At Regions, the Institutional Trust Business Development Officer (BDO) oversees the development of Institutional Trust Business within the market area. Primary Responsibilities * Assembles ...
At Regions, the Institutional Trust Business Development Officer (BDO) oversees the development of Institutional Trust Business within the market area. Primary Responsibilities * Assembles ...
Trust Counsel
Kansas City, MO · On-site
$119K - $163K/yr
Collaborate with client teams to create innovative solutions that mitigate risk; assess and advise of risks associated with the administration of private trusts, institutional trusts, and estates
Trust Counsel
Kansas City, MO · On-site
$119K - $163K/yr
Collaborate with client teams to create innovative solutions that mitigate risk; assess and advise of risks associated with the administration of private trusts, institutional trusts, and estates
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Job Summary The Fiduciary Specialist in Wealth Management Foundation & Institutional Advisors (WM ...
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Job Summary The Fiduciary Specialist in Wealth Management Foundation & Institutional Advisors (WM ...
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Job Summary The Fiduciary Specialist in Wealth Management Foundation & Institutional Advisors (WM ...
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Job Summary The Fiduciary Specialist in Wealth Management Foundation & Institutional Advisors (WM ...
Fiduciary Specialist, Foundations & Institutional Advisors
Chicago, IL · On-site
$114K - $194K/yr
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Job Summary The Fiduciary Specialist in Wealth Management Foundation & Institutional Advisors (WM ...
Fiduciary Specialist, Foundations & Institutional Advisors
Chicago, IL · On-site
$114K - $194K/yr
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Job Summary The Fiduciary Specialist in Wealth Management Foundation & Institutional Advisors (WM ...
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Job Summary The Fiduciary Specialist in Wealth Management Foundation & Institutional Advisors (WM ...
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Job Summary The Fiduciary Specialist in Wealth Management Foundation & Institutional Advisors (WM ...
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Job Summary The Fiduciary Specialist in Wealth Management Foundation & Institutional Advisors (WM ...
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Job Summary The Fiduciary Specialist in Wealth Management Foundation & Institutional Advisors (WM ...
Fiduciary Specialist, Foundations & Institutional Advisors
Chicago, IL · On-site
$114K - $194K/yr
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Job Summary The Fiduciary Specialist in Wealth Management Foundation & Institutional Advisors (WM ...
Fiduciary Specialist, Foundations & Institutional Advisors
Chicago, IL · On-site
$114K - $194K/yr
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Job Summary The Fiduciary Specialist in Wealth Management Foundation & Institutional Advisors (WM ...
Taft-Hartley Director
Chicago, IL · On-site
$150K - $185K/yr
Serve as the primary relationship manager for assigned Taft-Hartley and institutional trust clients, fostering long-term partnerships built on trust, responsiveness, and industry expertise. * Ensure ...
Taft-Hartley Director
Chicago, IL · On-site
$150K - $185K/yr
Serve as the primary relationship manager for assigned Taft-Hartley and institutional trust clients, fostering long-term partnerships built on trust, responsiveness, and industry expertise. * Ensure ...
Senior Account Manager, Securities Lending
Chicago, IL · On-site
$88K - $151K/yr
Knowledge of institutional trust operations and accounting systems, typically gained through related experience, is required to administer complex master trust and custody accounts. * General ...
Senior Account Manager, Securities Lending
Chicago, IL · On-site
$88K - $151K/yr
Knowledge of institutional trust operations and accounting systems, typically gained through related experience, is required to administer complex master trust and custody accounts. * General ...
Join a collaborative organization focused on relationships, trust, and long-term impact. This position solicits new institutional business for the Wealth division of the Bank. Promotes qualified ...
Join a collaborative organization focused on relationships, trust, and long-term impact. This position solicits new institutional business for the Wealth division of the Bank. Promotes qualified ...
Senior Account Manager, Securities Lending
Chicago, IL · Hybrid
$88K - $151K/yr
Knowledge of institutional trust operations and accounting systems, typically gained through related experience, is required to administer complex master trust and custody accounts. * General ...
Senior Account Manager, Securities Lending
Chicago, IL · Hybrid
$88K - $151K/yr
Knowledge of institutional trust operations and accounting systems, typically gained through related experience, is required to administer complex master trust and custody accounts. * General ...
Senior Account Manager, Securities Lending
Chicago, IL · Hybrid
$88K - $151K/yr
Knowledge of institutional trust operations and accounting systems, typically gained through related experience, is required to administer complex master trust and custody accounts. * General ...
Senior Account Manager, Securities Lending
Chicago, IL · Hybrid
$88K - $151K/yr
Knowledge of institutional trust operations and accounting systems, typically gained through related experience, is required to administer complex master trust and custody accounts. * General ...
Client Relationship Manager (Commercial Banking)
Chicago, IL · On-site
$130K/yr
Manages service and relationship needs for institutional trust and commercial banking clients. * Builds client relationships and identifies opportunities to expand products and services. * Partners ...
Client Relationship Manager (Commercial Banking)
Chicago, IL · On-site
$130K/yr
Manages service and relationship needs for institutional trust and commercial banking clients. * Builds client relationships and identifies opportunities to expand products and services. * Partners ...
