Senior Trust Officer - Fiduciary Leader for Client Wealth
HighTower Advisors, LLC
Hightower is seeking a Senior Trust Officer in Chicago to administer trust accounts and cultivate relationships with clients and advisors. You will interpret legal documents, ensure fiduciary compliance, and maintain high service levels through research and timely responses. The position requires a decade of trust administration experience, a JD or equivalent education, and strong communication skills. Expect a competitive base salary with discretionary bonus and comprehensive benefits. #J-18808-Ljbffr HighTower Advisors, LLC
- Hightower Advisors in Chicago seeks a Senior Trust Officer to manage a book of trust accounts, interpret documents, and uphold fiduciary duties while building strong client relationships with advisors. You will review accounts, coordinate with investments, tax, legal and...Senior
- Bank of America is seeking a senior fiduciary and investment management professional to manage high-net... ...role focuses on fiduciary administration, trust education, wealth planning, and risk management, with an emphasis on client experience and relationship growth. The...Senior
$98.1k - $210k
...and delivering for our clients, teammates, communities... ...is committed to an in-office culture with specific requirements... ...for managing a book of fiduciary and investment... ...management and trust accounts and working with... ...assisting clients with wealth planning needs, and managing...SeniorFull timeWork at officeDay shift$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management... ...Oil/Gas Interests), held in fiduciary accounts on the Wealth... ...with colleagues, clients, tenants, managers/general partners... ...as appropriate with assigned Trust Officers and other relationship...SeniorRemote work$140k - $150k
...8, Hightower is a wealth management firm that... ...and family offices, as well as 401(k)... ...businesses and help their clients achieve their... ...Future Team Hightower Trust Company is a... ...Company provides fiduciary services and investment... ...What You’ll Do The Senior Trust Officer will...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to Thursday- JPMorganChase is seeking a Junior Trust Officer VP in wealth management solutions to oversee trust administration and analyze trust... ...for new trust business, and cross-sell JPM products/services to meet fiduciary obligations and client needs. #J-18808-Ljbffr JPMorganChase
- The Global Trusts & Estates Practice is an integral part... ...services we offer to clients. With over 170 years of... ...serving as a corporate fiduciary for families, it is... ...will, it is the Trust Officer's role to oversee the administration... ...Trust Officer VP in Wealth Management Solutions,...
- ...Description The Global Trusts & Estates Practice is an... ...services we offer to clients. With over 170 years of... ...serving as a corporate fiduciary for families, it is important... ...will, it is the Trust Officer's role to oversee the... ...Trust Officer VP in Wealth Management Solutions, Trust...
- ...Chicago, IL seeks an experienced Wealth Advisor to manage and grow... ...with high-net-worth clients, delivering goals-based investment... ...strategies. You will act as trusted advisor, assess client circumstances... .... Strong communication, fiduciary responsibilities, and 7+ years...Senior
- The company manages a book of fiduciary and investment management accounts for high-net-worth clients, overseeing administration, education, and risk... ...driving business development within wealth offerings. You will coordinate trust operations, client engagement, and regulatory...Senior
- Northern Trust is seeking a Senior Lead for Digital Client Experience (CX) in Wealth Management to guide the design, execution, and continual improvement of the firm’s... ...strategy across all touchpoints. You will work with leaders to embed client-centric principles, drive...Senior
- 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
- Brighton Jones is hiring an Advisor to manage client service teams, provide analytical and operational support, and drive client engagement. The role is fully‑time, exempt, and requires an in‑office presence. You will lead client meetings, prepare CNA, SAA and VFA analyses...SeniorWork at office
- JPMorgan Chase & Co. is seeking a Junior Trust Officer in the Wealth Management Solutions, Trust & Estates practice in Chicago. You will oversee... ...cross-selling JPM products/services. The role requires strong fiduciary knowledge, bachelor’s degree, and several years of...
