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Professional Fiduciary Jobs (NOW HIRING)

KeyBank

KPB Sr. Fiduciary Strategist

Indianapolis, IN · On-site

$116K - $150K/yr

Demonstrate community leadership through active participation on boards and professional organizations. * Responsible for engaging appropriate fiduciary partners to support administration or ...

BNY

Vice President, Fiduciary

Boston, MA · On-site

Support fiduciary administration across client relationships, including discretionary and non ... JD, CTFA or CFP strongly preferred; additional professional designations are a plus. * No direct ...

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How much do professional fiduciary jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for professional fiduciary in the United States is $18.85, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.67 per hour, depending on experience, location, and employer.

What is a professional fiduciary?

A Professional Fiduciary is a person or organization legally appointed to manage assets, finances, or care decisions on behalf of another individual, such as an elderly person, minor, or someone unable to manage their own affairs. They are bound by law to act in the best interests of their clients, maintaining high ethical standards and transparency. Professional Fiduciaries can serve as trustees, conservators, guardians, or agents under powers of attorney, and are often hired for their expertise and impartiality. They are regulated by state laws and may require specific licensing or certification depending on jurisdiction.

What is an example of a professional fiduciary job?

A professional fiduciary manages financial and personal affairs for clients who are unable to do so themselves, such as seniors or individuals with disabilities. Their duties include overseeing assets, making decisions in the client's best interest, and often require certification or licensing depending on the jurisdiction.

What is the difference between Professional Fiduciary vs Court Appointed Guardian?

AspectProfessional FiduciaryCourt Appointed Guardian
CredentialsVaries; often requires licensing or certificationTypically appointed by court; may require specific legal qualifications
Work EnvironmentPrivate practice, agencies, or independentCourthouse, client’s home, or care facilities
Employer & IndustryPrivate clients, estate planning, trustsLegal system, courts, and government agencies
Primary RoleManage financial and personal affairs for clientsMake legal decisions for individuals unable to do so

While both roles involve managing individuals' affairs, a Professional Fiduciary typically works privately or through agencies, handling financial and personal matters for clients. A Court Appointed Guardian is a court-sanctioned role, making legal decisions for individuals who cannot care for themselves. The key difference lies in appointment process, scope, and work environment.

What are some common challenges professional fiduciaries face when managing multiple clients’ assets and interests simultaneously?

Professional fiduciaries often juggle the responsibilities of managing assets, handling legal compliance, and addressing the unique needs of each client. One common challenge is balancing time and attention across various clients while ensuring that all decisions are in the best interest of each beneficiary. Fiduciaries must also stay current with changing regulations and maintain meticulous records to avoid conflicts of interest or legal issues. Effective communication and strong organizational skills are essential for successfully navigating these complex, multi-client environments.

What are the key skills and qualifications needed to thrive as a professional fiduciary?

To thrive as a Professional Fiduciary, you need a solid understanding of trust administration, estate planning, and relevant legal regulations, often demonstrated by a fiduciary license or certification. Familiarity with case management software, accounting systems, and compliance tools is typically required. Exceptional organizational skills, integrity, and strong communication are crucial soft skills for building trust and managing sensitive client relationships. These skills and qualifications are essential to ensure ethical, transparent, and efficient management of clients' financial and personal affairs.

What does it take to become a professional fiduciary?

Becoming a professional fiduciary typically requires relevant education or experience in estate planning, trust administration, or caregiving, along with obtaining any required state licenses or certifications. Strong organizational, communication, and ethical skills are essential, and fiduciaries often need to pass background checks and adhere to legal and industry standards.
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Professional Fiduciary jobs near you
Infographic showing various Professional Fiduciary job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $39,198 per year, or $18.8 per hour.

KPB Sr. Fiduciary Strategist

KeyBank

Indianapolis, IN • On-site

$116K - $150K/yr

Full-time

Re-posted 9 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Location:
10 West Market Street, Indianapolis Indiana
Job Summary
The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk.
Essential Functions
  • Leads the delivery of fiduciary advice as part of client servicing and execution of client experience.
  • Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries.
  • Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current circumstances.
  • Analyzes and interprets legal instruments to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client's needs.
  • Facilitate the estate, tax, and philanthropic planning process for all relationships regardless of whether Key serves as trustee.
  • Identifies any potential trust and estate tax-related issues and works with the client and external advisors to resolve.
  • Collaborate with external client advisors (attorneys, accountants, etc.) to deliver advice.
  • Be in close proximity to the Relationship Management Team to identify and prioritize opportunities to deepen relationships.
  • Identifies Investment Management and Trust Opportunities as well as any other banking, lending or insurance needs.
  • Assess client revenue opportunity based on complexity and service required. Actively participate in pricing conversations for new KPB opportunities and proactively seek opportunities to reduce discounts on existing client pricing to move revenue closer to the national schedule.
  • Leads the onboarding process for new clients in partnership with the Relationship Team
  • Demonstrate community leadership through active participation on boards and professional organizations.
  • Responsible for engaging appropriate fiduciary partners to support administration or expertise in the delivery of client advice.
  • If appropriate, function as the lead contact on a client relationship while engaging a Relationship Manager to ensure a complete and positive client experience.
  • Responsible for retaining and deepening the relationship with a client, including the next generation.
  • Responsible contributing to the development of the annual client plan and actively participating in the execution.
  • Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting.
  • Fulfills Key's fiduciary responsibilities with utmost adherence to all internal fiduciary policies and procedures, regulatory and legal requirements.
  • Assumes accountability for all delegated fiduciary administrative work on assigned accounts.
  • Advises relationship managers and all other partners on all internal fiduciary issues.
  • Work closely with Sales Leader, Regional Trust Director and local team members on pricing, client service, compliance and litigation issues, as needed and appropriate.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • Bachelor's Degree or equivalent experience (preferred)
  • Master's Degree , JD, or other advanced degree (preferred)

Work Experience
  • A minimum of 10 years of client advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience (required)
  • Demonstrated fiduciary experience (required)
  • Experience working with high-net-worth clients (required)
  • Demonstrated agility working with local Private Banking Teams, Commercial Bankers and Investment Bankers (preferred)

Licenses and Certifications
  • CPA, LLM, CTFA, and/or CFP (preferred)

Skills
  • Ability to lead relationship development and engagement for beneficiaries.
  • Demonstrates awareness of state specific estate and tax planning issues.
  • Demonstrates experience working directly and independently with clients and families with a broad array of estate and financial planning issues which often arise with wealthy clients (including but not limited to distribution planning, philanthropic goals and tools, retirement planning)
  • Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues by keeping current as to estate and tax law changes through legal education opportunities.
  • Anticipates and mitigates risk on assigned accounts.
  • Administers complex accounts with a proactive, disciplined, consistent and comprehensive approach.
  • Fosters close business relationships to develop client loyalty and new business opportunities.
  • Self-motivated, goal and results driven.
  • Demonstrated ability to be accountable for a process and/or delivery from end to end

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Driving Requirements
  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 08/27/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

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Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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