Senior Trust Advisor

Our Group(11 days ago)

HybridFull TimeSenior$85,000 - $115,000Trust and Wealth Management

About this role

A Senior Trust Advisor at Vanguard oversees trust administration, provides expert advice on trust matters, and develops relationships with clients and beneficiaries. The role involves analyzing trust documents, recommending solutions, and ensuring compliance with legal and regulatory standards.

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Required Skills

Trust Administration
Client Management
Legal Analysis
Tax Planning
Wealth Planning
Fiduciary
Regulatory Compliance
Trust Documents
Relationship Building
Financial Advisory

Qualifications

Bachelor’s Degree
Certified Trust and Financial Advisor (CTFA)
CFP or Juris Doctorate (JD)

About Our Group

vanguardjobs.com

New Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.

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