- ...Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to... ...and Ultra High Net Worth clients. This leader will partner closely with... ...applicable investment, fiduciary, and risk management policies... ..., financial advisors, trust officers, and other specialists...SeniorFull timeWork experience placementWork at office
- Northern Trust in Chicago seeks a Client Onboarding Specialist to coordinate onboarding projects, manage milestones, and collaborate with Advisors, Operations, and Legal. The role focuses on delivering a high-touch onboarding experience while ensuring timelines and risk...
- U.S. Bank is seeking a senior wealth management professional to retain and grow relationships with medium to large high-net-worth clients. You will assemble a team of Banking, Trust and Investment professionals to meet and exceed client needs, delivering expert guidance...Senior
$164.6k - $288k
About Northern Trust Northern Trust, a Fortune... ...most sophisticated clients using leading... ...exceptional service. SENIOR RELATIONSHIP/TRUST ADVISOR, WEALTH MANAGEMENT OH: R151... ...delivers high quality fiduciary and administrative... ...encouraged, senior leaders are accessible, and...SeniorWork experience placementFlexible hours- ...zerohash national trust bankzerohash national... ...bank with the Office of the Comptroller... ...organized to exercise fiduciary powers and conduct... ...services for its clients.Candidates must be... ...be the bank’s senior-most fiduciary executive... ...across brokerage, wealth, payments, and...Full timeWork at officeImmediate startRemote work
$141k - $190k
Wintrust Wealth Management serves the financial... ...needs of private clients, including high net... ..., Wintrust Private Trust., Great Lakes Advisors... ...SummaryThe Chief Fiduciary Officer (CFO-Fiduciary) is the senior-level Officer... ...other business line leaders to align fiduciary...Full timeWork at office$300k - $400k
...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 fiduciary tax matters. Candidates must be licensed to practice...SeniorPrivate practice- ...experience to join the Private Client practice group. The ideal... ...will have a strong tax-focused trusts and estates practice, advising... ..., families, family offices, and closely held businesses... ...generation-skipping transfer, and fiduciary income tax matters. Illinois...SeniorPrivate practice
- Wintrust Wealth Management is seeking a Client Portfolio Manager to partner with private bankers, financial advisors, and trust officers to deliver tailored portfolio solutions aligned with client objectives. The role focuses on constructing, managing, and monitoring client...Senior
$175k - $200k
...seasoned legal professional to enhance their Trusts & Estates practice. The ideal candidate... ...of experience serving high-net-worth clients, licensed to practice in Illinois, and possess... ...knowledge in Estate Planning and Wealth Management. This role offers a competitive...SeniorFlexible hours$162.5k - $301.7k
The PositionSenior Thought Leader Liaison (TLL) - NeuroimmunologyWe’re passionate... ...transforming society.The Opportunity:The Senior TLL role at Genentech acts as the lead Commercial... ...and patient access by serving as the trusted connection to priority TAEs, converting...SeniorFull timeLive inLocal areaRelocation packageFlexible hoursShift work- 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...Senior
$120k - $150k
...what’s right for our clients.At CIBC, we... ...doingThe Private Wealth Audit team provides... ...portfolio, including trust companies, registered... ...banking. As a Senior Audit Manager, you... ...(CFA), Certified Fiduciary and Investment Risk... ...simulation, coding, MS Office). Our goal for the...SeniorFull timeRemote workShift work2 days per week- Overview A law firm seeks a Senior Associate, Counsel, or Income... ...Partner to join its Private Clients, Trusts & Estates practice in... ...Responsibilities Advise family offices and closely-held business owners... ...understanding of income, fiduciary, estate, gift, and generation...SeniorPrivate practiceFlexible hoursShift work
- Fifth Third Bank is seeking a Senior Wealth Strategist to serve as the primary wealth strategy expert for high-net-worth clients (>$15MM). You will partner with Wealth Management Advisors and the Private Bank to lead discovery, develop integrated wealth plans, and support...Senior
$117k - $158k
...Description Summary Chief Fiduciary Officer (CFO-Fiduciary) is the senior‑level officer... ...across the trust company. The role ensures... ...other business‑line leaders to align fiduciary... ...governing instruments and client intent. Oversee... ...of Wintrust Wealth Management through...
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