Professional Fiduciary Jobs
Professional Fiduciary jobs are open across trust administration, estate settlement, conservatorship, and guardianship at every level from entry-level case assistant to senior fiduciary and principal, with specializations in elder care, special needs trusts, and court-appointed representation. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 30+ Professional Fiduciary jobs
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world’s largest networks of Financial Advisors.
The Fiduciary Consulting Group at Morgan Stanley (“FCG”) is the Institutional RIA business, which consults on over $200 billion of institutional assets. The Institutional RIA business was launched in 2021 through the acquisitions of Hyas Group and Cook Street Consulting and subsequently the Southern Employee Benefits practice of Milliman. Its goal is to continue strategic acquisitions in this space and help support organic growth. The business is a high priority strategic initiative within Morgan Stanley to increase market share within the institutional consulting market while also contributing to the Firm’s asset growth and participant engagement goals.
We currently seek a full-time entry level Performance Analyst to begin work immediately in our Greenwood Village, Colorado office.
*PLEASE INCLUDE COVER LETTER EXPLAINING YOUR INTEREST IN A CAREER IN INVESTMENT CONSULTING/FINANCE AND SKILL SETS APPLICABLE TO THE POSITION*
The individual selected for this position will be responsible for ongoing investment due diligence, analysis and reporting to institutional clients, specifically to include:
- Direct client & consultant support
- Client performance reporting
- Data integration & reconciliation with outside parties
- Recordkeeping and investment expense evaluation & benchmarking*
- Client vendor management
- Asset class, macroeconomic, and industry research
FCG’s Performance Reporting Department is responsible for supporting our consultants with client relationships. We are looking for an ambitious individual who is interested in a long-term career in the investment consulting industry.
Qualifications:
We welcome candidates from a variety of backgrounds. The following is a basic outline of desired qualities:
- Attentive to Detail – Our success as a firm is intrinsically linked to the quality and accuracy of our materials.
- Team-Oriented – Cooperation with the performance reporting, research, and consulting teams to meet deadlines with quality work is absolutely essential.
- Independent Thinker – A successful candidate must be capable of thinking critically and independently. A candidate must be able to quickly process new information and work autonomously under tight deadlines.
- Professional and Personable – The vast majority of our new business comes through referrals. Our reputation is one of the greatest assets we possess. A successful candidate must be comfortable interacting and presenting in different environments, such as with clients and investment managers.
- Ambitious – As part of Morgan Stanley's Fiduciary Consulting Group, we continue to grow and expand our capabilities. We are seeking an individual with a long-term interest in contributing to our team's continued success.
Experience and Skill Set:
- Undergraduate degree required. Applicants with a strong interest in pursuing a career in the financial services industry, regardless of educational background, are encouraged to apply.
- Ideal candidate for this position will have 0-5 years of previous experience in a similar role within the investment or consulting industry.
- Strong written and verbal communication skills.
- The candidate will be proficient in Microsoft Office products (Excel, PowerPoint, Word, and Outlook)
- Experience with investment and financial analysis platforms such as Bloomberg, eVestment, and Morningstar Direct is preferred
- Desire to progress towards the Chartered Financial Analyst® designation (if it has not already been attained).
- Ability to work 40 + hours when business needs dictate
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position: $57,000 and $110,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close November 30, 2026, but may be extended depending on whether a candidate has been selected.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world’s largest networks of Financial Advisors.
The Fiduciary Consulting Group at Morgan Stanley (“FCG”) is the Institutional RIA business, which consults on over $200 billion of institutional assets. The Institutional RIA business was launched in 2021 through the acquisitions of Hyas Group and Cook Street Consulting and subsequently the Southern Employee Benefits practice of Milliman. Its goal is to continue strategic acquisitions in this space and help support organic growth. The business is a high priority strategic initiative within Morgan Stanley to increase market share within the institutional consulting market while also contributing to the Firm’s asset growth and participant engagement goals.
We currently seek a full-time entry level Performance Analyst to begin work immediately in our Greenwood Village, Colorado office.
*PLEASE INCLUDE COVER LETTER EXPLAINING YOUR INTEREST IN A CAREER IN INVESTMENT CONSULTING/FINANCE AND SKILL SETS APPLICABLE TO THE POSITION*
The individual selected for this position will be responsible for ongoing investment due diligence, analysis and reporting to institutional clients, specifically to include:
- Direct client & consultant support
- Client performance reporting
- Data integration & reconciliation with outside parties
- Recordkeeping and investment expense evaluation & benchmarking*
- Client vendor management
- Asset class, macroeconomic, and industry research
FCG’s Performance Reporting Department is responsible for supporting our consultants with client relationships. We are looking for an ambitious individual who is interested in a long-term career in the investment consulting industry.
Qualifications:
We welcome candidates from a variety of backgrounds. The following is a basic outline of desired qualities:
- Attentive to Detail – Our success as a firm is intrinsically linked to the quality and accuracy of our materials.
- Team-Oriented – Cooperation with the performance reporting, research, and consulting teams to meet deadlines with quality work is absolutely essential.
- Independent Thinker – A successful candidate must be capable of thinking critically and independently. A candidate must be able to quickly process new information and work autonomously under tight deadlines.
