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Charitable Trust Jobs (NOW HIRING)

Lido Advisors

Trust Officer

$120K - $145K/yr

... charitable, revocable, and irrevocable trust accounts. The Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and the overall administration ...

Fletcher Tilton P.C.

Trust Administrator

Worcester, MA · On-site

$70K - $90K/yr

Managing the administration of a wide variety of trusts, including irrevocable, revocable, testamentary, charitable, and family trusts * Overseeing day-to-day trust activity, including but not ...

MidFirst Bank

Sr Trust Tax Accountant

Denver, CO · On-site

$86K - $136K/yr

Maintain up-to-date knowledge of federal and state tax laws impacting trusts, estates, IRAs, charitable trusts, and other complex account types. * Research complex tax issues and provide guidance to ...

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$39.5K

$87.7K

$123K

How much do charitable trust jobs pay per year?

As of Jun 7, 2026, the average yearly pay for charitable trust in the United States is $87,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $107,500.00 per year, depending on experience, location, and employer.

What is the difference between Charitable Trust vs Fundraiser?

AspectCharitable TrustFundraiser
Primary RoleEstablishing and managing charitable organizations to support causesOrganizing events and campaigns to raise funds for charities
Required CredentialsLegal knowledge, nonprofit management experienceCommunication skills, fundraising experience
Work EnvironmentOffice, nonprofit organizations, legal settingsEvents, community settings, online platforms
Industry UsageLegal and nonprofit sectorsNonprofit and charitable sectors

While a Charitable Trust focuses on establishing and managing nonprofit entities, a Fundraiser concentrates on raising funds through campaigns and events. Both roles are essential in the nonprofit sector but serve different functions within the charitable ecosystem.

What are some common challenges faced by professionals working within a charitable trust, and how can they be addressed?

Professionals in charitable trusts often encounter challenges such as limited funding, regulatory compliance, and balancing donor expectations with organizational goals. Navigating these challenges requires strong communication, adaptability, and a proactive approach to relationship management. Effective collaboration with trustees, stakeholders, and external partners is essential to ensure transparency and achieve long-term impact. Regular training and staying updated on legal requirements also help maintain the trust's integrity and success.

What are the key skills and qualifications needed to thrive as a Charitable Trust Manager, and why are they important?

To thrive as a Charitable Trust Manager, you need expertise in nonprofit management, financial oversight, and knowledge of charitable law, often supported by a degree in business, finance, or nonprofit administration. Familiarity with grant management software, donor databases, and compliance systems is typically required. Outstanding communication, organizational skills, and ethical leadership set top professionals apart in this field. These skills ensure the trust is managed efficiently, funds are allocated responsibly, and the organization maintains donor confidence and regulatory compliance.

What is a charitable trust?

A charitable trust is a legal arrangement in which assets are managed by one party for the benefit of a charitable organization or purpose. These trusts are established to support causes such as education, healthcare, or poverty relief, and they offer tax advantages for donors. The assets in a charitable trust are typically managed by trustees who ensure the funds are used according to the donor’s wishes. Charitable trusts can be set up during a person's lifetime or as part of an estate plan. They are subject to specific legal requirements to maintain their tax-exempt status.
More about Charitable Trust jobs
What cities are hiring for Charitable Trust jobs? Cities with the most Charitable Trust job openings:
What states have the most Charitable Trust jobs? States with the most job openings for Charitable Trust jobs include:
What job categories do people searching Charitable Trust jobs look for? The top searched job categories for Charitable Trust jobs are:
Charitable Trust jobs near you
Infographic showing various Charitable Trust job openings in the United States as of May 2026, with employment types broken down into 2% As Needed, 44% Full Time, 53% Part Time, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $87,678 per year, or $42.2 per hour.
Wealth Management Solutions, Trust & Estates - Estate Officer

Wealth Management Solutions, Trust & Estates - Estate Officer

JPMorgan Chase & Co

Chicago, IL • On-site

Full-time

Medical, Retirement

Posted 9 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 468 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

Job summary: 

As a Wealth Management Solutions. Trust & Estates- Estate Officer within the Global Trusts & Estates Practice, you will be responsible for overseeing the administration of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax issues, and address questions raised by beneficiaries, co-executors and co-trustees and their advisors. You will also develop relationships with beneficiaries and advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. Your role will also involve training and personal development, as well as assisting in training and developing Estate Administrators and Professionals.

The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes, it is the Estate Officer's role to oversee the administration of the estate or terminating includable trust. 

This job is open at the Vice President or Executive Director Level.

Job Responsibilities:

Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services

Make recommendations regarding how the Bank shall exercise discretionary powers it has as executor and or trustee

 Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)

Work with Tax Officers and trust counsel to resolve tax issues

Address questions raised by beneficiaries, co-executors and co-trustees and their advisors

Work in a team-based environment. develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the decedent and or grantor's purposes and meet the needs of the beneficiaries

Maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide  superior client service

Partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community

Develop, retain and deepen client relationships

Partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business.  This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts

Cross-sell JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation

Reading the fiduciary materials which are circulated to each Estate Officer, attending in-house and external seminars and taking required Proficiency Training courses offered internally on a quarterly basis

Assist in training and developing their Estate Administrators and Professionals, including performance management and feedback

Required Qualifications, Skills and Capabilities

  • In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
  •  Minimum of 7 years of relevant experience focused in the Trust and Estates business; either at a corporate fiduciary or a law firm
  • Solid Client Relationship Management experience
  • Comprehensive knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration

Preferred Qualifications, Skills and Capabilities

  • Bachelor's Degree required; MBA or other advanced degree is a plus; J.D. strongly preferred
  • Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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