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Fiduciary Manager Jobs (NOW HIRING)

US Bank

Fiduciary Specialist

Los Angeles, CA · On-site

Bank's Personal Trust (PT) business, including Ascent, Private Wealth Management, and Wealth Management segments. Fiduciary Specialists apply fiduciary knowledge and judgement to: ensure PT ...

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 ...

US Bank

Fiduciary Specialist

Minneapolis, MN · On-site

Bank's Personal Trust (PT) business, including Ascent, Private Wealth Management, and Wealth Management segments. Fiduciary Specialists apply fiduciary knowledge and judgement to: ensure PT ...

US Bank

Fiduciary Specialist

Scottsdale, AZ · On-site

Bank's Personal Trust (PT) business, including Ascent, Private Wealth Management, and Wealth Management segments. Fiduciary Specialists apply fiduciary knowledge and judgement to: ensure PT ...

US Bank

Fiduciary Specialist

Phoenix, AZ · On-site

Bank's Personal Trust (PT) business, including Ascent, Private Wealth Management, and Wealth Management segments. Fiduciary Specialists apply fiduciary knowledge and judgement to: ensure PT ...

US Bank

Fiduciary Specialist

Portland, OR · On-site

Bank's Personal Trust (PT) business, including Ascent, Private Wealth Management, and Wealth Management segments. Fiduciary Specialists apply fiduciary knowledge and judgement to: ensure PT ...

KeyBank

Senior Fiduciary Strategist

Toledo, OH · On-site

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 ...

Keybank

Senior Fiduciary Strategist

Toledo, OH

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 ...

Northern Trust

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 ...

W3Global Inc.

Fiduciary Advisor

Olympia, WA · On-site

$60K - $80K/yr

Fiduciary Financial Advisor Location: Olympia, WA Job Type: Full Time Compensation: $60,000 to $80 ... Key Responsibilities Client Relationship Management • Conduct discovery meetings, annual reviews ...

PNC Bank

Fiduciary Advisor

Wilmington, DE · On-site

$57K - $96K/yr

Supports management of a book of business. * Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers ...

PNC Bank

Fiduciary Advisor Sr

Canton, OH · On-site

$80K - $172K/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 ...

Busey

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 ...

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Fiduciary Manager information

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$24.5K

$59.5K

$116K

How much do fiduciary manager jobs pay per year?

As of Jul 15, 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 does a fiduciary manager do?

A fiduciary manager oversees the management of assets and financial responsibilities on behalf of clients or organizations, ensuring they are handled in accordance with legal and ethical standards. They often develop investment strategies, monitor financial performance, and ensure compliance with fiduciary duties, requiring strong financial knowledge and decision-making skills.

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 job makes $1,000,000 a year?

A Fiduciary Manager typically does not earn $1,000,000 annually; such high earnings are usually associated with top executives, successful entrepreneurs, or highly specialized financial professionals. In some cases, senior-level investment managers or partners in private equity firms may reach or exceed this income level through bonuses, profit sharing, and investments. These roles often require extensive experience, advanced certifications, and a strong network within the financial industry.

What are the top 5 fiduciary companies?

Top fiduciary companies include firms like Fidelity Investments, Charles Schwab, Vanguard, BNY Mellon, and Northern Trust. These companies are known for their fiduciary responsibilities in managing client assets, often requiring certifications such as the Certified Fiduciary Investment Manager (CFIM) and adherence to strict regulatory standards.

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 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 July 2026, with employment types broken down into 1% Locum Tenens, 83% Full Time, 12% Part Time, 1% Contract, and 3% Summer. Highlights an 76% Physical, 7% Hybrid, and 17% Remote job distribution, with an average salary of $59,525 per year, or $28.6 per hour.
Fiduciary Specialist

Fiduciary Specialist

US Bank

Los Angeles, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

U.S. Bank rating

8.2

Company rating: 8.2 out of 10

Based on 358 frontline employees who took The Breakroom Quiz

44th of 149 rated banks

Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

Fiduciary Specialists oversee and support the sound operation of U.S. Bank's Personal Trust (PT) business, including Ascent, Private Wealth Management, and Wealth Management segments. Fiduciary Specialists apply fiduciary knowledge and judgement to: ensure PT activities are performed in compliance with applicable laws, regulations, policies and procedures, in relation to account activity; recognize fiduciary risk issues and seek appropriate resolution; provide advice and guidance regarding the bank's fiduciary responsibilities; serve as a subject matter expert regarding trust and fiduciary matters; partner with Business, Legal and Risk colleagues to implement changes in response to identified risks, statutory and regulatory changes. Fiduciary Specialists develop and maintain procedures for fiduciary oversight, partner with Risk colleagues to maintain related controls, and provide leadership for customer remediation, audit, and regulatory change projects. In executing the above responsibilities, the Fiduciary Specialist supports the delivery of high-level client service by acting with responsiveness, diplomacy, and tact with both internal & external stakeholders.

Responsible for maintaining a high degree of knowledge of appropriate laws and regulations for an assigned product specialty or geographic area. Analyzes and interprets Federal, State, and other regulatory authorities' rules and regulations. Reviews and analyzes internal and external regulatory reports and coordinates with responsible parties to ensure compliance with applicable regulations. Conducts compliance reviews, manages compliance exceptions, and investigates and responds to customer complaints. Is actively involved in the development, implementation, and distribution of all regulatory or compliance-based policies and procedures. Provides current regulatory information to management and applicable business units and maintains records to meet compliance requirements. Assists in the development of compliance programs and conducts training and monitoring.

Basic Qualifications
- Bachelor's degree, or equivalent experience
- Ten or more years of related experience
- Two or more years of managerial experience

- Exhibit knowledge of fiduciary duties and applicable laws, including trust -and tax law, estate planning techniques, etc.

-6+ years fiduciary experience (administration, law practice, fiduciary advice)

- 6+ years Wealth Management business experience - any level (wealth advisor, tax, account administration, management, sales, etc.)


Preferred Skills/Experience

- Advanced degree or applicable certification (e.g., JD, CPA, MBA, CTFA)
- Extensive knowledge of federal, state, and local laws and regulations
- Comprehensive knowledge of the products, policies, operations, and procedures related to the business unit
- Strong organization, analytical and project management skills
- Strong planning, implementation, and negotiation skills
- Effective interpersonal, verbal and communication skills
- Strong leadership and management skills
- Proficient computer skills, especially Microsoft Office applications

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $126,820.00 - $149,200.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

What U.S. Bank employees say

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About U.S. Bank

Sourced by ZipRecruiter

U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1863

Social media

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