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Independent Fiduciary Jobs (NOW HIRING)

BNY

Vice President, Fiduciary

Boston, MA

Support fiduciary administration across client relationships, including discretionary and non ... Independently pursue new business opportunities and client prospects, generating revenue through ...

Keybank

KPB Sr. Fiduciary Strategist

Indianapolis, IN · On-site

$116K - $150K/yr

The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights ... Demonstrates experience working directly and independently with clients and families with a broad ...

BNY

Senior Vice President, Fiduciary

Boston, MA · On-site

Independently pursue new business opportunities and client prospects, generating revenue through ... Strong knowledge of fiduciary practices, policies, procedures, estate settlements, probate ...

BNY Mellon

Vice President, Fiduciary

Boston, MA · On-site

Support fiduciary administration across client relationships, including discretionary and non ... Independently pursue new business opportunities and client prospects, generating revenue through ...

BNY

Senior Vice President, Fiduciary

Boston, MA · On-site

Independently pursue new business opportunities and client prospects, generating revenue through ... Strong knowledge of fiduciary practices, policies, procedures, estate settlements, probate ...

KeyBank

KPB Sr. Fiduciary Strategist

Indianapolis, IN · On-site

$116K - $150K/yr

The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights ... Demonstrates experience working directly and independently with clients and families with a broad ...

BNY

Senior Vice President, Fiduciary

Boston, MA

Independently pursue new business opportunities and client prospects, generating revenue through ... Strong knowledge of fiduciary practices, policies, procedures, estate settlements, probate ...

KeyCorp

KPB Sr. Fiduciary Strategist

Indianapolis, IN · On-site

$125 - $150/hr

Demonstrates experience working directly and independently with clients and families with a broad ... in fiduciary, investment, tax, and other related wealth issues by keeping current as to estate and ...

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Independent Fiduciary information

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How much do independent fiduciary jobs pay per week?

As of Sep 9, 2026, the average weekly pay for independent fiduciary in the United States is $1,089.33, according to ZipRecruiter salary data. Most workers in this role earn between $721.15 and $1,211.54 per week, depending on experience, location, and employer.

What is an independent fiduciary?

An Independent Fiduciary is a neutral third party who is appointed to manage assets, make decisions, or oversee transactions in the best interest of beneficiaries, often in situations where conflicts of interest may arise. They are commonly used in employee benefit plans, trusts, or bankruptcy proceedings to ensure impartiality and compliance with legal and ethical standards. Their primary duty is to act solely in the interest of the beneficiaries or stakeholders, free from any external influence or personal gain.

What skills and qualifications are needed to thrive as an independent fiduciary?

To thrive as an Independent Fiduciary, you need a strong background in finance, law, or accounting, typically supported by relevant degrees and professional certifications such as CPA, CFA, or CFP. Familiarity with trust administration software, financial reporting systems, and compliance tools is essential. Integrity, analytical thinking, and effective communication are crucial soft skills for managing complex financial matters and building client trust. These skills and qualities are vital to ensuring prudent asset management, regulatory compliance, and the protection of clients' best interests.

What are the main challenges independent fiduciaries face when managing complex trust or pension matters?

Independent fiduciaries often encounter challenges such as navigating conflicting interests among beneficiaries, interpreting intricate trust documents, and ensuring strict regulatory compliance. They must remain impartial while making decisions that can significantly impact multiple stakeholders. Regular communication with legal advisors, accountants, and investment professionals is essential to make well-informed choices and mitigate risks. Staying updated on industry regulations and best practices also helps independent fiduciaries uphold their duty of care and loyalty.

What is the difference between Independent Fiduciary vs Financial Advisor?

AspectIndependent FiduciaryFinancial Advisor
CredentialsTypically holds certifications like CFP, CFA, or CPAOften holds CFP, ChFC, or similar certifications
Work EnvironmentWorks independently or within fiduciary firms, focusing on client-specific dutiesWorks for financial firms or independently, providing investment and planning advice
Employer & Industry UsageCommonly employed in retirement plan management, trust services, and fiduciary rolesUsed broadly in wealth management, investment advising, and financial planning

While both roles require financial expertise and certifications like CFP, an Independent Fiduciary strictly acts in the best interest of clients as a fiduciary, often in retirement or trust settings. A Financial Advisor provides comprehensive financial advice, which may or may not be under fiduciary duty. The key difference lies in the fiduciary obligation and the specific focus on client interests in the Independent Fiduciary role.

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What states have the most Independent Fiduciary jobs?

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What are popular job titles related to Independent Fiduciary jobs?

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Independent Fiduciary jobs near you
Infographic showing various Independent Fiduciary job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 72% Full Time, 19% Part Time, and 8% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $56,645 per year, or $27.2 per hour.

