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Fiduciary Management Jobs (NOW HIRING)

Fiduciary

Phoenix, AZ

$55K - $84K/yr

The Fiduciary is assigned primary responsibility for Wards, Protected Persons, and Estates, managing deceased and vulnerable persons' well-being and assets. **Pre-licensed Fiduciaries work under the ...

Fiduciary

Phoenix, AZ · On-site

$55K - $84K/yr

The Fiduciary is assigned primary responsibility for Wards, Protected Persons, and Estates, managing deceased and vulnerable persons' well-being and assets. **Pre-licensed Fiduciaries work under the ...

Fiduciary

Phoenix, AZ

$55K - $84K/yr

The Fiduciary is assigned primary responsibility for Wards, Protected Persons, and Estates, managing deceased and vulnerable persons' well-being and assets. **Pre-licensed Fiduciaries work under the ...

Fiduciary Tax Manager

Boston, MA · On-site

$130K - $180K/yr

We are looking for an experienced Fiduciary Tax Manager to lead tax compliance activities for a diverse book of trusts, estates, foundations, and retirement accounts in Boston, Massachusetts. This ...

New

Fiduciary management - Primary USDVA Fiduciary Hub contact; manage individual veteran accounts, benefits deposits & welfare disbursements * Financial support - Engage veterans with behavioral health ...

Fiduciary Tax Manager

Waukesha, WI

$111K - $145K/yr

... wealth management clients. This role is responsible for ensuring the accurate and timely preparation and filing of fiduciary income, estate, gift, personal income, and IRA-related tax returns.

Fiduciary Tax Manager

Waukesha, WI · On-site

$111K - $145K/yr

... wealth management clients. This role is responsible for ensuring the accurate and timely preparation and filing of fiduciary income, estate, gift, personal income, and IRA-related tax returns.

Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...

Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...

Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...

Fiduciary management - Primary USDVA Fiduciary Hub contact; manage individual veteran accounts, benefits deposits & welfare disbursements * Financial support - Engage veterans with behavioral health ...

Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...

Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...

Fiduciary Tax Manager

Waukesha, WI · On-site

$111K - $145K/yr

... wealth management clients. This role is responsible for ensuring the accurate and timely preparation and filing of fiduciary income, estate, gift, personal income, and IRA-related tax returns.

Manage an assigned account base of wealth management clients by working in partnership with client service teams, clients, and their professional advisors to develop a thorough understanding of ...

The Fiduciary Accountant will manage all accounting, reporting, and tax preparation related to estates, trusts, and related entities. The ideal candidate will possess deep expertise in fiduciary ...

Administer investment management agencies, IRAs, personal trusts, estates, conservatorships, and other fiduciary accounts in accordance with governing documents, fiduciary law, investment policy ...

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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 Jun 13, 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 jobs make $1,000,000 a year?

In fiduciary management, high-earning roles such as senior investment managers, chief investment officers, or partners at large financial firms can earn $1,000,000 or more annually through salaries, bonuses, and profit sharing. These positions typically require extensive experience, advanced certifications like CFA, and strong performance in managing large portfolios or client assets.

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 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.

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 job makes $10,000 a month without a degree?

Fiduciary management roles typically require specialized knowledge and certifications, and they rarely pay $10,000 a month without relevant experience or education. High-paying jobs that can reach this level without a degree are uncommon and often involve entrepreneurship, sales, or skilled trades where income depends on performance. Most well-paying jobs in finance or management require relevant qualifications or experience.

What does a fiduciary manager do?

A fiduciary manager is responsible for overseeing and managing assets or funds on behalf of clients, ensuring they are handled in accordance with legal and ethical standards. They develop investment strategies, monitor performance, and ensure compliance with fiduciary duties, often using financial analysis and risk management tools. This role requires strong knowledge of financial regulations and fiduciary responsibilities.
More about Fiduciary Management jobs
What states have the most Fiduciary Management jobs? States with the most job openings for Fiduciary Management jobs include:
Infographic showing various Fiduciary Management job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, and 14% Remote job distribution, with an average salary of $115,738 per year, or $55.6 per hour.
Fiduciary

$55K - $84K/yr

Other

Medical, PTO

Posted 12 days ago


Maricopa County rating

7.8

Company rating: 7.8 out of 10

Based on 53 frontline employees who took The Breakroom Quiz

332nd of 649 rated public administrative organizations


Job description

Posting Date

05/04/26

Application Deadline

06/21/26

Pay Range

$55,000 - $84,500 annually
Salary offers are based on the candidate's equivalent experience and internal equity with other employees within the same job classification. This position is not eligible for overtime compensation.

Job Type

Unclassified

Department

Public Fiduciary

About the Position

Are you enthusiastic about helping others? Do you want to serve your community and make an impact by supporting vulnerable populations? Consider applying for our Fiduciary position, where you will have the opportunity to make a difference every day in Maricopa County!

The Fiduciary completes a wide variety of duties to fulfill the legal mandates of the Public Fiduciary Department. They are responsible for performing intakes, referral/court investigations, and case administration related to guardianships, conservatorships, and decedent estate dispositions. Caseloads may be complex, sensitive, and varied in nature. The Fiduciary is assigned primary responsibility for Wards, Protected Persons, and Estates, managing deceased and vulnerable persons' well-being and assets.

