Bank of America
Senior Trust Officer - Private Bank
$98K–$210K
San Francisco · Senior · Full-time · Posted Oct 26, 2026
- Experience
- Minimum of five years of trust administration and estate planning experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Manages fiduciary and investment management accounts for high-net-worth clients and beneficiaries, overseeing trust administration, client relationships, business development, and risk.
What you'll do
- Administer trust accounts, review trust instruments, participate in discretionary trustee matters, manage risk, and conduct periodic trust reviews.
- Support investment management accounts, including account opening and closing, money movement, and maintenance.
- Build client relationships and business opportunities while supporting wealth planning and ensuring regulatory and legal compliance.
What they ask for
- Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning.
- Knowledge of and adherence to compliance policies, procedures, and regulatory and legal requirements for client accounts and portfolios.
- Ability to develop business, close sales, and meet or exceed revenue targets.
- Ability to communicate and connect with high-net-worth clients and work effectively with partners and teams.
Nice to have
- Fiduciary credentials such as CTFA, CFP, AEP, JD, and/or CPA.
- Bachelor’s Degree or equivalent business experience in a High-Net-Worth Trust environment.
Pay
$98,100.00 - $210,000.00 USD annualized base salary
Model-written summary · the original posting is authoritative