Fiduciary Jobs

KPB Wealth Services is hiring a Portfolio Analyst in Portland, ME to support portfolio construction, trading, compliance, and client reporting for the Wealth segment.

Senior legal executive needed to serve as General Counsel and chief legal officer for the Teachers’ Retirement System of the City of New York, leading legal strategy, governance counsel, and compliance for the agency.

Experienced claims professional sought to manage complex D&O, EPL, Fiduciary and Financial Institutions claims for Berkley Professional in a hybrid Midtown Manhattan role.

City National Bank of Florida is hiring a Senior Private Wealth Advisor in Miami to provide investment management and financial planning to affluent clients while growing and retaining assets under fiduciary standards.

Lead Personal Trust Assistant responsible for managing personal trust account administration, mentoring staff, and ensuring compliance while supporting Relationship Managers at Associated Bank.

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Growth & Learning

Join a fast‑growing, tech‑enabled insurance firm as an Account Manager on the Executive Risk Solutions team, managing D&O, EPLI and fiduciary programs for privately held and public companies.

High-performing, relationship-oriented sales professional needed to source and nurture physician-focused leads, schedule advisor meetings, and help convert new clients for a fast-growing, tech-first wealth firm.

Santander is hiring a Wealth Management Risk Associate to manage fiduciary, conduct, and operational risk for HNW/UHNW client relationships and help strengthen the firm's wealth management risk framework.

Experienced Senior Trust Officer to manage complex fiduciary accounts and act as primary trust resource for Wilmington-based wealth clients at M&T Bank.

Northern Trust is hiring a Trust Advisor in Las Vegas to provide fiduciary oversight, holistic wealth-management advice, and relationship development for high-net-worth clients.

Aprio (formerly Mize CPAs) seeks a Tax Senior Manager in Overland Park to lead complex tax engagements, mentor staff, and support client growth with strong technical and leadership capabilities.

Aprio (merging with Mize CPAs) is hiring a Tax Senior Manager to lead complex tax engagements from the Overland Park office with initial onsite training and potential hybrid flexibility after successful onboarding.

M&T Bank seeks a seasoned Compliance Advisor to provide SME second-line oversight for Asset Management, Wealth and Private Banking, driving risk mitigation, regulatory compliance, and control enhancement across the division.

Northern Trust is hiring a Fiduciary Specialist to provide expert fiduciary oversight and client-focused advisory services for foundations and institutional trusts.

Experienced trust and estate tax professional needed to lead preparation and review of complex fiduciary, estate, and gift tax returns for a national, people-first accounting firm.

M&T Bank seeks a detail-oriented Tax Assistant to process tax notices, manage filings and payments, and support fiduciary tax administrative operations in Amherst or Buffalo.

D.A. Davidson is hiring a detail-oriented Trust Operations Associate to support trust account administration, reporting, tax processing and daily operations within its Trust team.

Provide trusted administrative and fiduciary support to trust and investment officers, delivering exceptional client service and ensuring compliance across account administration and reporting.

Associated Bank seeks a detail-oriented Trust Tax Administrator in Green Bay to prepare fiduciary tax returns, coordinate tax payments and filings, and act as a liaison between tax preparers and internal teams.

Lead Earned’s national advisory platform as Head of Advisory, building and scaling multi-disciplinary teams, systems, and compensation models to deliver tax-smart wealth and planning services for medical professionals.

Experienced Trusts & Estates paralegal needed to support probate, estate tax returns, and trust administration at a Smithtown or Melville, NY law office on a hybrid, full-time basis.