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About the Role

The Chief Fiduciary Officer serves as the senior fiduciary executive of the Trust Company, responsible for the overall administration, governance, and risk management of fiduciary activities. This role ensures all trust, estate, agency, custody, directed trust, and related fiduciary services are administered in accordance with governing documents, applicable laws and regulations, fiduciary best practices, and company policies. The Chief Fiduciary Officer provides strategic leadership, oversees fiduciary risk management, chairs key fiduciary committees, and acts as the primary fiduciary subject matter expert.

Responsibilities

Own and maintain the enterprise fiduciary governance framework, including fiduciary acceptance and retention standards, directed trust governance, Trust Committee administration, discretionary action review, exception management, fiduciary risk reporting, and litigation oversight.
Maintain, monitor, and adapt fiduciary policies, standards, procedures, and decision-making authorities governing fiduciary relationships.
Chair or participate in key fiduciary and governance committees, ensuring matters requiring elevated review, approval, or escalation are presented with appropriate analysis and documentation.
Maintain a standing governance cadence for fiduciary risk reporting, exception tracking, trend analysis, committee oversight, and escalation of significant or complex matters.
Promote a culture of sound fiduciary judgment, accountability, constructive challenge, and compliance with legal, regulatory, and ethical standards.
Collaborate with and advise the Presidents of The Rockefeller Trust Companies on fiduciary governance, particularly concerning new and existing business.
Serve as the senior fiduciary subject matter expert for executive management, Boards of Directors, regulators, clients, beneficiaries, advisors, attorneys, and other stakeholders.

Requirements

Bachelor's degree in Finance, Accounting, Business, Law, Trust Administration, or related field.
Minimum 15 years of fiduciary administration experience.
Minimum 10 years of progressive leadership experience within a trust company, private bank, wealth management firm, or trust department.
Extensive knowledge of fiduciary law, trust administration, estate planning, fiduciary taxation, and investment management.
Demonstrated experience working with regulatory examinations and fiduciary audits.
Strong understanding of directed trusts, discretionary trusts, charitable structures, private trust companies, and complex wealth structures.

Skills

Exceptional fiduciary judgment and decision-making
Client first team centric mindset
Strong understanding of fiduciary risk management frameworks
Executive presence with ability to communicate effectively with clients, boards, regulators, attorneys, and advisors
Proven leadership and team development capabilities
Strong analytical and problem-solving skills
Ability to balance client service objectives with fiduciary and regulatory obligations
Excellent written and verbal communication skills

Location

35 markets throughout the United States
London

Work Type

Full-time

Experience Level

15+ years of fiduciary administration experience
10+ years of progressive leadership experience

Education Level

Bachelor's degree in Finance, Accounting, Business, Law, Trust Administration, or related field
J.D., LLM, MBA, CFP®, CTFA®, or other advanced credential preferred

Salary/Compensations

$200,000 to $250,000 base salary
Eligible for a discretionary bonus

Benefits

Comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.

About the Company

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.
Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.
The Firm oversees $228 billion in client assets as of July 31, 2026.

Equal Opportunity

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.