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Regional Trust & Fiduciary Manager

Job in San Mateo, San Mateo County, California, 94409, USA
Listing for: Boston Private
Full Time position
Listed on 2026-01-11
Job specializations:
  • Management
    Wealth Management
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A leading wealth management firm seeks a Fiduciary Manager to oversee trust relationship administration and develop a regional team of Trust Officers. The role involves managing trust portfolios, engaging with local estate planning communities, and ensuring compliance with fiduciary regulations. Ideal candidates will have over 10 years of experience in trust matters and a strong understanding of fiduciary roles. The position requires excellent interpersonal skills and the ability to enhance the Trust business both internally and externally.
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