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

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer - Fiduciary Leader for Major Trusts in Wilmington, DE vacancy
  • Hightower Advisors is seeking a Senior Trust Officer to administer a book of trust accounts, interpret legal documents, and maintain high service...  ...role involves collaboration with internal teams to achieve fiduciary objectives and to handle discretionary matters.... 
    Senior

    Hightower Advisors

    Wilmington, DE
    4 days ago
  • Hightower Trust Company, a wholly owned subsidiary of Hightower, seeks a Senior Trust Officer to manage a book of trust accounts and cultivate client-advisor relationships. You will interpret legal documents, ensure fiduciary compliance, and maintain high service levels... 
    Senior

    HighTower Advisors, LLC

    Wilmington, DE
    1 day ago
  • Fidelity Personal Trust Company in Greenville, DE seeks a Trust Officer to be the primary fiduciary contact for some of Fidelity's largest and most sophisticated trust relationships. The incumbent will oversee all facets of trust administration and relationship management... 
    Senior

    Fidelity Investments

    Wilmington, DE
    2 days ago
  • JP Morgan Trust Company of Delaware is seeking a Trust Officer to oversee trust administration and develop relationships with clients and advisors. The ideal...  ...experience, and comprehensive knowledge of fiduciary products and regulations. This position is vital for... 
    Senior

    The Accredited Estate Planner

    Wilmington, DE
    1 day ago
  • 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

    Brown Brothers Harriman

    Wilmington, DE
    2 days ago
  •  ...Description Who We Are At Greenleaf Trust Delaware, our teams are dedicated to providing...  .... 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... 
    Senior
    Work at office
    Monday to Friday
    Night shift

    Greenleaf Trust

    Wilmington, DE
    5 days ago
  • $140k - $150k

     ...Senior Trust OfficerFounded in 2008, Hightower is a wealth management firm that provides investment...  ...to individuals, foundations and family offices, as well as 401(k) consulting and cash...  .... Hightower Trust Company provides fiduciary services and investment management... 
    Senior
    Permanent employment
    Work at office
    Local area
    Work from home
    Monday to Thursday
    Flexible hours

    HighTower Advisors

    Wilmington, DE
    4 days ago
  • 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

    Kestra PWS

    Wilmington, DE
    2 days ago
  • 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... 
    Senior
    Work at office

    The Goldman Sachs Group

    Wilmington, DE
    2 days ago
  • JTC Group seeks an experienced Trust Administrator to manage complex fiduciary accounts for US domestic and international clients. You will ensure high-quality client service, address trust issues, and guide administrative staff while maintaining compliance with applicable... 
    Senior

    JTC Group

    Wilmington, DE
    16 hours ago
  •  ...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... 
    Senior
    Full time

    Fidelity Investments

    Wilmington, DE
    3 days ago
  • JTC is seeking a Trust Officer, Assistant Manager - Private Client to lead complex fiduciary accounts for US domestic and international clients. You will administer trusts, ensure compliance, and support a team within a fast-paced environment. This role requires a finance... 
    Senior

    JTC Group

    Wilmington, DE
    3 days ago
  •  ...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 home
    Shift work
    Day shift

    Bank of America

    Wilmington, DE
    2 days ago
  • Bank of America is seeking a Delaware Trust Officer I in Wilmington to professionally administer fiduciary accounts and provide expert support across trust-related services. The role collaborates with relationship managers and portfolio managers to address client needs... 

    Bank of America

    Wilmington, DE
    1 day ago
  • 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

    Arden Trust Company

    Wilmington, DE
    2 days ago
  • JPMorgan Chase & Co. in Newark, DE seeks a Trust Officer VP in Wealth Management Solutions, Trust & Estates, to oversee trust administration...  ...and cross-sell JPM products/services. The role emphasizes fiduciary duties, client service excellence, and collaboration with... 
    Senior

    JPMorgan Chase & Co.

    Newark, DE
    2 days ago
  • 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

    Nuveen

    Newark, DE
    6 hours ago
  • TIAA is seeking a Senior Trust Administrator to serve as a subject matter expert on fiduciary matters for high-net-worth clients. You will communicate with clients, agencies, and advisors about trusts and estate options, ensuring regulatory compliance and superior service... 
    Senior

    Retirement Resource Center, LLC.

    Newark, DE
    1 day ago
  •  ...The Role Due to growth in our business, Fidelity Personal Trust Company seeks a Trust Officer. Job Description Note: Fidelity will not provide...  ...clients across the U.S. The incumbent will be the primary fiduciary contact for some of our largest and most sophisticated trust... 
    Full time

    Fidelity Investments

    Wilmington, DE
    2 days ago
  • 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 office
    Local area

    Brown Brothers Harriman

    Wilmington, DE
    2 days ago
  •  .... Bank of America is committed to an in-office culture that supports collaboration, engagement...  ..., and make an impact. Join us! Delaware Trust Officer I (DE TO I), Wilmington, DE - The...  ...responsible for faithfully executing our fiduciary duties as well as complying with all laws... 
    Work at office
    Work from home
    Flexible hours
    Shift work
    Day shift

    National Black MBA Association

    Wilmington, DE
    1 day ago
  • 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... 

    The Accredited Estate Planner

    Wilmington, DE
    1 day ago
  • Bank of America in Wilmington, DE seeks a Trust Officer I to professionally administer fiduciary accounts and provide expert fiduciary guidance. You will work with relationship managers and portfolio managers to address client needs, focusing on legality, tax and estate... 

    National Black MBA Association

    Wilmington, DE
    1 day ago
  • Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2...  ...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

    Chilton Trust

    Wilmington, DE
    2 days ago
  • Rockefeller Capital Management’s Delaware-based Trust Operations Lead will oversee the Trust...  ...for operating model, controls, and daily fiduciary account administration. You will lead a...  ...The role requires a strategic, proactive leader with deep knowledge of OCC Regulation 9,... 
    Senior

    Rockefeller Capital Management

    Wilmington, DE
    3 days ago
  • Chilton Trust is seeking a Chief Trust Officer to supervise trust operations and fiduciary accounts. The role involves presenting recommendations, compliance monitoring, and collaborating with Wealth Planners on estate planning and tax advice. The ideal candidate will... 

    Chilton Trust

    Wilmington, DE
    2 days ago
  • Trust Officer, Assistant Manager - Private Client Primary responsibilities to include trust administration and ensuring assigned personal...  ...department. Duties include the administration of complex fiduciary trust relationships including both directed and delegated accounts... 

    JTC Group

    Wilmington, DE
    3 days ago
  • Job Overview As a Trust Officer Senior with Arden Trust Company, you will oversee Special Needs Trust account administration in addition to...  ...training and work experience. Working knowledge of all types of Fiduciary relationships including management of special needs trusts.... 
    Senior
    Work experience placement

    Arden Trust Company

    Wilmington, DE
    2 days ago
  • The Global Trusts & Estates Practice is an integral part of the services we offer to clients...  ...of experience in serving as a corporate fiduciary for families, it is important that our...  ...in their will, it is the Trust Officer's role to oversee the administration of... 

    JPMorgan Chase & Co.

    Newark, DE
    2 days ago
  • WSFS Bank is seeking a Tax Manager, Personal Tax Services, to lead the preparation and review of trust and individual tax returns. The role collaborates with wealth advisors, portfolio managers and tax colleagues to resolve complex tax matters and ensure compliance. The... 
    Senior

    WSFS Bank

    Wilmington, DE
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Trust Officer - Fiduciary Leader for Major Trusts. Be the first to apply!