Fiduciary Manager: Trust Team Leader

Boston Private; San Mateo (CA); On-site; USD 95,000 - 125,000; Full time

Job summary

Boston Private is seeking a Fiduciary Manager in San Mateo, California. In this role, you will lead a team of Trust Officers, oversee trust administration, and engage with financial communities to enhance visibility.

The ideal candidate will have at least 10 years of experience with trust matters and 5 years managing a team. A Bachelor's degree is required, and graduate credentials (J.D., LLM) are preferred, along with CFP® and CTFA designations.

Strong interpersonal skills and an understanding of regulatory compliance are essential for this role.

Qualifications

• 10+ years of experience with trust matters.
• 5+ years managing a team of Trust & Estate professionals.
• Ability to travel for client meetings.

Responsibilities

• Oversee and manage Trust relationship administration.
• Train and develop a regional team of Trust Officers.
• Engage with local estate and financial planning communities.
• Manage a portfolio of trust relationships.

Skills

Team management and development

Trust and fiduciary services

Interpersonal skills

Regulatory compliance

Education

Bachelor’s degree

Graduate work including J.D. and LLM

Certified Financial Planner (CFP)

Certified Trust and Fiduciary Advisor (CTFA)

Job description

Boston Private is seeking a Fiduciary Manager in San Mateo, California. In this role, you will lead a team of Trust Officers, oversee trust administration, and engage with financial communities to enhance visibility.

The ideal candidate will have at least 10 years of experience with trust matters and 5 years managing a team. A Bachelor's degree is required, and graduate credentials (J.D., LLM) are preferred, along with CFP® and CTFA designations.

Strong interpersonal skills and an understanding of regulatory compliance are essential for this role.