Fiduciary Jobs

Experienced compliance professional needed to support and expand a fast-growing digital family office's compliance program, regulatory filings, and audit readiness.

Senior Portfolio Strategist needed to lead discretionary portfolio construction and advisory for high‑net‑worth clients within Key Private Bank's Wealth Segment, combining investment expertise with client-facing and team leadership responsibilities.

KeyBank is hiring an experienced Institutional Advisors Relationship Manager in Brooklyn, OH to lead fiduciary relationship management, coordinate multidisciplinary teams, and grow institutional client relationships.

Experienced CPA sought to manage complex tax engagements and client relationships at a long-standing Beaverton firm with leadership and ownership growth opportunities.