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Fiduciary Officer

Boston, Massachusetts;

Job Description:


  • Provide support and representation for oversight structures and key cross-functional business initiatives designed to monitor and mitigate risk within the fiduciary business lines. 
    • Initiatives may include:
      • audit/compliance issue remediation, coordination of risk mitigation projects
      • fiduciary platform enhancements
      • associate training and process improvements
  • Act as liaison to key support partners such as Legal and Compliance and participate in governance committees and cross-functional working groups to identify fiduciary risk and ensure appropriate management of issues.
  • May consult with senior management to define and assist with projects that encompass and impact many associates. 


  • Requires a thorough knowledge of the business line's functional structure and products/services set.  Working knowledge of fiduciary principles and their application to internal policies and procedures.
  • Bachelor's Degree, J.D. Preferred
  • Minimum 3-5 years trust/fiduciary background
  • Strong verbal & written presentation skills, including all Microsoft Office software
  • Ability to interface with all levels of the business
  • Proven ability to meet organizational objectives
  • Ability to leverage resources across the organization, driving collaboration and cooperation in order to achieve results


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No

New York pay and benefits information

New York pay range:

$97,200 - $161,200 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.


This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.