Deputy Chief Fiduciary Officer

Bethesda, MD • On-site

B.F. Saul Company
1 - 5K employees
Learn more about B.F. Saul Companyexternal

$180K - $220K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

Company Overview:
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
 
Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.

Job Purpose/Summary

Since 1999, Chevy Chase Trust has provided wealth management to individuals, families and foundations using thematic investing in individual securities. Reporting to the Chief Fiduciary Officer, this position will provide internal legal support for the proper administration of Chevy Chase Trust's fiduciary appointments as well as perform reviews of fiduciary account administration to ensure compliance with internal policies and procedures. The position will work closely with the Chief Fiduciary Officer to ensure that the Chevy Chase Trust consistently fulfills its fiduciary duties in accordance with applicable law; regulatory expectations; and the highest standards of prudence, loyalty, and care.

Summary of Competitive Benefits & Perks:
  • Health/Medical Insurance including Dental and Vision
  • 401(k) with company match
  • Paid time off
  • Bonus/Target Incentive
  • Tuition Reimbursement
  • Complimentary usage of modern in-house fitness center
  • On-premise full-service dining center discounts
  • Discounts via the company’s EAP
  • Monthly Employee Recognition Programs
  • Referral bonus
  • Pre-tax transportation options
  • Plus more!
Company Core Values:
  • Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
  • Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
  • Ethics/Integrity: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
  • Teamwork: Demonstrates a commitment to collaboration, mutual respect, and shared responsibility in achieving common goals. 
Essential Job Functions of the Deputy Chief Fiduciary Officer:
  • Support the activities of the Chief Fiduciary Officer in all legal matters with a primary focus on the proper administration of the firm's fiduciary appointments in accordance with applicable regulations, internal policies/procedures and governing instruments.
  • Review governing documents to provide a thorough fiduciary risk assessment, as part of the pre-acceptance process, to assess acceptance of new business as Trustee and/or CoTrustee.
  • Review trust agreements for opinions on interpretation issues and/or conflicts; provide conclusions on a timely basis.
  • Serve as a member of internal committees that oversee trust administration and discretionary trust distributions.
  • Ensure consistent application of fiduciary standards across all account types, including trusts, estates and agency relationships.
  • Provide oversight for a portfolio of high-complexity trusts, including Irrevocable Trusts, Life Insurance Trusts, Special Need Trusts, SLATs, Grantor Trusts and GST Exempt Trusts.
  • Communicate directly with beneficiaries and clients concerning fiduciary administration matters.
  • Participate in client meetings as a subject matter expert on issues related to trust and estate administration as requested.
  • Work closely with clients' attorneys and tax advisors to ensure trust appointments and administrations are properly administered in accordance with governing law and the grantor's intent.
  • Provide oversight for estate and trust (post death) administrations in Maryland, District of Columbia and Virginia.
  • Maintain deep expertise in fiduciary income tax; estate and gift tax considerations and other complex fiduciary knowledge - remain knowledgeable and updated on legal developments.
  • Support the business development team by joining prospective client meetings that involve corporate fiduciary opportunities.
  • Support oversight of unique assets (closely held business interests, real estate, life insurance) in fiduciary accounts.
  • Cultivate relationships with external referral sources (attorneys, accountants, personal advisors, etc.) and plan and attend selective marketing events relevant to Chevy Chase Trust's role as a corporate fiduciary.
  • Participate in regulatory exam readiness and responses for any and all regulators and internal auditors.
Required Education/Experience of the Deputy Chief Fiduciary Officer:
  • 8-15 years' relevant experience in a law firm's trusts and estate or fiduciary litigation practice, a bank trust department or a trust company.
  • Strong knowledge of estate planning, incapacity planning, and sophisticated wealth transfer strategies.
  • Experience with probate administration and estate settlement process in Maryland/District of Columbia/Virginia (preferred).
Additional Job Qualifications of the Deputy Chief Fiduciary Officer:
  • Juris Doctor (J.D.) Required.
  • Must be an active member in good standing of a U.S. state bar or D.C. (Maryland and/or Virginia, preferred).
  • Demonstrated ability to work collaboratively with the team while working independently and with autonomy.
  • Excellent written and oral communication skills.
  • Ability to maintain strict confidentiality.
  • Must possess unquestioned integrity in the exercise of fiduciary judgement.
  • Ability to work with clients in stressful and sensitive situations
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held.  Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more. 
 
Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
 
If you are a candidate in need of assistance or an accommodation in the application process, please contact corporate.resumes@bfsaul.com or 301-986-6000.
 
Equal Opportunity Employer/Veterans/Disabled