Deputy Chief Fiduciary Officer

Job overview

The Deputy Chief Fiduciary Officer role is onsite in Bethesda, MD. Compensation is $180,000–$220,000 per year. The position supports Chevy Chase Trust’s fiduciary services and wealth management for individuals, families, endowments, and institutions. Reporting to the Chief Fiduciary Officer, this role provides legal support for fiduciary appointments and reviews account administration for compliance with law, internal policies, and governing instruments. It also advises on complex trust and estate matters and supports client, regulatory, and business-development activities.

What you'll do

• Support the Chief Fiduciary Officer on legal matters and fiduciary administration
• assess fiduciary risk in proposed appointments
• review trust agreements
• serve on trust administration and distribution committees
• oversee complex trusts and post-death estate and trust administration in Maryland, DC, and Virginia
• communicate with beneficiaries and clients
• work with clients’ attorneys and tax advisors
• maintain expertise in fiduciary tax and legal developments
• support regulatory exams and prospective-client meetings.

What we're looking for

Skills & competencies

deputy chief fiduciary officer

bethesda md

b.f. saul company

chevy chase trust

fiduciary services

trust administration

estate planning

fiduciary risk

juris doctor

bar membership

$180k–$220k annually

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision insurance
• 401(k) with company match
• paid time off
• incentive compensation
• tuition reimbursement
• fitness center access
• dining discounts
• EAP discounts
• pre-tax transportation options.

Why this role

Requires a Juris Doctor and active membership in good standing of a U.S. state bar or DC bar. The posting seeks 8–15 years of relevant experience.

About the employer

B.F. Saul Company is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.