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Institutional Trust Jobs (NOW HIRING)

BOK Financial

IW Senior Account Manager

Tulsa, OK

  • Retirement

... or Institutional Trust Services, trust, legal or investment environment. Working Conditions & Physical Requirements Office BOK Financial Corporation Group is a stable and financially strong ...

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 ...

BOK Financial

IW Senior Account Manager

Tulsa, OK

  • Retirement

... or Institutional Trust Services, trust, legal or investment environment. Working Conditions & Physical Requirements Office BOK Financial Corporation Group is a stable and financially strong ...

US Judicial Branch

Capital Habeas Unit Chief

Cleveland, OH · On-site

$80K/yr

... institutional trust. Qualifications:Because we occasionally litigate in state court, Ohio bar admission, or a willingness to seek admission to the Ohio Bar, is an advantage. Applicants must also be ...

Restore NYC

Institutional Giving Manager

New York, NY · On-site

$500K/yr

  • Medical

  • Dental

  • Vision

  • PTO

Position Name Institutional Giving Manager Position Description The Manager of Institutional Giving ... trusting in God, pursuing justice, and caring for one another in alignment with our core values:

Westamerica Bank

Trust Operations Assistant

Sacramento, CA · On-site

$18 - $21.75/hr

Successfully implement new procedures to safeguard trust accounts and ensure compliance with various state, federal and institutional regulations. * Apply intermediate mathematical formulas to ...

Restore NYC

Institutional Giving Manager

Manhattan, NY · On-site

  • Medical

  • Dental

  • Vision

  • PTO

Position Name Institutional Giving Manager Position Description The Manager of Institutional Giving ... trusting in God, pursuing justice, and caring for one another in alignment with our core values:

Westamerica Bank

Trust Operations Assistant

Sacramento, CA · On-site

$18 - $21.75/hr

Successfully implement new procedures to safeguard trust accounts and ensure compliance with various state, federal and institutional regulations. * Apply intermediate mathematical formulas to ...

WESTAMERICA BANK

Trust Operations Assistant

Sacramento, CA · On-site

$18 - $21.75/hr

Successfully implement new procedures to safeguard trust accounts and ensure compliance with various state, federal and institutional regulations. * Apply intermediate mathematical formulas to ...

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All JobsInstitutional Trust Jobs

Institutional Trust information

See salary details

$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.

IW Senior Account Manager

BOK Financial

Tulsa, OK

Full-time

Retirement

Posted 4 days ago

Job description

Req ID: 78434 

Location: Tulsa -TUL 

Areas of Interest: Institutional/401(K) Services 

Pay Transparency Salary Range: Not Available 

Application Deadline: 09/18/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type
BOKF Performance Plan (D02)
Summary

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place.  We have an exciting opportunity awaiting someone like you! 

Job Description

The Institutional Wealth - Senior Account Manager is primarily responsible for administering, managing and overseeing the services delivered to Institutional Wealth Clients This includes interaction with large clients, plan participants, attorneys, investment managers, accountants, auditors, and consultants as well as Bank Administrative and Trust Operations personnel relating to those issues. The Client Account Manager analyzes, develops and implements solutions for extremely complex account and departmental problems and issues. Generally incumbent works independently, with direction from Institutional Client Advisor.

Team Culture

We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done. We celebrate each other's wins, big and small.

How You'll Spend Your Time
  • You will effectively manage and administer assigned Institutional Wealth client accounts, which includes analyzing, evaluating, recommending, and implementing solutions for various complex client-related issues and problems that arise.
  • You will interact with plan participants, auditors, attorneys, investment managers, and accountants regarding problem resolution and account maintenance.
  • You will oversee all client services, including calling client contacts to ensure retention, anticipating service needs, communicating enhancements, and resolving any questions or issues presented.
  • You will plan and implement the transition of new Institutional Wealth clients.
  • You will assist with analysis and preparation for client investment review meetings, including compiling analytical and report information.
  • You will research and resolve any self-directed brokerage issues, problems, or disputes for retirement plan accounts or investment management issues for institutional accounts.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree and 5-7 years related experience or 9-11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment.

Working Conditions & Physical Requirements
Office

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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