Sr Fiduciary Officer
Vero Beach, FL · On-site
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 ...
Vero Beach, FL · On-site
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 ...
Vero Beach, FL · On-site
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 ...
San Diego, CA · On-site
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 ...
San Diego, CA · On-site
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 ...
Vero Beach, FL · On-site
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 ...
Vero Beach, FL · On-site
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 ...
Vero Beach, FL · On-site
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 ...
Vero Beach, FL · On-site
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 ...
Naples, FL · On-site
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 ...
Naples, FL · On-site
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 ...
Wilmington, DE · On-site
$150K - $170K/yr
As a Senior Manager (PL), Fiduciary Tax, you will lead the fiduciary tax function for personal trust accounts, driving high-impact outcomes across tax operations, compliance, and process optimization.
Wilmington, DE · On-site
$150K - $170K/yr
As a Senior Manager (PL), Fiduciary Tax, you will lead the fiduciary tax function for personal trust accounts, driving high-impact outcomes across tax operations, compliance, and process optimization.
Administer investment management agencies, IRAs, personal trusts, estates, conservatorships, and other fiduciary accounts in accordance with governing documents, fiduciary law, investment policy ...
Administer investment management agencies, IRAs, personal trusts, estates, conservatorships, and other fiduciary accounts in accordance with governing documents, fiduciary law, investment policy ...
Rochester, NY · On-site
$114K/yr
Fiduciary Officer Starting Salary: $114,000 Salary Range: $100,921-$127,228 Please note: Interested ... Relationship Management * Review client relationships, interpreting legal documents, prepare ...
Rochester, NY · On-site
$114K/yr
Fiduciary Officer Starting Salary: $114,000 Salary Range: $100,921-$127,228 Please note: Interested ... Relationship Management * Review client relationships, interpreting legal documents, prepare ...
Englewood, CO · On-site
$15.50 - $20.75/hr
Associate Fiduciary Greenwood Village, CO (South Denver Metro Area) Growing Fiduciary Co. - Using ... managing trusts, serving as a personal representative or by financial power of attorney. Due to its ...
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Englewood, CO · On-site
$15.50 - $20.75/hr
Associate Fiduciary Greenwood Village, CO (South Denver Metro Area) Growing Fiduciary Co. - Using ... managing trusts, serving as a personal representative or by financial power of attorney. Due to its ...
$15.50 - $20.75/hr
Associate Fiduciary Greenwood Village, CO (South Denver Metro Area) Growing Fiduciary Co. - Using ... managing trusts, serving as a personal representative or by financial power of attorney. Due to its ...
$15.50 - $20.75/hr
Associate Fiduciary Greenwood Village, CO (South Denver Metro Area) Growing Fiduciary Co. - Using ... managing trusts, serving as a personal representative or by financial power of attorney. Due to its ...
Administer investment management agencies, IRAs, personal trusts, estates, conservatorships, and other fiduciary accounts in accordance with governing documents, fiduciary law, investment policy ...
Administer investment management agencies, IRAs, personal trusts, estates, conservatorships, and other fiduciary accounts in accordance with governing documents, fiduciary law, investment policy ...
As our Senior Fiduciary Tax Manager, you will: * Own the fiduciary tax compliance calendar and deliver end-to-end filings (returns, elections, payments and reporting) across relevant jurisdictions
As our Senior Fiduciary Tax Manager, you will: * Own the fiduciary tax compliance calendar and deliver end-to-end filings (returns, elections, payments and reporting) across relevant jurisdictions
Manhattan, NY · On-site
As our Senior Fiduciary Tax Manager, you will: * Own the fiduciary tax compliance calendar and deliver end-to-end filings (returns, elections, payments and reporting) across relevant jurisdictions
Manhattan, NY · On-site
As our Senior Fiduciary Tax Manager, you will: * Own the fiduciary tax compliance calendar and deliver end-to-end filings (returns, elections, payments and reporting) across relevant jurisdictions
$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 ...
$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 ...
As our Senior Fiduciary Tax Manager, you will: Own the fiduciary tax compliance calendar and deliver end-to-end filings (returns, elections, payments and reporting) across relevant jurisdictions ...
As our Senior Fiduciary Tax Manager, you will: Own the fiduciary tax compliance calendar and deliver end-to-end filings (returns, elections, payments and reporting) across relevant jurisdictions ...
$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 ...
$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 ...
Queens, NY · Hybrid
$70K - $140K/yr
This role is ideal for a detail-oriented professional who can manage the preparation and review of formal and informal fiduciary accountings and who brings a structured, analytical approach to ...
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Queens, NY · Hybrid
$70K - $140K/yr
This role is ideal for a detail-oriented professional who can manage the preparation and review of formal and informal fiduciary accountings and who brings a structured, analytical approach to ...
Carteret, NJ · On-site +1
$70K - $140K/yr
This role is ideal for a detail-oriented professional who can manage the preparation and review of formal and informal fiduciary accountings and who brings a structured, analytical approach to ...
Quick apply
Carteret, NJ · On-site +1
$70K - $140K/yr
This role is ideal for a detail-oriented professional who can manage the preparation and review of formal and informal fiduciary accountings and who brings a structured, analytical approach to ...
We're seeking a future team member for the role of Vice President, Fiduciary to join our Wealth Management team. This role is located in Philadelphia, PA. In this role, you'll make an impact in the ...
We're seeking a future team member for the role of Vice President, Fiduciary to join our Wealth Management team. This role is located in Philadelphia, PA. In this role, you'll make an impact in the ...
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 ...
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 ...
$24.5K - $32.8K
9% of jobs
$32.8K - $41.1K
15% of jobs
$41.8K is the 25th percentile. Wages below this are outliers.
$41.1K - $49.5K
17% of jobs
The median wage is $52.3K / yr.
$49.5K - $57.8K
27% of jobs
$62.9K is the 75th percentile. Wages above this are outliers.
$57.8K - $66.1K
12% of jobs
$66.1K - $74.4K
8% of jobs
$74.4K - $82.7K
4% of jobs
$82.7K - $91K
3% of jobs
$91K - $99.4K
2% of jobs
$99.4K - $107.7K
2% of jobs
$107.7K - $116K
1% of jobs
$24.5K
$59.5K
$116K
| Aspect | Fiduciary Manager | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications | CFP, ChFC, or similar certifications |
| Work Environment | Institutional settings, managing client portfolios or funds | Individual clients, providing personal financial planning |
| Employer & Industry | Financial institutions, asset management firms | Independent or firm-based, financial planning firms |
| Search & Comparison Intent | Understanding fiduciary responsibilities vs financial advising | Comparing 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.
8.0
Based on 23 frontline employees who took The Breakroom Quiz
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