Fiduciary Manager: Trust Team Leader

L6

boston privateSan Mateo, CAtoday
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.
Apply now
Apply now

Level

LeadL6

Location

San Mateo, CA

Occupation

Financial Managers

Industry

Trust, Fiduciary, and Custody Activities

Posted

today

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