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Fiduciary Management Jobs (NOW HIRING)

Fiduciary Advisor II

Glenview, IL · On-site

$104K - $128K/yr

The Fiduciary Advisor manages fiduciary relationships, ensuring client objectives are met and are consistent with the governing documents and fiduciary administration principles. The Fiduciary ...

As a Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based in Cleveland ... Handles risk management and the resolution of legal and compliance-related issues for assigned ...

Senior Fiduciary Advisor DEPARTMENT: 980 - Wealth Management/Trust JOB SUMMARY: The Senior Fiduciary Advisor is the primary administrative point of contact for grantors and beneficiaries and is also ...

New

Senior Fiduciary Officer

Denver, CO · On-site

$164K - $288K/yr

Exhibits excellent time management skills. 2. Exhibits depth of knowledge of governing documents and account agreements. Exhibits extensive knowledge of fiduciary duties and applicable laws ...

Manage and grow existing client relationships with a strong focus on risk management, while meeting ... Support fiduciary administration across client relationships, including discretionary and non ...

Manage and grow existing client relationships with a strong focus on risk management, while meeting ... Support fiduciary administration across client relationships, including discretionary and non ...

Manage and grow existing client relationships with a strong focus on risk management, while meeting ... Support fiduciary administration across client relationships, including discretionary and non ...

Fiduciary Advisor Sr

Princeton, NJ · On-site

$123K - $228K/yr

As a Fiduciary Advisor within PNC's Private Bank organization, you may be based in Princeton, NJ ... Handles risk management and the resolution of legal and compliance-related issues for assigned ...

Senior Fiduciary Officer

Denver, CO · On-site

$164K - $288K/yr

Exhibits excellent time management skills. 2. Exhibits depth of knowledge of governing documents and account agreements. Exhibits extensive knowledge of fiduciary duties and applicable laws ...

Senior Fiduciary Officer

Denver, CO · On-site

$164K - $288K/yr

Exhibits excellent time management skills. 2. Exhibits depth of knowledge of governing documents and account agreements. Exhibits extensive knowledge of fiduciary duties and applicable laws ...

Fiduciary Advisor Sr

Cleveland, OH · On-site

$112K - $208K/yr

As a Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based in Cleveland ... Handles risk management and the resolution of legal and compliance-related issues for assigned ...

KPB Sr. Fiduciary Strategist

Indianapolis, IN · On-site

$116K - $150K/yr

As a member of the Key Private Bank (KPB) relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs. The Sr Fiduciary ...

As a Fiduciary Advisor Sr within PNC's Fiduciary organization, you will be based in Pittsburgh, PA ... Handles risk management and the resolution of legal and compliance-related issues for assigned ...

Probate Fiduciary Accountant

Naples, FL · On-site

$80K - $100K/yr

The Probate Fiduciary Accountant will manage probate and fiduciary accounting tasks, ensuring accurate reporting and compliance. Client Details This long-standing trusts and estates firm is hiring in ...

New

As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based in Pittsburgh ... Handles risk management and the resolution of legal and compliance-related issues for assigned ...

Administer and advise the Wealth Management team on interpretation of key trust provisions and fiduciary duties for client relationships * Support the management and growth of existing client ...

Showing results 41-60

Fiduciary Management information

See salary details

$11K

$115.7K

$259K

How much do fiduciary management jobs pay per year?

As of Aug 12, 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 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 fiduciary management professionals make good money?

Fiduciary management professionals typically earn competitive salaries that vary based on experience, location, and the size of the organization. They often hold certifications such as CFA or CAIA, which can influence earning potential, and may receive bonuses or benefits aligned with industry standards.

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 does a fiduciary management do?

A fiduciary management professional oversees and manages investment portfolios or assets on behalf of clients, ensuring they are handled in the clients' best interests. They analyze financial data, develop investment strategies, and may use tools like financial models or software to optimize asset performance, often requiring certifications such as CFA or CFP. Their role involves compliance with fiduciary duties and risk management to meet clients' long-term financial goals.
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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $115,738 per year, or $55.6 per hour.

Fiduciary Advisor II

Busey Bank

Glenview, IL • On-site

$104K - $128K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago


Busey Bank rating

6.3

Company rating: 6.3 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

150th of 171 rated banks


Job description

Position Summary
The Fiduciary Advisor (FA) is responsible for the administration of fiduciary accounts where Busey is acting as trustee, executor, administrator, conservator, guardian, or agent for Busey Wealth Management clients. The Fiduciary Advisor manages fiduciary relationships, ensuring client objectives are met and are consistent with the governing documents and fiduciary administration principles. The Fiduciary Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of each clients' unique goals and objectives.
Duties & Responsibilities
  • Act as the primary relationship manager for a book of clients.
  • Frequently meet with clients; formulate the appropriate actions necessary to help the client and enhance their relationship with Busey.
  • Complete mandatory account reviews for the assigned accounts.
  • Participate in Fiduciary Committees as needed.
  • Attend discovery/needs-based training.
  • Serve as resource for the team and act as a project leader from time to time.
  • Administer accounts in a manner that ensures operational compliance with relevant governing instruments, legal requirements, and business line policies and procedures yet ensures a high level of client service.
  • Provide high level customer service to clients, beneficiaries, advisors, and other related parties to assigned accounts.
  • Coordinate and arrange for the presentation and review of discretionary distributions, other discretionary matters, and acceptance of new fiduciary business.
  • Escalate issues to the Director of Fiduciary Services and Compliance/Fiduciary Officer as appropriate.

Education & Experience
Knowledge of:
  • Strong oral and written communication skills
  • Strong sales and client service skills
  • Knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office Suite
  • Wealth Management Services including trust administration, estate settlement, Investments, financial planning, and banking concepts including asset allocation
  • A fiduciary approach to managing client relationships

Ability to:
  • Experience administering fiduciary accounts
  • Develop and manage client relationships at an advanced level
  • Make recommendations consistent with the client's Investment Policy Statement
  • Make independent decisions
  • Respond timely to client needs and requests
  • Partner with other associates on the team in a collaborative and client-focused manner
  • Understand and think strategically about each client's financial planning
  • Analyze and interpret numerical data
  • Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
  • Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
  • Perform duties under frequent time pressures
  • The Fiduciary Advisor II role is for those Advisors managing larger more complex books of business that bring in substantial revenue.

Education and Training:
  • Requires a bachelors' degree or commensurate experience with fiduciary administration; previous trust experience preferred.
  • On-going development and broadening of appropriate knowledge and skills; additional education will need to be successfully completed; must be in good standing with First Busey Corporation continuing education.
  • Minimum of 10 hours of annual continuing education in courses related to the position's responsibilities. Approved webinars, seminars, and courses will be credited at the CE amount state.

Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $104,000.00 - $128,000.00 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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