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Fiduciary Manager Jobs (NOW HIRING)

Boston Private

Fiduciary Manager

San Mateo, CA · On-site

The Fiduciary Manager will serve in a supervisory capacity - managing, training and developing a regional team of Trust Officers while fostering a strong team oriented, positive culture. * The ...

Boston Private

Fiduciary Manager

San Mateo, CA

The Fiduciary Manager will serve in a supervisory capacity - managing, training and developing a regional team of Trust Officers while fostering a strong team oriented, positive culture. * The ...

Northern Trust

Sr Fiduciary Officer

Newport Beach, CA · On-site

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 ...

Eclaro

Fiduciary Director

Manhattan, NY

$200K - $250K/yr

Fiduciary Director Job Number: 26-00284 Bank on a company that will help you reach your career ... Manage and develop trust centers, associated support, and specialty teams within Information ...

First Citizens Bank

Fiduciary Officer

Raleigh, NC · On-site

Fiduciary Management - Administers personal trust accounts. Consults with team and clients to develop comprehensive, long-range fiduciary and estate plans. Ensure accounts comply with legal and ...

First Citizens Bank

Fiduciary Officer

Raleigh, NC · On-site

Fiduciary Management - Administers personal trust accounts. Consults with team and clients to develop comprehensive, long-range fiduciary and estate plans. Ensure accounts comply with legal and ...

First Citizens Bank

Senior Fiduciary Officer

Manhattan, NY · On-site

$150K - $210K/yr

Fiduciary Management - Administers complex personal trust relationships. Consults with team and clients to develop comprehensive, long-range fiduciary and estate plans. Ensure accounts comply with ...

Bank OZK

Fiduciary Associate

Clearwater, FL · On-site

$14 - $18.50/hr

Knowledge of general banking and/or wealth or fiduciary management concepts. * Knowledge of basic fiduciary law. * Knowledge of or willingness to learn trust accounting programs and software ...

Bank OZK

Fiduciary Associate

Clearwater, FL · On-site

$14 - $18.50/hr

Knowledge of general banking and/or wealth or fiduciary management concepts. * Knowledge of basic fiduciary law. * Knowledge of or willingness to learn trust accounting programs and software ...

Waukesha State Bank

Fiduciary Tax Manager

Waukesha, WI · On-site

$111.10K - $145.60K/yr

Prairie Trust ® , a division of Waukesha State Bank, is seeking an experienced Fiduciary Tax Manager to oversee all aspects of fiduciary tax compliance for our trust and wealth management clients.

Waukesha State Bank

Fiduciary Tax Manager

Waukesha, WI · On-site

$111.10K - $145.60K/yr

Prairie Trust ® , a division of Waukesha State Bank, is seeking an experienced Fiduciary Tax Manager to oversee all aspects of fiduciary tax compliance for our trust and wealth management clients.

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How much do fiduciary manager jobs pay per year?

As of May 31, 2026, the average yearly pay for fiduciary manager in the United States is $59,525.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $68,500.00 per year, depending on experience, location, and employer.

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 a strong background in finance, investment management, and risk assessment, usually supported by a relevant degree and professional qualifications such as CFA or equivalent. Proficiency with portfolio management systems, financial modeling tools, and regulatory compliance platforms is typically required. Exceptional analytical thinking, attention to detail, and strong interpersonal skills help build client trust and facilitate effective decision-making. These skills and qualities are vital to ensure prudent asset management, regulatory adherence, and the delivery of optimal outcomes for clients.

What are the main challenges a Fiduciary Manager faces when balancing client objectives with evolving market conditions?

As a Fiduciary Manager, one of the primary challenges is aligning clients’ long-term investment goals with the dynamic nature of financial markets. This involves regularly reassessing risk profiles, staying updated on regulatory changes, and efficiently adjusting asset allocations to optimize returns while minimizing risk. Effective communication with clients and internal teams is essential to ensure strategies remain aligned with client objectives, even when market conditions shift. Success in this role requires strong analytical skills, adaptability, and a proactive approach to managing both client relationships and investment strategies.

What is a Fiduciary Manager?

A Fiduciary Manager is a financial professional or firm responsible for overseeing and managing investment decisions on behalf of clients, typically institutions such as pension funds, charities, or endowments. They take on the responsibility of selecting, monitoring, and replacing investment managers, and ensure that investments align with the client's objectives and regulatory requirements. By delegating these responsibilities to a fiduciary manager, clients benefit from expert oversight, risk management, and potentially improved investment outcomes.

What is the difference between Fiduciary Manager vs Financial Advisor?

