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Fiduciary Management Jobs (NOW HIRING)

JRG Partners

Fiduciary Accountant

Naples, FL · On-site

$160K/yr

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 ...

Gewerbe-Treuhand AG

Manager Fiduciary

Indiana, PA · On-site

$65 - $85/hr

Independent management and review of financial and payroll accounting * VAT, taxes (individuals and legal entities) * Active involvement in shaping and further developing our branch in Stansstad

Texascapitalbank

Sr. Wealth Strategist

Dallas, TX

$120K - $155K/yr

Managing all aspects of fiduciary administration for assigned accounts including, but not limited to, serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal ...

New

Bpm Llp

$100 - $124/hr

The Supervisor will play an important role in managing client engagements, reviewing staff work ... Prepare and review fiduciary accountings for trusts, estates, conservatorships, and guardianships.

Texascapitalbank

Sr. Wealth Strategist

Houston, TX

$116K - $149K/yr

Managing all aspects of fiduciary administration for assigned accounts including, but not limited to, serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal ...

New

Texascapitalbank

Sr. Wealth Strategist

Austin, TX

$120K - $155K/yr

Managing all aspects of fiduciary administration for assigned accounts including, but not limited to, serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal ...

New

Texas-Capital-Bank

Trust Officer

Dallas, TX · On-site

$90 - $150/hr

Managing all aspects of fiduciary administration for assigned accounts including, but not limited to, serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal ...

W3Global Inc.

Fiduciary Advisor

Olympia, WA · On-site

$60K - $80K/yr

Manage client relationships from prospecting through onboarding and long term service * Deliver exceptional client service and fiduciary guidance * Educate clients on financial planning and ...

QCR Holdings, Inc.

Senior Fiduciary Advisor

Moline, IL · On-site

$105K/yr

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 ...

Bpm Llp

Fiduciary Accounting Supervisor

California, MO · On-site

$100 - $124/hr

The Supervisor will play an important role in managing client engagements, reviewing staff work ... Prepare and review fiduciary accountings for trusts, estates, conservatorships, and guardianships.

Texascapitalbank

Trust Officer

Dallas, TX

Managing all aspects of fiduciary administration for assigned accounts including, but not limited to, serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal ...

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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.

Wealth Management Solutions, Trust & Estates, Closely Held Asset Management Regional Director, ED

JPMorgan Chase & Co

Columbus, OH • On-site

Full-time

Medical, Retirement

Posted 19 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

78th of 175 rated banks

Job description

Wealth Management Solutions, Trust & Estates, Closely Held Asset Management Regional Director, ED

 

About Us: The Global Trusts & Estates Practice is a cornerstone of the services we offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess both technical expertise and the ability to engage effectively with diverse families and individuals.

Position Overview: As a Regional Director in J.P. Morgan's Closely Held Asset Management ("CHAM") team, you will play a pivotal role in strategically growing and managing closely held business assets owned in trusts and estate accounts of Private Banking clients. Reporting to the CHAM Practice Lead, you will lead a team of professionals, oversee the management of closely held assets, and ensure the delivery of exceptional service to our clients. Your role will involve strategic planning, business development, asset due diligence, and collaboration with senior management to drive initiatives to completion.  You will manage a team responsible for asset review reporting activities to assess and manage risk, support account acceptance and holding recommendations, and ensure compliance with banking regulations and fiduciary standards.

Job Responsibilities:

  • Business Development: Help drive business development initiatives in collaboration with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors to grow revenue and assets under management for the Trusts & Estates practice.  Conduct due diligence on closely held business interests to support the new business acceptance process.
  • Fiduciary Management: Oversee the management of closely held assets where J.P. Morgan serves as a corporate fiduciary, ensuring compliance with banking regulations, policies, and J.P. Morgan standards.  Implement effective risk management and mitigation for assigned assets and accounts.
  • Asset Management:  Oversee completion of regulatory and due diligence reviews of closely held assets, including business reviews, management interviews, analysis of financial and operating performance, and determining marketability and account holding recommendations.  Review corporate governance and financial reporting.      Evaluate key actions, including attending shareholder meetings, approving changes in key governing documents, and evaluating purchase and sale transactions.
  • Strategic Leadership: Provide leadership and guidance to CHAM Asset Managers and internal partners, ensuring alignment with the broader goals of the Global Trusts & Estates Practice.  Provide training/education and help develop marketing materials to support business priorities.
  • Team Management: Lead and mentor a team of Asset Managers, providing guidance and support to ensure successful execution of their responsibilities.
  • Stakeholder Engagement: Serve as a liaison with internal Compliance, Legal, and Risk partners to address complex client issues and ensure adherence to regulatory requirements.
  • Process Improvement: Continuously evaluate business processes to identify and implement efficiencies.
  • Communication: Prepare and present complex analyses and recommendations to internal and external stakeholders, including clients, trust beneficiaries, professional advisors, executive management, and internal committees.

Qualifications, Capabilities, and Skills:

  • Bachelor's degree in Business, Finance, or a related field. Advanced degrees and professional credentials (e.g., CTFA, JD, CFA, MBA, CPA, ASA, AM, etc) are advantageous.
  • A minimum of 10 years of experience in trusts & estates, business valuation, investment management, private business advisory, legal, and/or accounting.
  • Proven ability to lead and manage a team of financial and other asset management professionals.
  • Detail-oriented with strong organizational skills and excellent oral and written communication abilities.
  • Proficient in conducting in-depth analyses and utilizing problem-solving skills to achieve desired outcomes.
  • Willingness to travel as necessary (less than 15%).
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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