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Fiduciary Officer Jobs (NOW HIRING)

First Citizens Bank

Fiduciary Officer

Raleigh, NC · Hybrid

This position may be filled as a Fiduciary Officer level I or II based on the skills and experience of the selected candidate. Qualifications Bachelor's Degree and 2 years of experience (Fiduriay ...

First Citizens Bank

Fiduciary Officer

Raleigh, NC · On-site

This position may be filled as a Fiduciary Officer level I or II based on the skills and experience of the selected candidate. Qualifications Bachelor's Degree and 2 years of experience (Fiduriay ...

First Citizens Bank

Fiduciary Officer

Raleigh, NC · Hybrid

This position may be filled as a Fiduciary Officer level I or II based on the skills and experience of the selected candidate. Qualifications Bachelor's Degree and 2 years of experience (Fiduriay ...

Northern Trust

Senior Fiduciary Officer

Vero Beach, FL · On-site

Overview The Senior Fiduciary Officer, serving as Senior Relationship Advisor, is responsible for the delivery of comprehensive fiduciary wealth management services to complex client relationships ...

Northern Trust

Senior Fiduciary Officer

Denver, CO · On-site

$164K - $288K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Serving as a Senior Fiduciary Officer 1. Supports implementation of national initiatives and programs; lends advisory expertise to business development opportunities. Assists relationship advisors in ...

Bank OZK

SVP Fiduciary Officer

Little Rock, AR · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Job Purpose & Scope Manages and administers complex fiduciary accounts and supervises fiduciary associates and junior officers in the administration of fiduciary accounts. Responsible for sourcing ...

Northern Trust

Senior Fiduciary Officer

Denver, CO · On-site

$164K - $288K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Serving as a Senior Fiduciary Officer 1. Supports implementation of national initiatives and programs; lends advisory expertise to business development opportunities. Assists relationship advisors in ...

Northern Trust

Senior Fiduciary Officer

Denver, CO · On-site

$164K - $288K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Serving as a Senior Fiduciary Officer 1. Supports implementation of national initiatives and programs; lends advisory expertise to business development opportunities. Assists relationship advisors in ...

Bank OZK

SVP Fiduciary Officer

Little Rock, AR · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Job Purpose & Scope Manages and administers complex fiduciary accounts and supervises fiduciary associates and junior officers in the administration of fiduciary accounts. Responsible for sourcing ...

First Mid

Senior Fiduciary Officer

Clayton, MO · On-site

$95K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Serve as lead subject matter expert for fiduciary activities. Provide direct supervision of ... Cross-sell Trust Services with officers in charge of other First Mid business lines. * Represent ...

Bank OZK

VP Fiduciary Officer

Dallas, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Identifies issues for escalation and consultation with Regional Director and/or Chief Fiduciary Officer. * Communicates and collaborates effectively with teammates. * Cultivates and maintains strong ...

First Mid Bank and Trust

Senior Fiduciary Officer

Clayton, MO · On-site

$95K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Serve as lead subject matter expert for fiduciary activities. Provide direct supervision of ... Cross-sell Trust Services with officers in charge of other First Mid business lines. * Represent ...

First Mid

Senior Fiduciary Officer

Edwardsville, IL · On-site

$95K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Serve as lead subject matter expert for fiduciary activities. Provide direct supervision of ... Cross-sell Trust Services with officers in charge of other First Mid business lines. * Represent ...

Bank OZK

VP Fiduciary Officer

Dallas, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Identifies issues for escalation and consultation with Regional Director and/or Chief Fiduciary Officer. * Communicates and collaborates effectively with teammates. * Cultivates and maintains strong ...

First Mid Bank and Trust

Senior Fiduciary Officer

Peoria, IL · On-site

$95K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Serve as lead subject matter expert for fiduciary activities. Provide direct supervision of ... Cross-sell Trust Services with officers in charge of other First Mid business lines. * Represent ...

Wintrust

SVP, Chief Fiduciary Officer

Chicago, IL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

As a member of the WPT leadership team, the CFO-Fiduciary partners closely with the CEO, Sr. Compliance Officer, WPT Investment Officers, Managing Directors - Administration Team Leads, Operations ...

Wintrust

SVP, Chief Fiduciary Officer

Chicago, IL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

As a member of the WPT leadership team, the CFO-Fiduciary partners closely with the CEO, Sr. Compliance Officer, WPT Investment Officers, Managing Directors - Administration Team Leads, Operations ...

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 ...

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Fiduciary Officer information

See salary details

$39.5K

$87.7K

$123K

How much do fiduciary officer jobs pay per year?

As of Aug 13, 2026, the average yearly pay for fiduciary officer in the United States is $87,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $107,500.00 per year, depending on experience, location, and employer.

What are some common challenges a fiduciary officer might face when managing client trusts and estates?

