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Private Client Fiduciary Jobs (NOW HIRING)

Anchin

Director - Private Client Group

Manhattan, NY · On-site

$200K - $350K/yr

Review advanced individual, fiduciary, and partnership tax returns and related deliverables ... within the Private Client Group. Qualifications Education: * Bachelor's degree (BA/BS) in ...

Anchin

Director - Private Client Group

New York, NY · On-site

$200K - $350K/yr

Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New ... Review advanced individual, fiduciary, and partnership tax returns and related deliverables.

Anchin

Director - Private Client Group

New York, NY · On-site

$200K - $350K/yr

Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New ... Review advanced individual, fiduciary, and partnership tax returns and related deliverables.

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How much do private client fiduciary jobs pay per year?

As of Jun 18, 2026, the average yearly pay for private client fiduciary in the United States is $60,045.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $64,500.00 per year, depending on experience, location, and employer.

What are Private Client Fiduciaries?

Private Client Fiduciaries are professionals or institutions responsible for managing assets, trusts, or estates on behalf of individuals or families. They act in the best interests of their clients, handling financial, legal, and sometimes personal matters according to the terms set by the client or by law. Their duties often include investment management, estate planning, tax compliance, and ensuring the smooth transfer of wealth across generations. Private Client Fiduciaries are required to uphold high ethical standards and act with loyalty and impartiality.

How does a Private Client Fiduciary collaborate with other professionals to manage client estates effectively?

Private Client Fiduciaries regularly work alongside attorneys, accountants, investment advisors, and tax professionals to ensure all aspects of a client’s estate are properly managed. This collaboration is essential for addressing complex legal, financial, and tax issues, especially when administering trusts or settling estates. Strong communication skills and a team-oriented mindset help ensure that all parties are aligned with the client’s best interests, streamlining decision-making and minimizing risks. Effective collaboration also supports compliance with evolving regulations and enhances the client experience.

What are the key skills and qualifications needed to thrive as a Private Client Fiduciary, and why are they important?

To thrive as a Private Client Fiduciary, you need a solid understanding of trust and estate administration, financial management, and relevant legal principles, typically supported by a degree in finance, law, or a related field. Familiarity with fiduciary accounting systems, trust management software, and certifications such as CTFA (Certified Trust and Fiduciary Advisor) are often required. Strong interpersonal skills, discretion, and ethical judgment help build client trust and effectively manage sensitive matters. These skills ensure the proper management of client assets, compliance with regulations, and the development of long-term client relationships.

Private Client Relationship Advisor

Evolve Talent Partners

Boston, MA

$150K - $200K/yr

Full-time

Posted 26 days ago

Job description

Private Client Relationship Advisor

Wealth Advisory Firm
Boston, MA

Overview

Independent investment management and strategic advisory firm is seeking a Private Client Relationship Advisor. The firm is committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The ideal candidate is looking to pursue a career in the finance industry and is interested in working with complex multi-generational families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad range of client needs. Candidates must possess professional maturity to handle confidential and delicate client issues.

Responsibilities

  • Work in close collaboration with Portfolio Management, Strategic Advisory and Operations teams to provide a high-quality, well-integrated service experience to clients.
  • Manage all aspects of client onboarding including custodian selection, documentation collection, account opening, account funding, online enrollment and implementing fee arrangements.
  • Ability to understand complex documentation related to account structures, trusts, LLCs, FLPs etc.
  • Oversee the communication of the onboarding process mentioned above to ensure consistent internal and external updates and task assignment are on track.
  • Manage fiduciary issues relevant to client relationships; partner with Strategic Advisory team to coordinate tax, estate planning, and fiduciary matters for clients.
  • Build rapport with clients, as well as their outside advisors (accountants, attorneys). Assure prompt, accurate fulfillment of all client requests and inquiries.
  • Coordinate gifting activities including processing cash and in-kind gifts; producing gift letters, Crummey notices.
  • Understand the advisory fee calculation process and ensure fee arrangements are implemented correctly.
  • Oversee the development of junior client service colleagues supporting client maintenance and transactional requirements.
  • Collaborate with network of Client Service Advisors and Operational leadership to ensure client needs are integrated to processes, technologies, and products.
  • Contribute to ad-hoc projects and ongoing business improvement efforts as needed.
  • Attend client meetings to represent the overall body of work and scope of work outstanding for new clients. This involves attending prospective client meetings and related events.

Requirements

  • Bachelor's degree required; 5+ years of relevant work experience
  • Deep experience with complex Trusts and Fiduciary accounts
  • Course work towards or completion of the Certified Financial Planning program a plus
  • Proven ability to build rapport and foster trust with clients and their outside advisors
  • Ability to multi-task and adapt to changing priorities to meet client demands
  • Demonstrates professional maturity and discretion in handling confidential and delicate client issues
  • Collaborative team-player; self-motivated with a strong work ethic
  • Desire to dive into the detail, and also step back and evaluate the client experience from a strategic lens. Comfortable toggling between player and coach role.
  • Positive, “can do” orientation that encourages those around them to want to work together to win
  • Highly organized work style; detail-oriented and accurate
  • Excellent communication skills, both verbal and written
  • Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
  • Ability to work on-site in the San Francisco office location

Compensation: $150,000 - $200,000 base salary + bonus and benefits