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Institutional Trust Jobs (NOW HIRING)

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 (Nashville)

Nashville, TN · 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 Corporation

$90 - $140/hr

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

Restore NYC

Institutional Giving Manager

New York, NY · On-site

$500K/yr

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:

Restore NYC

Institutional Giving Manager

Manhattan, NY · On-site

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:

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All JobsInstitutional Trust Jobs

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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.

Associate Research Analyst, Trust Barometer Research

Daniel J Edelman Holdings, Inc.

New York, NY • On-site

$48K - $54K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging. Consistent with this approach, we hire the best qualified candidates for all positions.
About Us
The Edelman Trust Institute is a think tank that advances the study and action of trust in society. We produce global reports that document societal trends in institutional trust, health, brands, artificial intelligence, and other fields. We seek to understand the evolving relationships between citizens and their governments, consumers and businesses, and employees and employers. Premiering at events like the World Economic Forum and the Cannes Lions International Festival of Creativity, our Edelman Trust Barometer shapes the discourse in business and public policy. Produced in collaboration with the likes of Harvard Business School, the Wharton School, and INSEAD, our research integrates commercial insight with academic research. The Edelman Trust Barometer is often covered in Axios, the Financial Times, the Wall Street Journal, FORTUNE, TIME, and other top media outlets.
The Role
We are looking for an Associate Research Analyst who will support the research process for Trust Barometer projects. The Associate Research Analyst will assist the Research team and collaborate with the broader ETI team across all phases of research projects, from questionnaire development and data collection through analysis and report development. This role requires working with various stakeholders and vendors to ensure project needs and timelines are met. The Associate Research Analyst will also work closely with team members, as well as the rest of the Edelman organization, to ensure consistency and quality standards are adhered to.
Responsibilities:
  • Support Research team operations: update project materials, review questionnaires for grammar and logic, conduct desk research, assist with sample design and quota development, retrieve survey data, conduct simple analyses and provide straightforward summaries, perform quality control reviews to ensure data outputs and written deliverables are accurate and consistent, coordinate team logistics such as scheduling meetings
  • Support vendor management: communicate with research vendors, share project materials (e.g., trackers, reference documents), help coordinate project timelines, test survey programming, review deliverables from vendors for accuracy
  • Support project management: assist with project activities across the research lifecycle (questionnaire development, survey programming and translation, data collection, data analysis, report production), track project timelines and budgets, maintain organized project documentation
  • Collaborate with the broader ETI team: prepare data for internal stakeholders, communicate data findings to colleagues with varying levels of data literacy, perform basic PowerPoint design and chart formatting
  • Leverage emerging technologies: explore and apply AI and other emerging technologies to improve efficiency and enhance day-to-day research and project work

Basic Qualifications:
  • A Bachelor's degree in Business, Marketing, Marketing Research, Social Sciences, or a related field

Preferred Qualifications:
  • Previous experience in market research highly preferred
  • Familiarity with quantitative research methods
  • Ability to work effectively with diverse teams in a cross-functional environment
  • Very strong time management skills, attention to detail, and organizational skills
  • Project management experience is a plus
  • Excellent communication skills, ability to effectively communicate with colleagues of all levels
  • Proficient with Microsoft Word, Excel, PowerPoint, and Outlook
  • Experience with programming languages (e.g., Python) or data analysis tools (e.g., SPSS or Q) is a plus
  • Familiarity with AI tools (e.g., ChatGPT or Microsoft Copilot) and interest in applying them to research workflows is preferred

$48,000 - $54,000 a year
#LI-JLF
An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of DJEH's total compensation package for employees. Other rewards may include annual bonuses, a Paid Time Off policy, and region-specific benefits.
DJEH offers a wide range of benefits: medical and dental insurance, vision, 401K, life insurance, disability insurance, paid time off, travel assistance and wellness programing.
DJEH is proud to be an equal opportunity employer and believes in diversity, equity, and inclusion. We seek applications from all qualified candidates without regard to race, color, gender, sex, age, religion, physical or mental disability, military and veteran status, or any other basis protected by federal, state or local law. If you require a reasonable accommodation in any part of the employment process, please let us know.

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