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Independent Fiduciary Jobs (NOW HIRING)

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 ...

BNY

Senior Specialist, Fiduciary

Philadelphia, PA · On-site

Independently evaluate and pursue new business opportunities and client prospects to drive ... Strong knowledge of fiduciary practices, policies, procedures, estate settlements, and 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 ...

Chilton Trust Company

Chief Trust Officer

Charlotte, NC · On-site

Prepare for and supervise audits by the Office of the Comptroller of the Currency and Florida Office of Financial Regulation and CTC's independent fiduciary auditors. * Conduct and present to the ...

Chilton Trust Company

Chief Trust Officer

Charlotte, NC · On-site

Prepare for and supervise audits by the Office of the Comptroller of the Currency and Florida Office of Financial Regulation and CTC's independent fiduciary auditors. * Conduct and present to the ...

BNY

The Principal independently evaluates and pursues new business opportunities and client prospects ... Fiduciary administration: Subject matter expert on all fiduciary topics which impacts clients and ...

BNY

The Principal independently evaluates and pursues new business opportunities and client prospects ... Fiduciary administration: Subject matter expert on all fiduciary topics which impacts clients and ...

BNY

The Principal independently evaluates and pursues new business opportunities and client prospects ... Fiduciary administration: Subject matter expert on all fiduciary topics which impacts clients and ...

BNY

Senior Vice President, Fiduciary

Newport Beach, CA · On-site

The Principal independently evaluates and pursues new business opportunities and client prospects ... Fiduciary administration: Subject matter expert on all fiduciary topics which impacts clients and ...

BNY

The Principal independently evaluates and pursues new business opportunities and client prospects ... Fiduciary administration: Subject matter expert on all fiduciary topics which impacts clients and ...

BNY

Senior Specialist, Fiduciary

Manhattan, NY · On-site

Independently evaluate new business opportunities and client prospects, generate referrals, and ... Support client service, fiduciary administration, business development, and compliance activities ...

Empower Wealth & Tax PLLC

Receptionist

Cedar Park, TX · On-site

$14.75 - $19.50/hr

As an independent fiduciary firm, Empower Wealth & Tax is committed to delivering personal, educational guidance tailored to each client's unique goals. The team focuses on transparency and long-term ...

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All JobsIndependent Fiduciary Jobs

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.

More about Independent Fiduciary jobs

What cities are hiring for Independent Fiduciary jobs?

Cities with the most Independent Fiduciary job openings:

What states have the most Independent Fiduciary jobs?

States with the most job openings for Independent Fiduciary jobs include:

What are popular job titles related to Independent Fiduciary jobs?

For Independent Fiduciary jobs, the most frequently searched job titles are:

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.

Senior Vice President, Fiduciary

Boston, MA

BNY
10K+ employees
Learn more about BNYexternal

Full-time

Posted 11 days ago

Job description

We're seeking a future team member for the role of Senior Vice President, Fiduciary to join our Wealth Management team. This role is located in Boston, MA.

In this role, you'll make an impact in the following ways:

  • Administer and advise the Wealth Management team on the interpretation of key trust provisions, fiduciary duties, and trustee responsibilities.
  • Manage and grow existing client relationships with a strong focus on risk management, while meeting with clients, co-trustees, beneficiaries, and outside advisors.
  • Interpret governing trust documents, identify and escalate fiduciary and compliance risks, and ensure adherence to the highest fiduciary standards.
  • Support fiduciary administration across client relationships, including discretionary and non-discretionary approvals, account maintenance, proxy and statement reporting, and related system updates.
  • Independently pursue new business opportunities and client prospects, generating revenue through self-sourced assets, referrals, and future fee growth.
  • Support complex accounts, estate settlements, and charitable accounts as needed, while assisting more senior team members on more complex matters.
  • Provide guidance, mentoring, and support to less experienced team members and the Lead Analyst as needed.

To be successful in this role, we're seeking the following:

  • Bachelor's degree or equivalent combination of education and experience required; advanced or graduate degree preferred.
  • 10+ years of experience in fiduciary administration, including fiduciary taxation, and managing large client relationships.
  • Strong knowledge of fiduciary practices, policies, procedures, estate settlements, probate administration, and charitable account administration, as applicable.
  • Excellent interpersonal, written, verbal, and presentation skills with the ability to work directly with clients, prospects, and legal, tax, and insurance advisors.
  • Self-motivated, consultative, and able to balance business development, client service, risk management, and compliance responsibilities.
  • CTFA or CFP strongly preferred; additional professional designations are a plus.
  • No direct reports; provides guidance and mentorship as needed.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Apply