ZipRecruiter

Log In

1

Fiduciary Manager Jobs (NOW HIRING)

BNY

Vice President, Fiduciary

Philadelphia, PA

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 ...

BNY

Vice President, Fiduciary

Philadelphia, PA

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 ...

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 ...

BNY

Vice President, Fiduciary

Philadelphia, PA

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 ...

Busey Bank

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 ...

PNC Bank

Fiduciary Advisor Sr

Princeton, NJ · On-site

$123K - $228K/yr

As a Fiduciary Advisor within PNC's Private Bank organization, you may be based in Princeton, NJ ... Handles risk management and the resolution of legal and compliance-related issues for assigned ...

BNY

Vice President, Fiduciary

Philadelphia, PA

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 ...

PNC Bank

Fiduciary Advisor I

Pittsburgh, PA · On-site

$45K - $86K/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 ...

BNY

Vice President, Fiduciary

Pittsburgh, PA · On-site

Vice President, Fiduciary I At BNY, our culture allows us to run our company better and enables ... Administers and advises the Wealth Management team on the interpretation of key provisions and ...

Keybank

KPB Sr. Fiduciary Strategist

Indianapolis, IN

$116K - $150K/yr

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

KPB Sr. Fiduciary Strategist

Indianapolis, IN · On-site

$116K - $150K/yr

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 ...

BNY

Vice President, Fiduciary

Pittsburgh, PA · On-site

Vice President, Fiduciary I At BNY, our culture allows us to run our company better and enables ... Administers and advises the Wealth Management team on the interpretation of key provisions and ...

next page

Showing results 1-20

All JobsFiduciary JobsFiduciary Manager Jobs

Fiduciary Manager information

See salary details

$24.5K

$59.5K

$116K

How much do fiduciary manager jobs pay per year?

As of Jun 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 jobs pay 2000 a day?

Fiduciary Managers typically do not earn $2,000 a day; such high daily earnings are more common in specialized roles like investment bankers, senior corporate executives, or high-level consultants. These positions often require extensive experience, certifications, and a strong professional network. Compensation varies widely based on industry, location, and individual performance.

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 manage investment portfolios, comply with regulatory requirements, and maintain transparency with stakeholders. Strong financial knowledge, fiduciary duty understanding, and relevant certifications are essential for this role.

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 does a fiduciary get paid?

Fiduciary managers typically earn a salary that varies based on experience, location, and the organization, with median annual pay ranging from $70,000 to $150,000. They may also receive bonuses or incentives based on performance and client assets managed. Compensation often reflects their responsibility to act in clients' best interests and their expertise in financial management and compliance.

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 highest paying job in wealth management?

In wealth management, the highest paying roles are typically senior positions such as Chief Investment Officer or Managing Director, which can earn six-figure salaries plus bonuses. These roles require extensive experience, advanced certifications like the CFA, and strong client management skills. Compensation varies based on firm size, location, and individual performance.

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

Senior Fiduciary Tax Manager

Charles Schwab

Wilmington, DE

Full-time

Medical, Dental, Vision, Retirement

Posted 11 days ago

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

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. In this role, you will serve as the primary liaison to the external tax preparation partner, partnering closely to ensure accurate, timely tax return preparation and filing while maintaining strong oversight of performance, timelines, and deliverables. You will collaborate with trust administration teams, advisors, and beneficiaries to provide clear communication and guidance on tax matters, including complex scenarios that require sound judgment and deep fiduciary tax expertise.

You will play a critical role in managing end-to-end tax workflows, including prioritizing tax timelines, ensuring tax payments are made accurately and timely, and maintaining adherence to key filing deadlines such as extensions and annual returns. Leveraging strong analytical and problem-solving skills, you will evaluate tax data, identify gaps, and lead continuous improvement efforts, including annual tax debriefs and process enhancements that improve efficiency and scalability. You will also oversee foreign nexus considerations and related documentation, ensuring appropriate tracking and compliance within established systems.

As a leader, you will coach and develop a team of tax professionals, fostering accountability, adaptability, and a proactive mindset in a high-volume, fast-paced environment. Your ability to balance multiple stakeholders, including internal partners, external vendors, and clients, will be essential to delivering high-quality outcomes. Acting as a fiduciary tax subject matter expert, you will support internal teams and participate in client discussions, helping translate complex tax requirements into practical, actionable insights that drive informed decision-making.

What you have

Required Qualifications:

  • 10+ years of fiduciary tax experience within a bank trust department, independent trust company, or similar environment
  • JD, LLM, CPA, or Master of Taxation (MT)
  • 3+ years of leadership or management experience with demonstrated ability to lead, mentor, and develop high-performing teams
  • Bachelor’s degree
  • Strong analytical and problem-solving skills with the ability to research complex tax issues, identify root causes, and implement effective solutions
  • Demonstrated ability to manage high volume work and multiple stakeholders in a fast-paced environment
  • Experience overseeing tax preparation processes, timelines, and vendor performance to ensure accuracy and compliance
  • Excellent written and verbal communication skills, including the ability to explain complex tax concepts to diverse audiences
  • Ability to proactively identify process improvement opportunities and drive efficiency-focused solutions
  • Strong organizational and time management skills with the ability to prioritize competing demands

Preferred Qualifications:

  • Experience working with external tax preparation firms or managing vendor relationships
  • International or foreign nexus tax experience
  • Experience working with trust accounting or tax workflow systems

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Apply