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© All Rights Reserved. ApplyBlast.com
Blue Trust
The Senior Associate - Trust & Estate supports Family Office clients by providing technical expertise in estate, gift, trust, and charitable planning. This role partners with advisors and external professionals to design sophisticated wealth transfer strategies and optimize existing client structures. The position also involves developing educational materials and ensuring compliance with company standards and regulatory requirements.
Our wealth management advisors apply technical expertise and biblical wisdom to help clients make wise financial decisions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Blue Trust.
Blue Trust didn’t post a salary, so this is our estimate from similar listings.
12% below the average for this role