Fiduciary Officers often encounter challenges such as resolving complex family dynamics, interpreting trust documents with ambiguous language, and balancing the interests of multiple beneficiaries. Additionally, staying compliant with evolving regulations and ensuring accurate record-keeping are essential yet demanding parts of the role. Successful Fiduciary Officers use strong communication and organizational skills to navigate these situations while maintaining professionalism and building trust with clients and colleagues.

What are the key skills and qualifications needed to thrive as a fiduciary officer?

To thrive as a Fiduciary Officer, you need a solid understanding of trust and estate administration, financial regulations, and risk management, usually supported by a bachelor’s degree in finance, law, or a related field. Familiarity with trust accounting software, wealth management platforms, and relevant certifications such as Certified Trust and Fiduciary Advisor (CTFA) are commonly required. Strong interpersonal skills, attention to detail, and ethical judgment help build client trust and manage sensitive information effectively. These skills are crucial for ensuring regulatory compliance, safeguarding client assets, and delivering exceptional fiduciary services.

What is a fiduciary officer?

A fiduciary officer is a financial professional responsible for managing assets and overseeing accounts held in trust, such as estates, trusts, or guardianships. Their primary role is to act in the best interests of clients or beneficiaries, ensuring all actions comply with legal, ethical, and regulatory standards. They often work for banks, trust companies, or legal firms, administering trusts, settling estates, and ensuring proper management and distribution of assets according to the terms of the trust or will. Fiduciary officers must maintain impartiality, confidentiality, and a high degree of integrity in all dealings.

What is the difference between Fiduciary Officer vs Financial Advisor?

AspectFiduciary OfficerFinancial Advisor
CredentialsCertifications like CFP, CFA, or fiduciary-specific licensesCFP, ChFC, or other financial planning certifications
Work EnvironmentBanking, trust companies, or financial institutions managing client assetsIndependent or firm-based advising clients on investments and planning
Employer & IndustryFinancial institutions, trust companies, banksFinancial planning firms, banks, or independent practices
Search & Comparison IntentUnderstanding fiduciary responsibilities and rolesSeeking investment advice and financial planning services

Fiduciary Officers primarily work within financial institutions managing client assets with a fiduciary duty, focusing on trust and compliance. Financial Advisors provide personalized investment and financial planning advice, often working independently or within firms. While both roles require similar certifications and serve clients in the financial industry, their work environments and responsibilities differ significantly.

More about Fiduciary Officer jobs
What states have the most Fiduciary Officer jobs? States with the most job openings for Fiduciary Officer jobs include:
What job categories do people searching Fiduciary Officer jobs look for? The top searched job categories for Fiduciary Officer jobs are:
Fiduciary Officer jobs near you
Infographic showing various Fiduciary Officer job openings in the United States as of August 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $87,678 per year, or $42.2 per hour.

Fiduciary Officer

First Citizens Bank

Raleigh, NC • Hybrid

Full-time

Posted 15 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

107th of 171 rated banks

Job description

Overview

Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life.  Join a collaborative organization focused on relationships, trust, and long-term impact.

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.

Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned accounts. Serves as the administrative partner to the relationship management team. Tracks distributions, fees, discretionary requests, and other activities associated with account activity. Leads in account acceptance review, onboarding, and asset transition. Ensures accounts are properly documented and adhere to regulatory standards. This position may administer and manage smaller trust accounts across the entire bank footprint, which may limit client interaction to virtual.


Responsibilities
  • Fiduciary Management - Administers, services, and monitors personal trust accounts. Ensures accounts comply with all applicable regulations as well as trust document directives. Assists audits and annual reviews.
  • Relationship Management - Maintains open and effective communication with grantors, beneficiaries, and other interested parties. Provides direct client contact for issues, concerns, and updates. Ensures client satisfaction and retention.
  • Collaboration - Works closely with expansion market associates to service assigned accounts.

This position may be filled as a Fiduciary Officer level I or  II  based on the skills and experience of the selected candidate.


Qualifications

Bachelor's Degree and 2 years of experience (Fiduriay Officer I) or 4 years of experience (Fiduciary Officer II) in Trust Administration, Estate Planning, or Financial Planning OR High School Diploma or GED and 6 years of experience (Fiduciary Officer I) or 8 years of experience (Fiduciary Officer II) in Trust Administration, Estate Planning, or Financial Planning

Preferred Skills:  National Trust School or other certifications specific to Personal Trust Fiduciary such as CTFA. Knowledge of trust systems, risk mitigation, and various types of Fiduciary accounts.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

#LI-JW2

Qualifications:

Bachelor's Degree and 2 years of experience (Fiduriay Officer I) or 4 years of experience (Fiduciary Officer II) in Trust Administration, Estate Planning, or Financial Planning OR High School Diploma or GED and 6 years of experience (Fiduciary Officer I) or 8 years of experience (Fiduciary Officer II) in Trust Administration, Estate Planning, or Financial Planning

Preferred Skills:  National Trust School or other certifications specific to Personal Trust Fiduciary such as CTFA. Knowledge of trust systems, risk mitigation, and various types of Fiduciary accounts.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

#LI-JW2

Education:UNAVAILABLEEmployment Type: FULL_TIME

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