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

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