AspectFiduciary ManagerFinancial Advisor
CredentialsCFP, CFA, or similar certificationsCFP, ChFC, or similar certifications
Work EnvironmentInstitutional settings, managing client portfolios or fundsIndividual clients, providing personal financial planning
Employer & IndustryFinancial institutions, asset management firmsIndependent or firm-based, financial planning firms
Search & Comparison IntentUnderstanding fiduciary responsibilities vs financial advisingComparing personal financial planning services

Fiduciary Managers primarily oversee institutional funds and adhere to fiduciary standards, focusing on managing assets for organizations or large clients. Financial Advisors typically work directly with individual clients, offering personalized financial planning and investment advice. While both roles require similar certifications and operate within the financial industry, their work environments and client focus differ significantly.

What cities are hiring for Fiduciary Manager jobs? Cities with the most Fiduciary Manager job openings:
What are the most commonly searched types of Fiduciary jobs? The most popular types of Fiduciary jobs are:
What states have the most Fiduciary Manager jobs? States with the most job openings for Fiduciary Manager jobs include:
Fiduciary Manager jobs near you
Infographic showing various Fiduciary Manager job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 97% Full Time, and 2% Contract. Highlights an 90% Physical, and 10% Remote job distribution, with an average salary of $59,525 per year, or $28.6 per hour.

Fiduciary Manager

Boston Private

San Mateo, CA • On-site

Full-time

Posted 24 days ago

Job description

Company Description
Boston Private is a leading wealth management, trust, and private banking company with a national presence. Headquartered in Boston, we serve clients from our offices located in the major markets of Boston, San Francisco, San Jose, Los Angeles and Palm Beach.
We're committed to building a trusted relationship with each client and have the broad expertise to create comprehensive, custom solutions for their personal and business needs that are often interconnected.
As wealth creators, our clients value having one trusted resource that can help them address all of their wealth management, trust, and private banking needs.
Job Description
Reporting to the National Director of Trust & Fiduciary Services, the Fiduciary Manager will take a leadership role as a "Player / Coach" in training and developing T&FS staff as well as overseeing and managing all aspects of Trust relationship administration under the supervision of the National
Director of Trust & Fiduciary Services and/or Chief Fiduciary Officer; including identifying and assisting in the opening of new business, administration, and closing of trusts as helpful and required.
Qualifications
  • The Fiduciary Manager will serve in a supervisory capacity - managing,
    training and developing a regional team of Trust Officers while fostering a
    strong team oriented, positive culture.
  • The Fiduciary Manager will also be the regional liaison with Boston
    Private Wealth and will be responsible for building a strong relationship
    between Trust Officers and Client Advisors. In this regard, may have a
    reporting line (dotted) to regional head of the Wealth business.
  • The Fiduciary Manager will engage the local estate and financial
    planning communities to ensure favorable visibility of the Bank and its trust and
    fiduciary capabilities.
  • The Fiduciary Manager will manage a portfolio of trust relationships
    including all aspects of opening, administering, and closing of trust and
    fiduciary business.
  • The Fiduciary Manager will serve as a role model and mentor to the
    Trust Officers & Trust Assistants within the team.
  • The Fiduciary Manager will serve as a resource for other areas of the
    Bank with regard to Trust & Fiduciary issues as they may arise and may be
    called upon to assist with Bank and Trust & Fiduciary Services marketing
    efforts, including articles and presentations.
  • The Fiduciary Manager will understand the nuances of the discretionary
    review process and participate in such evaluations.
  • The Fiduciary Manager will complete all necessary regulatory reporting
    regarding accounts including but not limited to Initial and Annual
    Administrative and Investment Review monitoring.
  • The Fiduciary Manager will be responsible for identifying and reporting
    compliance / risk-related matters to the National Director and Chief Fiduciary
    Officer within Trust & Fiduciary Services as well as assisting with the
    management and mitigation of risk. This should include potential and actual
    complaints, threatened and actual claims of litigation.
  • The Fiduciary Manager will identify and escalate opportunities for
    process improvement.
  • The Fiduciary Manager will engage the Sales Professionals and
    Assistants to assist in the evaluation and acceptance of new business.
  • Effectively
    represents the firm at internal and external industry events
  • Personal compliance
    with all industry rules and regulations and firm policies
  • Other duties as
    assigned

Minimum Qualifications:
  • Bachelor's degree from an accredited
    college or university required.
  • Graduate work including J.D. and LLM or
    similar preferred.
  • Additional educational certifications
    such as CFP®, CTFA preferred.
  • At least 10 years of experience working
    directly with settlors and beneficiaries on trust matters.
  • At least 5 years of experience managing
    a team of Trust & Estate professionals
    including demonstrated ability to delegate, develop and effectively
    problem solve
  • Deep understanding of the role of
    fiduciaries and delivery of trust and fiduciary services.
  • Ability to travel for client meetings
  • Demonstrated interpersonal skills
    suggesting ability to enhance the Bank's Trust business-both internally
    and externally.

Additional Information
All your information will be kept confidential according to EEO guidelines.

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