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Fiduciary Manager Jobs in Santa Rosa, CA (NOW HIRING)

BANK OF MARIN

Trust Officer

Novato, CA · On-site

$99K - $146K/yr

This role is responsible for managing and growing a portfolio of fiduciary and agency relationships while delivering exceptional service to clients, beneficiaries, and professional advisors. As a ...

Petaluma Health Center

General Counsel

Petaluma, CA · On-site

$192K - $275K/yr

Oversees management of outside counsel and legal expenditures. Contracts, Transactions & Business ... fiduciary obligations, healthcare regulatory requirements, and corporate best practices. * Supports ...

Petaluma Health Center

General Counsel

Petaluma, CA

$192K - $275K/yr

Oversees management of outside counsel and legal expenditures. Contracts, Transactions & Business ... fiduciary obligations, healthcare regulatory requirements, and corporate best practices. * Supports ...

Petaluma Health Center

General Counsel

Petaluma, CA · On-site

$192K - $275K/yr

Oversees management of outside counsel and legal expenditures. Contracts, Transactions & Business ... fiduciary obligations, healthcare regulatory requirements, and corporate best practices. * Supports ...

All JobsFiduciary JobsFiduciary Manager JobsFiduciary Manager Jobs in Santa Rosa, CA

Fiduciary Manager information

See Santa Rosa, CA salary details

$26.8K

$65.1K

$126.8K

How much do fiduciary manager jobs pay per year?

As of Aug 22, 2026, the average yearly pay for fiduciary manager in Santa Rosa, CA is $65,081.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,900.00 and $74,900.00 per year, depending on experience, location, and employer.

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 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 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 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 are the most commonly searched types of Fiduciary jobs in Santa Rosa, CA?

The most popular types of Fiduciary jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Fiduciary Manager jobs?

Cities near Santa Rosa, CA with the most Fiduciary Manager job openings:

Fiduciary Manager jobs near you
Infographic showing various Fiduciary Manager job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, 1% Temporary, and 1% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $65,081 per year, or $31.3 per hour.

Tax Manager - Estate, Gift & Trust

Solid Rock Recruiting LLC

Santa Rosa, CA • On-site, Remote

$120K - $225K/yr

Full-time

Re-posted 10 hours ago

Job description

Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential)

A top national CPA advisory firm is seeking a Tax Manager with a specialized focus in Estate, Gift & Trust taxation to join their growing Private Wealth practice.

This is a high-impact, client-facing role working with high-net-worth individuals, families, and closely held entities—providing both compliance and strategic advisory across complex wealth structures.

If you enjoy working in fiduciary tax, estate planning, and trust structures and want to move into a more visible, advisory-driven position, this is a standout opportunity.

Location & Flexibility
  • Open to candidates within ~150 miles of the Bay Area
  • Multiple Northern California office locations
  • Hybrid flexibility as the standard
  • Fully remote considered for top-tier estate/trust professionals
What You’ll Be Doing
  • Lead and review estate, gift, and trust (fiduciary – 1041) tax engagements
  • Provide tax planning and advisory services to high-net-worth individuals and families
  • Advise on estate structures, wealth transfer strategies, and trust planning
  • Review and analyze complex financial and tax reporting with clients
  • Serve as a trusted advisor on both compliance and long-term planning
  • Manage client relationships and act as a primary point of contact
  • Mentor and develop staff working within the private wealth practice
  • Drive efficiencies and improvements across engagement processes
  • Stay current on evolving estate, gift, and fiduciary tax regulations
What They’re Looking For
  • CPA or JD required
  • 5+ years of public accounting experience
  • Direct experience with estate, gift, and trust taxation (REQUIRED)
  • Experience working with high-net-worth / private wealth clients strongly preferred
  • 2+ years of leadership, mentoring, or supervisory experience
  • Strong client-facing, advisory, and communication skills
  • Ability to manage multiple complex engagements
Why This Opportunity Stands Out
  • Top national firm with a strong and growing Private Wealth practice
  • Opportunity to focus deeply in estate, gift, and trust work (not diluted with general tax)
  • Advisory-driven role with meaningful client interaction
  • High visibility with firm leadership and influence on engagements
  • Flexible work environment with autonomy over schedule
  • Clear path to Senior Manager / leadership roles
  • Collaborative culture with a strong emphasis on work-life balance
Interested or Curious?

Even if you’re not actively looking, this is worth a quick conversation—especially if you’re currently doing trust/estate work and want more flexibility or visibility.

All inquiries are 100% confidential.

Joey Wieger
Director of Recruiting
605-601-4597
Joey@solidrockrecruiting.com