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Institutional Trust Jobs (NOW HIRING)

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 ...

BPD

Managing Director

Boca Raton, FL · On-site

Leveraging BPD's proprietary Signals Intelligence platform and Institutional Trust Index, this leader converts market signals, competitive dynamics, consumer behavior, physician alignment ...

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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 Jun 9, 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 are institutional trust professionals?

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 some common challenges faced by professionals working in Institutional Trust, and how can they best 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 states have the most Institutional Trust jobs? States with the most job openings for Institutional Trust jobs include:
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 May 2026, with employment types broken down into 3% As Needed, 61% Full Time, and 36% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $83,712 per year, or $40.2 per hour.

Institutional Asset Management & Trust Advisor

Huntington

Birmingham, MI • On-site, Remote

Full-time

Posted 11 days ago

Job description

Description

Summary:

Location: Open to any office within the Huntington footprint.

The Institutional Asset Management & Trust Advisor serves as a key relationship builder and growth driver within our institutional business, working alongside our Directors of Institutional Asset Management & Trust to service and expand our client base. This role requires someone who thrives in a fast-moving, relationship-driven environment.

Duties and Responsibilities:

Client-Facing Responsibilities:

Build and maintain relationships with institutional decision-makers, including corporate and non-profit boards, investment committees, and business owners

Manage and grow a book of business serving sophisticated institutional clients

Deliver high-touch service and strategic counsel that positions Huntington as a trusted partner

Growth and Internal Partnership:

Lead pipeline development and reporting, ensuring visibility into institutional opportunities across our footprint

Wholesale institutional capabilities internally, becoming a go-to resource for commercial teams, regional partners, and business verticals across the bank

Represent the institutional team on road shows and cross-functional initiatives, building endorsements and referral relationships throughout the organization

Basic Qualifications:

Experience in institutional investment management and/or trust administration

Business development experience with proven organic growth/sales track record

Proven ability to manage competing priorities while sustaining and growing client relationships

Strong communication skills - both client-facing and internally

Collaborative mindset with a willingness to travel as needed

Bachelor's degree in business or a related field

Preferred Qualifications:

Established network of internal and external contacts

Strong analytical and strategic planning abilities

Deep knowledge of go-to-market strategy specific to investment management, trust administration and internal capabilities

Familiarity with specialty trust business lines and services, including Pooted Trusts, Reinsurance Trusts, Special Needs Trusts, Pre-Need and Perpetual Care Trusts

Excellent communication, negotiation, and presentation skills

Strong analytical and strategic planning abilities


Exempt Status: (Yes= not eligible for overtime pay) (No= eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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