boston privateSan Mateo, CA
Fiduciary Manager: Trust Team Leader
Fiduciary Manager: Trust Team Leader
Fiduciary Manager: Trust Team Leader
boston privateSan Mateo, CA
yesterday
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
Apply for this role →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.
Also on the board Same function, level within a rung
Level
Lead
Location
San Mateo, CA
Occupation
Financial Managers
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday