Senior Trust Officer - Fiduciary Leader for Major Trusts
Fidelity Investments
Fidelity Personal Trust Company seeks a Senior Trust Officer to lead fiduciary relationships and oversee comprehensive trust administration for major clients across the U.S. You will work with a Trust Administrator to manage a diverse book of business and ensure compliance with trust documents and applicable laws. In this role, you will provide estate and tax guidance, collaborate with Fidelity partners and investment advisors, and drive strategic actions to protect beneficiaries’ interests. #J-18808-Ljbffr Fidelity Investments
- Hightower Advisors is seeking a Senior Trust Officer to administer a book of trust accounts in accordance with fiduciary principles while cultivating relationships with clients and advisors. You will interpret legal documents, maintain service levels, and coordinate with...Senior
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- Brown Brothers Harriman in Wilmington is seeking a Trust Officer to coordinate and administer trust accounts for various clients. This role involves collaborating with relationship teams and overseeing Trust Administrators. The ideal candidate will have 5 to 10 years of...Senior
- ...Job Title At Greenleaf Trust Delaware, our teams are dedicated to providing the highest... .... We adhere to the highest standards of fiduciary excellence while providing customized... ...Members Coach and mentor Delaware Trust Officer and team members to ensure each team member...SeniorWork at officeMonday to FridayNight shift
$140k - $150k
...Hightower Trust Company Senior Trust OfficerFounded in 2008, Hightower is a wealth management firm... ...individuals, foundations and family offices, as well as 401(k) consulting and cash... ...exclusively. Hightower Trust Company provides fiduciary services and investment management...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- JTC Group is seeking a Senior Trust Officer to join the Private Client Services team in a hybrid workplace. The role oversees complex fiduciary accounts and international clients, ensuring accurate administration and adherence to fiduciary duties. You will support staff...Senior
- Goldman Sachs Private Wealth Management seeks a Senior Trust Officer (STO) to lead the management and administration of key trust relationships... ...collaborates with PWAs and tax teams to deliver customized fiduciary solutions and ensure regulatory compliance. Ideal...Senior
- The Goldman Sachs Group is looking for a Senior Trust Officer (STO) for their Wilmington, Delaware office. This role involves managing key trust company relationships and providing expert fiduciary services to high-net-worth clients. You will be part of a collaborative...SeniorWork at office
- Kestra PWS is seeking a qualified professional in Wilmington, Delaware to oversee trust administrative functions and manage fiduciary relationships. This role involves delegating tasks, analyzing data for new business opportunities, and implementing strategic policies to...Senior
- ...This role is responsible for managing complex fiduciary relationships, including high-net-worth and specialty trust accounts, in accordance with governing... ...applicable laws, and organizational policies. The Senior Trust Officer serves as a primary relationship manager and...SeniorShift work
- ...Role Due to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer! The Trust Officer is an integral member of the Personal... ...across the U.S. The incumbent will be the primary fiduciary contact for some of our largest and most sophisticated...SeniorFull time
- ...along with the power to make a difference. Join us! Delaware Trust Officer II (DE TO II), Wilmington, DE - The Delaware Trust Officer is... ...Trust accounts and responsible for faithfully executing our fiduciary duties as well as complying with all laws, regulations policies...Work from homeShift workDay shift
- Arden Trust Company in Wilmington, Delaware is seeking a Trust Officer Senior to manage Special Needs Trust accounts. The successful candidate will ensure client satisfaction, oversee account administration, and lead the development of trust administrators. The position...Senior
- Schwab is seeking a Trust Officer to grow and maintain relationships with registered investment advisors, trust beneficiaries, and other stakeholders for an assigned book of business. The role emphasizes compliance with bank policies and applicable state and federal regulations...Senior
- Fifth Third Bank seeks a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth and specialty trusts, ensuring compliance with governing documents and laws. You will partner with clients, advisors and internal teams to deliver superior...Senior
- Nuveen is seeking a Trust Administrator to serve as a subject matter expert on fiduciary matters, focusing on growth, retention and client satisfaction for high net-worth clients. You will interact with clients, agencies, advisors, and partners on laws and options concerning...Senior
- TIAA is seeking a Sr. Trust Administrator to serve as subject matter expert on fiduciary matters for high net-worth clients, focusing on growth, retention, and client satisfaction. The role involves communicating with clients, advisors, and service providers about trust...Senior
- ...a detail-oriented and experienced Senior TrustOfficer to join our Trust and Wealth Management team. The role... ...reports into Director – Chief Trust Officer and sitswithin the local... ...DUTIES Administer a variety of complex fiduciary accounts for US domestic clients as...Local area
$91.06k - $151.77k
...Job TitleResponsible for the administration and fiduciary management within client relationships.Primary ResponsibilitiesAdminister assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion.Serve as primary...Work experience placement- TIAA in Newark, Delaware seeks a Sr. Trust Administrator to serve as an SME on fiduciary matters for high net-worth clients, focusing on growth, retention, and client satisfaction. You will administer Trust, Investment Agency and Custody accounts and participate in governance...Senior
- City National Bank in Newark, DE seeks a Trust Officer II Custody to administer custody, escrow, agency and IRA accounts as Trustee, ensuring regulatory compliance and client service excellence. The role requires ERISA knowledge, five years of experience in custodial and...Senior
- ...Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in... ...advice, trust and estate planning and family office services. CTC has offices in Charlotte,... ...Responsibility for the review of all new fiduciary accounts, and trust instruments governing...Work at office
- The Trust Officer coordinates and administers trust accounts for various clients of Brown Brothers... ...of trust accounts with support from a Senior Trust Officer and/or Trust Company... ...a timely basis, and in accordance with fiduciary standards and BBH policies and procedures...Work at officeLocal area
$85k - $145k
...believe in the importance of in-office collaboration and fully intend... ...employer sponsorship. The Trust Officer is responsible for developing... ...and for the Personal Trust Fiduciary Committee. Manage volume of... ...needed. Provide support to the Senior Trust Officer and Director. Provide...Full timeWork experience placementWork at office- Trust Officer job at Chilton Trust. Wilmington, DE. Firm Description: Chilton Trust ("CTC") is a private wealth management firm launched... ...first. Position Description: Provide support to the Fiduciary team to quarterback all Chilton Trust resources necessary to...Work at office
- ...of the Job We are seeking a detail-oriented and experienced Senior Trust Officer to join our Trust and Wealth Management team. Employment... ...administration department. Duties include the administration of complex fiduciary trust relationships, including both directed and delegated...Permanent employmentLocal area
- Trust Officer - JP Morgan Trust Company of Delaware The Global Trusts & Estates Practice is an integral part of the services we offer to... ...With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services...
- Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial... ...Sr. Relationship Advisor manages complex fiduciary and wealth management client relationships... ...services for sophisticated clients. As a senior member of the service team, this role...SeniorWork experience placement
- Evercore Wealth Management in Wilmington, Delaware seeks an experienced Trust Administrator to oversee day-to-day administration of Delaware trusts and coordinate with Wealth & Fiduciary Advisors, investment professionals, clients, attorneys, and beneficiaries. This role...Senior
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