISOR WHAT IS THE OPPORTUNITY? Focus is to avail COIs, bank clients, and prospects of CNB/RBC fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervivos...Work at officeLocal areaRemote work$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients... ..., Custom Credit, Investment Advisors and Trust Officers to assess client's current... ...highest ethical standards and adhering to our fiduciary culture. Accountable for revenue growth including...SeniorTemporary workWork experience placement$150k
...relationships in a collaborative, fee-only fiduciary environment? Altfest Personal Wealth... ...firms — is seeking an experienced Senior Financial Advisor to join our growing team in New York... ...Serve as the lead advisor and trusted partner for high-net-worth clients and...SeniorWork at officeRemote workFlexible hours- ...independent RIA in NYC is seeking a Senior Financial Advisor to deliver sophisticated, planning-first... ...and families in a collaborative fiduciary environment. What You’ll Do Lead deep... ...high-net-worth client relationships as trusted advisor/quarterback Deliver...SeniorWork at officeRemote work
$170.5k - $284.1k
...knowledge of financial markets, Wilmington Trust investment process and wealth management... ..., comprised of significant and complex fiduciary relationships, consistent with all... ...information to clients, Private Client Advisors and Trust Advisors as well as others for...SeniorWork experience placementWork at office$250k - $275k
Fiduciary Trust International is looking for a Trust Counsel in New York City to join our market team. This role is crucial for providing... ...clients and collaborate with internal teams and professional advisors. The ideal candidate will possess a JD or LLM, bar admission,...Senior- ...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
$80 - $100 per hour
...We are seeking a Senior Technical Consultant to architect and implement cutting-edge generative AI solutions using Adobe Firefly... ...workflows and automate content generation processes. As a trusted technical advisor, you will lead client engagements, translate business needs...SeniorHourly payFull timeContract workRemote workShift work- 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
$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$250k - $350k
...and advisory firm for ultra-affluent families, is seeking a Senior Advisor for a direct hire role in New York City. The Opportunity We... ...role with some investment overlay. It is a deeply integrated trusted advisor role, designed for someone who has outgrown environments...SeniorWork at office- ...We’re looking for a charismatic, driven, and analytical client advisor to help us scale our bespoke engagement ring and fine jewelry business... ...values, and aesthetic Close deals and drive referrals through trust, taste, and thoughtful follow-up Client Experience & Project...Senior
- ...Private Client Services seeks a senior attorney to support high‑net‑... ...with estate planning, fiduciary, and business development activities... ...with clients, external advisors, and internal tax, legal, and... ...serving as an officer in the trust company, coordinating with trust...Senior
$128.5k - $237.7k
Job Description We are seeking a Senior Advisor, Data Partnerships to lead a portfolio of high-impact strategic partner relationships and... ...strategic value to the broader ecosystem. What Success Looks Like Trusted executive-level relationships with key partners and strong...SeniorLocal areaFlexible hours$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- ...to support the Estate Officer and collaborators with wealth advisors and trust officers. You will manage trust accounts, interpret instruments... ...services for beneficiaries and co-executors in a high‑level fiduciary role. You will analyze documents for tax and administrative...Senior
$75k - $90k
...believe no child should be part of war. War Child is seeking a Senior Advocacy Advisor - Humanitarian Response (US-based, New York) to lead our... ...materials. Strong interpersonal skills, with the ability to build trust and work collaboratively across cultures and functions....SeniorContract workWork at officeLocal areaWorldwideRelocation3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust & Fiduciary Advisor. Be the first to apply!

