Senior Trust & Fiduciary Operations Lead

Priori; New York (NY); Hybrid; USD 150,000 - 190,000; Full time

Job summary

Priori is seeking an experienced trust professional for a 12–24 month engagement to oversee a portfolio of complex trust and estate relationships. You will ensure alignment with governing documents, internal policies, and regulatory requirements while driving end-to-end fiduciary operations.

The role requires 10+ years in fiduciary trust, CTFA certification or related advanced degree, and the ability to coordinate with internal teams and external counsel to support onboarding, maintenance and

Qualifications

• Required: CTFA Certification, Masters Degree (JD acceptable) or trust school levels ABA/Cannon.
• Candidates should have 10-15 years of fiduciary trust experience with relevant training.
• Employer of Record (W-2) engagement for the duration.

Responsibilities

• Overseeing a portfolio of complex trust and estate relationships in line with governing documents and regulations.
• Reviewing trust agreements, structures, and account activity for accuracy and compliance.
• Leading day-to-day fiduciary operations, including client communications and discretionary decision support.
• Coordinating with internal stakeholders and external counsel on onboarding, maintenance, and account closures.
• Supporting regulatory reviews and oversight processes, including documentation and reporting.

Skills

Trust administration

Regulatory compliance

Wealth management

Education

CTFA Certification

Master's Degree in related field (JD acceptable)

ABA/Cannon trust school levels

Job description

Priori is seeking an experienced trust professional for a 12–24 month engagement to oversee a portfolio of complex trust and estate relationships. You will ensure alignment with governing documents, internal policies, and regulatory requirements while driving end-to-end fiduciary operations.

The role requires 10+ years in fiduciary trust, CTFA certification or related advanced degree, and the ability to coordinate with internal teams and external counsel to support onboarding, maintenance and