Client Relationship Manager (Commercial Banking)
Chicago, IL · Hybrid
$130K/yr
Manages service and relationship needs for institutional trust and commercial banking clients. * Builds client relationships and identifies opportunities to expand products and services. * Partners ...
Client Relationship Manager (Commercial Banking)
Chicago, IL · Hybrid
$130K/yr
Manages service and relationship needs for institutional trust and commercial banking clients. * Builds client relationships and identifies opportunities to expand products and services. * Partners ...
Institutional Business Development Officer
Boston, MA · On-site
$175K - $200K/yr
Community Outreach - Represents the Bank and the Institutional Trust Services division in the ... community through involvement in civic and professional organizations. Utilizes industry ...
Institutional Business Development Officer
Boston, MA · On-site
$175K - $200K/yr
Community Outreach - Represents the Bank and the Institutional Trust Services division in the ... community through involvement in civic and professional organizations. Utilizes industry ...
Client Relationship Manager (Commercial Banking)
Chicago, IL · Hybrid
$130K/yr
Manages service and relationship needs for institutional trust and commercial banking clients. * Builds client relationships and identifies opportunities to expand products and services. * Partners ...
Client Relationship Manager (Commercial Banking)
Chicago, IL · Hybrid
$130K/yr
Manages service and relationship needs for institutional trust and commercial banking clients. * Builds client relationships and identifies opportunities to expand products and services. * Partners ...
Join a collaborative organization focused on relationships, trust, and long-term impact. This position solicits new institutional business for the Wealth division of the Bank. Promotes qualified ...
Join a collaborative organization focused on relationships, trust, and long-term impact. This position solicits new institutional business for the Wealth division of the Bank. Promotes qualified ...
Join a collaborative organization focused on relationships, trust, and long-term impact. This position solicits new institutional business for the Wealth division of the Bank. Promotes qualified ...
Join a collaborative organization focused on relationships, trust, and long-term impact. This position solicits new institutional business for the Wealth division of the Bank. Promotes qualified ...
Join a collaborative organization focused on relationships, trust, and long-term impact. This position solicits new institutional business for the Wealth division of the Bank. Promotes qualified ...
Join a collaborative organization focused on relationships, trust, and long-term impact. This position solicits new institutional business for the Wealth division of the Bank. Promotes qualified ...
Institutional Trust information
See salary details
$51K - $58.5K
13% of jobs
$58.5K - $66K
7% of jobs
$67.6K is the 25th percentile. Wages below this are outliers.
$66K - $73.5K
23% of jobs
The median wage is $76.4K / yr.
$73.5K - $81K
18% of jobs
$81K - $88.5K
11% of jobs
$94.6K is the 75th percentile. Wages above this are outliers.
$88.5K - $96K
4% of jobs
$96K - $103.5K
12% of jobs
$103.5K - $111K
7% of jobs
$111K - $118.5K
3% of jobs
$118.5K - $126K
1% of jobs
$126K - $133.5K
1% of jobs
$51K
$83.7K
$133.5K
How much do institutional trust jobs pay per year?
What are the key skills and qualifications needed to thrive as an Institutional Trust Officer, and why are they important?
What are institutional trust professionals?
What is the difference between Institutional Trust vs Financial Advisor?
| Aspect | Institutional Trust | Financial Advisor |
|---|---|---|
| Credentials | Typically requires certifications like CFA, CPA, or trust-specific licenses | Requires CFP, Series 7, or Series 66 licenses |
| Work Environment | Primarily in banks, trust companies, or financial institutions managing large portfolios | Often in independent firms or financial planning companies advising individual clients |
| Employer & Industry Usage | Used by banks, trust companies, and institutional investors | Used by financial planning firms, brokerages, and independent advisors |
| Common Search & Comparison | Yes | No |
Institutional Trust professionals focus on managing large trust accounts and institutional clients within banks or trust companies, often requiring specialized certifications. Financial Advisors typically work with individual clients, providing personalized financial planning and investment advice. While both roles involve financial expertise, their work environments, client types, and certifications differ significantly.
What are some common challenges faced by professionals working in Institutional Trust, and how can they best navigate them?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 11 days ago
Regions Bank rating
8.0
Based on 152 frontline employees who took The Breakroom Quiz
54th of 141 rated banks
Job description
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Institutional Trust Business Development Officer (BDO) oversees the development of Institutional Trust Business within the market area.
Primary Responsibilities
- Assembles appropriate specialist team and sale of approved institutional products and services by developing new prospects and leveraging established customers
- Builds and maintains strong internal and external center of influence relationships
- Owns and drives successful referral activity to other business groups
- Generates $250K - $500K in new fee income annually
- Attends sales, industry related, or technical training as required
- Consistently acquires more complex client relationships to meet new business sales goals
- Provides guidance and solutions for the development of complex client needs
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
- High School Diploma or GED
- Six (6) years of related experience
Preferences
- Bachelor's degree
Skills and Competencies
- Effective and proven sales experience
- Excellent oral, written, and organizational skills
- Knowledge of compliance regulations
- Presentation skills
- Thorough knowledge of trust and investment products
This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$112,714.72 USD
Median:
$139,429.50 USD
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Atlanta Midtown
Location:
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
What Regions Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Regions Bank
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Birmingham, AL, US
Year founded
1971