- Professional and Personable – The vast majority of our new business comes through referrals. Our reputation is one of the greatest assets we possess. A successful candidate must be comfortable interacting and presenting in different environments, such as with clients and investment managers.
- Ambitious – As part of Morgan Stanley's Fiduciary Consulting Group, we continue to grow and expand our capabilities. We are seeking an individual with a long-term interest in contributing to our team's continued success.
Experience and Skill Set:
- Undergraduate degree required. Applicants with a strong interest in pursuing a career in the financial services industry, regardless of educational background, are encouraged to apply.
- Ideal candidate for this position will have 0-5 years of previous experience in a similar role within the investment or consulting industry.
- Strong written and verbal communication skills.
- The candidate will be proficient in Microsoft Office products (Excel, PowerPoint, Word, and Outlook)
- Experience with investment and financial analysis platforms such as Bloomberg, eVestment, and Morningstar Direct is preferred
- Desire to progress towards the Chartered Financial Analyst® designation (if it has not already been attained).
- Ability to work 40 + hours when business needs dictate
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position: $57,000 and $110,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close November 30, 2026, but may be extended depending on whether a candidate has been selected.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
See All 30 Professional Fiduciary Jobs
Find roles that match your experience and apply in just a few clicks.
Find Professional Fiduciary JobsProfessional Fiduciary Job Market
Who's Hiring
Top Industries Hiring
- Law & Legal Services
- Investment & Asset Management
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in professional fiduciary jobs.
- Active state professional fiduciary license or certificate where required by law
- Experience filing probate court accountings and petitions on behalf of wards or beneficiaries
- Proficiency managing conservatorship or guardianship caseloads under court supervision
- Knowledge of trust administration, asset inventorying, and fiduciary accounting standards
- Strong written communication for court reports, beneficiary correspondence, and legal filings
- Bachelor's degree in finance, social work, paralegal studies, or a related field
Tips for Your Professional Fiduciary Job Search
Tailor your resume to fiduciary duties
Highlight direct experience managing conservatorships, guardianships, or trust accounts rather than listing general finance skills. Employers want to see that you've filed accountings with probate courts, coordinated with beneficiaries, and maintained compliance with state fiduciary statutes.
Lead with your state license or certification
Many states require a Professional Fiduciary license before you can be appointed by a court. Put your state license number, issuing body, and expiration date in your resume header so hiring managers don't have to search for it.
Apply early to roles that fit
Migrate Mate lists professional fiduciary openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target employers by caseload type
Corporate trust departments, nonprofit conservatorship agencies, and solo fiduciary firms hire for different caseloads. Decide whether you prefer elder conservatorship, special needs trusts, or estate administration, then search openings by those terms to surface the right organizations.
Prepare for scenario-based interview questions
Interviewers in this field typically walk you through a contested accounting, a beneficiary dispute, or a capacity determination and ask how you'd respond. Practice articulating your decision-making process clearly, referencing the applicable state code or court procedure for each scenario.
Negotiate caseload size, not just compensation
When you receive an offer, ask for the average active caseload per fiduciary and how complex cases are assigned. An unmanageable caseload is a liability risk and a burnout risk, so this detail matters as much as the role's other terms.
Professional Fiduciary Jobs: Frequently Asked Questions
Which companies are hiring the most professional fiduciarys?
Cummings & Lockwood, Truist, and Morgan Stanley are hiring the most professional fiduciarys right now, with openings concentrated in Colorado, Florida, and Pennsylvania, based on current listings on Migrate Mate as of November 2026. Corporate trust departments and nonprofit conservatorship agencies tend to post the most volume.
How many professional fiduciary jobs are remote?
About 44% of professional fiduciary openings are fully remote or hybrid as of November 2026, though the role's court appearances and in-person client assessments limit full remote flexibility. Administrative functions like trust accounting, document drafting, and beneficiary communication are the sub-areas most commonly performed off-site.
How do you become a professional fiduciary?
Start by earning a bachelor's degree in a related field such as finance, social work, or paralegal studies. Next, check whether your state requires a professional fiduciary license and complete the required coursework and exam. Build experience through entry-level roles in probate law firms, elder care agencies, or bank trust departments, then apply for court appointment as your caseload grows.
How do you get hired as a professional fiduciary with little experience?
Entry points include fiduciary assistant roles at corporate trust companies, case manager positions at nonprofit guardianship agencies, or paralegal jobs at probate and estate law firms. Volunteer or internship work with elder care organizations demonstrates commitment to the client population. Getting your state registration or certificate early, even before you have a full caseload, signals readiness to employers reviewing your application.
What does the professional fiduciary interview process look like?
Most employers start with a phone screen focused on your licensing status, relevant caseload experience, and comfort with court filings. A second-round interview typically involves scenario questions around contested accountings, capacity evaluations, or beneficiary conflicts. Some organizations ask you to review a sample court accounting or case summary and explain how you'd handle a specific issue before extending an offer.
Where can I find and apply to professional fiduciary jobs?
You can find and apply to professional fiduciary jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your experience and state licensure, and apply directly to each listing that fits your background.
See All 30 Professional Fiduciary Jobs
Find roles that match your experience and apply in just a few clicks.
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