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Institutional Trust Jobs (NOW HIRING)

Miamioh

Director, Business Intelligence Team

Oxford, OH · On-site

$155K/yr

Partner with institutional data and analytics leaders to shape and advance a shared vision for modern, trusted analytics aligned to evolving data architecture practices. * Lead the continued ...

Simmons Bank

Institutional Wealth Trust Strategist

Dallas, TX · On-site

$120K - $155K/yr

The Institutional Wealth Trust Strategist ensures that the accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account's portfolio ...

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Institutional Trust information

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$51K

$83.7K

$133.5K

How much do institutional trust jobs pay per year?

As of Aug 15, 2026, the average yearly pay for institutional trust in the United States is $83,712.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $98,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an institutional trust officer, and why are they important?

To thrive as an Institutional Trust Officer, you need a background in finance, trust administration, and regulatory compliance, often supported by a bachelor’s degree in finance, accounting, or a related field. Familiarity with trust accounting systems, portfolio management software, and relevant certifications such as CTFA (Certified Trust and Fiduciary Advisor) is typically required. Strong analytical skills, attention to detail, and effective client communication set successful professionals apart in this role. These attributes are crucial for managing fiduciary responsibilities, ensuring regulatory compliance, and building lasting client relationships.

What does an institutional trust officer do?

An institutional trust officer manages and administers trust accounts for organizations such as corporations, pension funds, and non-profits. They oversee the investment, distribution, and compliance of trust assets, often working with legal and financial professionals to ensure fiduciary responsibilities are met. Strong knowledge of trust laws, financial analysis, and client communication are essential skills for this role.

What is an institutional trust professional?

Institutional trust professionals are specialists who manage and administer trust accounts and fiduciary services for large organizations such as corporations, government entities, pension funds, and nonprofit institutions. Their responsibilities include overseeing the safekeeping and investment of assets, ensuring regulatory compliance, and executing the terms of trust agreements. These professionals work to protect the interests of the beneficiaries, provide financial reporting, and often act as a liaison between clients and financial institutions. They play a critical role in wealth management, estate planning, and the administration of complex financial structures.

What is the difference between Institutional Trust vs Financial Advisor?

AspectInstitutional TrustFinancial Advisor
CredentialsTypically requires certifications like CFA, CPA, or trust-specific licensesRequires CFP, Series 7, or Series 66 licenses
Work EnvironmentPrimarily in banks, trust companies, or financial institutions managing large portfoliosOften in independent firms or financial planning companies advising individual clients
Employer & Industry UsageUsed by banks, trust companies, and institutional investorsUsed by financial planning firms, brokerages, and independent advisors
Common Search & ComparisonYesNo

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 common challenges faced by institutional trust professionals, and how can they navigate them?

Professionals in Institutional Trust often face challenges such as managing complex client relationships, staying updated with evolving regulatory requirements, and overseeing diverse portfolios. Navigating these challenges requires strong communication skills, attention to detail, and a commitment to continuous learning. Collaborating closely with legal, compliance, and investment teams is essential to ensure clients' needs are met while maintaining regulatory compliance. Building trust with institutional clients and adapting to industry changes can also open up significant career advancement opportunities.
More about Institutional Trust jobs

What are the most commonly searched types of Institutional Trust jobs?

The most popular types of Institutional Trust jobs are:

What job categories do people searching Institutional Trust jobs look for?

The top searched job categories for Institutional Trust jobs are:

Institutional Trust jobs near you
Infographic showing various Institutional Trust job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 10% Part Time, and 5% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $83,712 per year, or $40.2 per hour.

Institutional Business Development Officer

First Citizens Bank

Fort Lauderdale, FL • On-site

Full-time

Medical, Life, Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

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

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

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 position solicits new institutional business for the Wealth division of the Bank. Promotes qualified retirement plans, asset management, custody, escrow, and philanthropic services. Identifies and leverages opportunities for business growth within the community. Utilizes a strong knowledge of the Bank's offerings to determine the appropriate service for client needs. Facilitates client service and retention goals by ensuring a smooth transition of the business for any acquired clients.


Responsibilities
  • Client Acquisition - Promotes the Bank's institutional services to small business, corporations, foundations and endowments, various public authorities, trade associations, certified public accountants, attorneys, and investment banking or brokerage firms. Generates referrals through industry contacts and participates in calling efforts to achieve sales goals.
  • Partnership - Cultivates strong partnerships with associates and team members to achieve sales results. Successful partnership can be defined by Partner Goal Achievement as well as high number of bankers with wins as a percentage of business and commercial partners.
  • Community Outreach - Represents the Bank and the Institutional Trust Services division in the community through involvement in civic and professional organizations. Utilizes industry connections to promote services, create awareness, and cultivate referral opportunities. Communicates new developments, products, or services within the industry to banking partners.
  • Coordination - Coordinates activities and communication between the Bank's administrative teams and clients or their representatives. Ensures a seamless transition of acquired businesses.

Qualifications

Bachelor's Degree and 6 years of experience in Practical Institutional Wealth Business (either Administration or Sales) OR High School Diploma or GED and 10 years of experience in Practical Institutional Wealth Business (either Administration or Sales)

License or Certification Type: Possess or obtains valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses within a specified timeframe.  RequiredSkill(s): Understanding of the investment markets and economics in general, Understanding of Qualified Retirement Plan Market, Understanding of Philanthropic & Charitable Market

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 6 years of experience in Practical Institutional Wealth Business (either Administration or Sales) OR High School Diploma or GED and 10 years of experience in Practical Institutional Wealth Business (either Administration or Sales)

License or Certification Type: Possess or obtains valid Series 6, 63, 65 or 66, and state-specific life and health insurance licenses within a specified timeframe.  RequiredSkill(s): Understanding of the investment markets and economics in general, Understanding of Qualified Retirement Plan Market, Understanding of Philanthropic & Charitable Market

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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