**Pre-licensed Fiduciaries work under the supervision of a licensed Fiduciary, or designated principal, to gain knowledge and expertise during the pre-licensing period. This supervision allows pre-licensed Fiduciaries to increase responsibilities over time and fosters the necessary professional development needed to meet licensure eligibility requirements.

** Successful applicants not currently holding an Arizona Fiduciary License will be compensated at a salary rate equivalent to 97% of the rate determined to be appropriate based on the applicant's experience. A 3% increase will be awarded once licensure has been successfully obtained.

About Us

It's time for you to utilize and perfect your talents.

Join the Maricopa County Public Fiduciary and make a difference in the lives of Maricopa County's most vulnerable adults! Our dedicated team of professionals provides compassionate guardianship and conservatorship and handles final administration for those vulnerable adults who do not have another person or agency willing to serve. We are looking for individuals who are passionate about helping others and interested in innovative and collaborative efforts to meet this growing population's needs!

Apply now to work with a dynamic group of diverse and talented professionals.

Proud to Offer

  • Work with a greater purpose

  • Tuition reimbursement

  • Exceptional work-life balance

  • Opportunities for growth and development within Maricopa County

  • Low-cost, high-value healthcare for you and your qualifying dependents

  • Child care benefits, including access to our on-site center, Maricopa County Kids Club, dedicated to serving Maricopa County families

  • Paid vacation, sick time, and parental leave

  • Extensive wellness program, including an incentive

  • Enrollment in the Arizona State Retirement System, a defined retirement benefit requiring a 12% monthly contribution rate that includes a 100% employer match on Day 1

  • Want to learn more about the County's Qualifying and Compensation Philosophy? Follow this link to learn more! Work With Us | Maricopa County, AZ

We Require

  • Fiduciary license in good standing with the Arizona Supreme Court

OR

  • Bachelor's degree with a specialization in criminal justice, social services, behavioral science, gerontology, public or business administration, finance, accounting, or a closely related field

  • Two years of experience in the areas of guardianship, conservatorship, personal representative, trust administration, behavioral/mental health, elder, or disability law of a non-familial relationship

OR

  • An equivalent combination of education and guardian certification, or education and specifically relevant work experience gained within the previous ten years, may substitute for the Fiduciary License requirement.

    • Specifically, relevant work experience must be in the administration of trust, decedent's estate, guardianship, or conservatorship under the supervision of a licensed fiduciary, bank trust or trust company officer, or a licensed attorney emphasizing in the area of probate, trust, elder, mental health, or disability law.

We Also Value

  • Professional work experience in administering guardianships, conservatorships, decedents' estates, entitlements, and bank trust work

  • Experience working as a paralegal

  • Experience working with government entitlement programs

  • Experience providing mental health or social services

  • Experience managing caseloads that pertain to meeting the personal or financial needs of clients

  • National Certified Guardian with the Center for Guardianship Certification

Job Contributions

  • Coordinate, monitor, and oversee the implementation of Ward cases, treatments, residential arrangements, and continuing care plans to verify that Ward's demonstrable needs are met

  • Drive to community sites, facilities, and institutions to meet with Wards and their healthcare providers and review their treatment plans with them

  • Complete mandatory reports and maintain active compliance with the law, rules, codes, orders, and department policies to fulfill statutory Fiduciary responsibilities

  • Administer estates of protected and deceased persons with emphasis on preserving the estate and physical maintenance of personal, real, and business property

  • Perform investigations and gather information to ensure informed decision-making, with preference given to the Ward's/Protected Person's expressed wishes while serving as a guardian in the least restrictive manner

  • Testify in court regarding Ward's advocacy, determinations, litigation, recovery actions, and performance accountability to defend Ward's best interests

  • Manage or dispose of client property with preference given to the client's expressed wishes or directives

  • Determine the end of life and final arrangements for Wards, with advanced input from the client and their family, aiming to carry out their final wishes as requested

  • Communicate orally and in writing with Wards, benefit/service providers, financial institutions, residential facilities, medical and legal professionals, and other interested parties, including communications in adversarial and occasionally hostile situations

Working Conditions

  • Interact with the public and persons of varying degrees of mental stability, and occasionally in hostile situations

  • Enter residences where biohazard material or pest, or rodent infestations may exist

  • Must have the ability to work on-call nights and weekends on a rotating schedule

Selection Procedure

  • Consideration will only be given to candidates who submit online applications

  • Candidates will be contacted primarily through email and their Workday online application profile

  • Must pass a pre-employment background and/or fingerprint investigation as required by statute or policy, including drug and alcohol testing requirements for positions designated as safety-sensitive

Maricopa County is an equal opportunity employer and is committed to providing equal employment opportunities to all applicants. If you require a reasonable accommodation during the application process or to perform the essential functions of the position under the Americans with Disabilities Act (ADA), please contact MHRFeedback@maricopa.gov to initiate the interactive process.

Apply Now!


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