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Fiduciary Management Jobs (NOW HIRING)

Orrstown Bank

Fiduciary Management Associate

York, PA · On-site

The Fiduciary Management Associate plays a crucial role in ensuring that our clients' financial assets are managed in accordance with their best interests and regulatory requirements. This position ...

Boston Private

Fiduciary Manager

San Mateo, CA · On-site

Company Description Boston Private is a leading wealth management, trust, and private banking ... The Fiduciary Manager will serve in a supervisory capacity - managing, training and developing a ...

Boston Private

Fiduciary Manager

San Mateo, CA · On-site

Company Description Boston Private is a leading wealth management, trust, and private banking ... The Fiduciary Manager will serve in a supervisory capacity - managing, training and developing a ...

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Fiduciary Management information

See salary details

$11K

$115.7K

$259K

How much do fiduciary management jobs pay per year?

As of Sep 5, 2026, the average yearly pay for fiduciary management in the United States is $115,738.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $129,500.00 per year, depending on experience, location, and employer.

What is fiduciary management?

Fiduciary management refers to the professional management of assets on behalf of clients, typically pension funds, charities, or trusts. A fiduciary manager is responsible for making investment decisions, monitoring risks, and ensuring that the assets are managed in line with the clients’ objectives and regulatory requirements. The fiduciary manager must act in the best interests of the client and adhere to a high standard of care and loyalty. This role often involves strategic asset allocation, manager selection, and ongoing performance monitoring.

What are the main challenges faced by professionals in fiduciary management and how can they be navigated?

Professionals in Fiduciary Management often face the challenge of balancing client objectives with regulatory compliance and market volatility. Staying up-to-date with evolving investment regulations and ensuring transparent, client-centered decision-making is essential. Effective communication with clients and internal teams is key to navigating these complexities, as is a strong understanding of risk management frameworks. Continuous professional development and collaboration with compliance departments can help address these challenges and enhance long-term trust with clients.

What are the key skills and qualifications needed to thrive as a fiduciary manager, and why are they important?

To thrive as a Fiduciary Manager, you need strong investment knowledge, analytical skills, and typically a background in finance, economics, or a related field, often supported by qualifications such as CFA or equivalent. Familiarity with portfolio management systems, risk analytics tools, and regulatory compliance frameworks is essential. Exceptional communication, decision-making, and relationship management skills help build trust with clients and collaborate effectively with stakeholders. These skills are crucial to ensure prudent management of assets, regulatory adherence, and the achievement of clients’ long-term financial objectives.

What is the difference between Fiduciary Management vs Investment Advisor?

AspectFiduciary ManagementInvestment Advisor
CredentialsCertifications like CFA, CFP often preferredCertifications like CFA, CFP common
Work EnvironmentTypically manages large institutional or pension fundsServes individual and institutional clients
Employer & Industry UsageUsed by pension funds, endowments, large institutionsUsed by individuals, small institutions, corporations
Search & Comparison IntentUnderstanding fiduciary responsibilities and management scopeSeeking investment advice and portfolio management

Fiduciary Management involves overseeing large institutional funds with a fiduciary duty, focusing on comprehensive fund management. Investment Advisors typically serve individual clients or smaller entities, providing tailored investment advice. While both roles require similar certifications, their work environments and client bases differ significantly.

Do fiduciaries make good money?

Fiduciary management professionals typically earn competitive salaries that vary based on experience, location, and the size of the assets managed. Senior fiduciaries or those with specialized certifications can earn higher compensation, often including bonuses or profit sharing. Overall, the role offers the potential for a lucrative career in financial services.
More about Fiduciary Management jobs

What states have the most Fiduciary Management jobs?

States with the most job openings for Fiduciary Management jobs include:

What job categories do people searching Fiduciary Management jobs look for?

The top searched job categories for Fiduciary Management jobs are:

Fiduciary Management jobs near you
Infographic showing various Fiduciary Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $115,738 per year, or $55.6 per hour.

Fiduciary Management Associate

Orrstown Bank

York, PA • On-site

Full-time

Posted 19 days ago

Job description


About the Role:

The Fiduciary Management Associate plays a crucial role in ensuring that our clients' financial assets are managed in accordance with their best interests and regulatory requirements. This position works with Trust Operations and Fiduciary Administration to fully develop and learn the skills necessary to become Trust Officer. Support account setup, asset transfer, account review, investment review, policies, fees, and platform processes and procedures. Acquire knowledge of tax reporting for trusts, IMA, IRA, and estates.

Minimum Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Strong analytical skills and ability to communicate effectively with clients and associates.
  • Proficient reading, verbal and written communication, mathematical, interpersonal, sales and PC skills; proven proficiency within Microsoft Office suite.

Responsibilities:

  • Work with the Fiduciary Officers to assist in the performance of a variety of trust administration functions including but not limited to administration of accounts, estate settlement and new business support.
  • Proactively address administrative exceptions and coordinate workflow between the Fiduciary Administration team and Trust Operations. 
  • Review and close tasks and exceptions communicated through the Cheetah system by Orrstown Financial Advisor (OFA) field and fiduciary teams, BPO, and Fifth Third custody reconciliations. 
  • Complete quarterly and annual tax balance due and estimated payment processing. Coordinate agent for trust returns, and 990 returns with area Certified Public Accounting firms.
  • Research field questions.
  • Provide Accunet backup to Trust Operations.