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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 ...

Miamioh

Director, Business Intelligence Team

Hoyt, KS · 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 ...

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)

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 · On-site

... 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 ...

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Showing results 21-40

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$51K

$83.7K

$133.5K

How much do institutional trust jobs pay per year?

As of Aug 22, 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 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 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.

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 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.

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, 9% Part Time, and 6% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $83,712 per year, or $40.2 per hour.

Operations Analyst in Pennington, NJ 08534 - Hybrid - Temp to Hire

Amicis Global

Pennington, NJ • On-site

$30 - $35/hr

Contractor

Medical, Retirement

Re-posted 14 days ago

Job description

Job Title: Operations Analyst 
Location: Pennington, NJ 08534 - Hybrid  
Duration: 12 Months (Temp to Hire)
Pay Rate: $35/Hr on W2 Without Benefits
 
Job Description:
  • The Institutional Retirement Payroll, Benefits, and Disbursements Team within WMO is responsible for payroll and benefits processing, money movement, participant-level maintenance and tax reporting support for 401(k) Defined Contribution, Non-Qualified Deferred Compensation (NQDC), Institutional Trust and Custody, Defined Benefit and Health Benefits Solutions (HBS) products.
  • The Employee Benefit Trust Disbursements (EBT) Team facilitates the processing of pension payment disbursements, payee maintenance updates, reconciliation, tax reporting/testing, money movement, and deceased payment recoveries. Products supported include Institutional Trust & Custody.
  • This Transaction Management Ops Analyst is responsible for complex transaction and fulfillment processing, including the movement of assets into and out of accounts.
Key responsibilities include: 
  • Reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures.
  • Job expectations include handling operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
  • This candidate must have excellent communication and client management skills to maintain positive client relations. This candidate must be a self-starter, who is able to work in a fast-paced dynamic environment. They must possess initiative and desire to enhance client satisfaction through timely and accurate implementations for our product.
Required Skills:
  • Highly organized
  • Self-starter attitude and demonstrates initiative
  • Ability to multi-task and handle multiple projects in a short time period
  • Exceptional attention to detail and the ability to hold others accountable without direct supervision
  • Flexibility with ability to handle a variety of tasks and projects independently
  • Strong written and verbal communication skills; able to influence/challenge and negotiate to keep all parties engaged in the process
  • Proven ability to provide comprehensive solutions to complex needs and/or problem
  • Ability to prioritize and meets established deadlines
  • Proficient Microsoft Excel and Word skills
  • Excellent verbal and written communication skills
  • Ability to adapt to a changing environment
Desired Skills:
  • Advanced Microsoft Excel and Word skills
  • Familiarity with Employee Benefit Trust and/or pension products
 
 
 
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