Job Summary

• The role involves administering a book of moderately complex fiduciary relationships within a team-based environment while ensuring client accounts are managed according to sound fiduciary principles.
• Candidates will engage directly with high-net-worth clients and advisors to deliver personalized wealth management services including estate planning, philanthropic services, and asset management.
• This position offers a hybrid work schedule and requires the ability to independently resolve moderately complex issues while adhering to strict risk management and compliance frameworks.

Matching Summary

Salary

Not specified; Discretionary bonus may be available; Sign-on bonus may be considered

Skills & Requirements

Key Requirements

• 4+ years of Fiduciary Products experience
• BS/BA degree or higher in law or trust management
• Certified Trust and Financial Advisor (CTFA) preferred
• Not eligible for Visa sponsorship

Work Rights