[Skip to main content](#main-content) [ OpenNash ](https://opennash.com/) / [Jobs](https://jobs.opennash.com/) [ 01 Search jobs](https://jobs.opennash.com/search/)[ 02 Companies](https://jobs.opennash.com/explore/)[ 03 Hiring report](https://jobs.opennash.com/reports/hiring/)[ 04 AI assistants](https://jobs.opennash.com/connect/)[ 05 How it works](https://jobs.opennash.com/methodology/) Bank of America · San Francisco # Senior Trust Officer - Private Bank San Francisco Full-time Senior individual contributor $98,100.00 - $210,000.00 annual Administrative Listed on Bank of America’s official careers site. Posted October 27, 2026. Check that it is still open and apply there. [Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/San-Francisco/Senior-Trust-Officer---Private-Bank_26020398-2) [OpenNash Jobs](https://jobs.opennash.com/) / [Bank of America](https://jobs.opennash.com/companies/bank-of-america/) / Senior Trust Officer - Private Bank ## Job description ### Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk. ### Responsibilities - Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews - Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance - Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience - Ensures compliance with regulatory and legal requirements related to client accounts and portfolios - Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects Required Qualifications: Minimum of five years of trust administration and estate planning experience Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning - Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios - Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects - Demonstrates initiative and a proactive approach to problem solving Creative though prudent approach to providing solutions within the bank’s risk/reward profile - Proven ability to confidently close sales and meet or exceed revenue targets Has good people/partner communication skills and is a team player Displays a high level of savvy and sophistication regarding high-net-worth clients’ concerns / issues - Ability to communicate and connect with high-net-worth clients Desired Qualifications: Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA Bachelor’s Degree or equivalent business experience in High-Net-Worth Trust environment​ Skills: Business Development Client Management Customer and Client Focus Risk Management Wealth Planning Client Experience Branding Client Solutions Advisory Decision Making Presentation Skills - Process Management Attention to Detail Critical Thinking Financial Analysis Planning Prospecting ### Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) ### Hours Per Week 40 Pay Transparency details US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705) Pay and benefits information Pay range $98,100.00 - $210,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. ### Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. ## At a glance - Posted by the employer: Oct 27, 2026 - First seen by OpenNash: Jul 10, 2026 - Last checked: Nov 1, 2026 - Listed for: 114 days - Location: San Francisco - Employment type: Full-time - Pay: $98,100.00 - $210,000.00 annual[Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/San-Francisco/Senior-Trust-Officer---Private-Bank_26020398-2) ## Hiring at Bank of America - Open jobs: 1,929 - New in the last 7 days: After two weekly collections - Tracked since: Jul 10, 2026 [All Bank of America jobs](https://jobs.opennash.com/companies/bank-of-america/) · [Weekly hiring report](/reports/hiring/) ## More jobs at Bank of America ### [Advisory Growth Specialist](https://jobs.opennash.com/companies/bank-of-america/jobs/1bc9b36c62a4d622bd4d/) San Francisco ### [Credit UW II or Senior Credit Underwriter](https://jobs.opennash.com/companies/bank-of-america/jobs/324c1631f9b725216911/) San Francisco ### [Credit Underwriter II-Covered/Commercial Real Estate Banking](https://jobs.opennash.com/companies/bank-of-america/jobs/275c739b3fff4ce1f16d/) San Francisco ### [Financial Solutions Advisor - Stonestown Financial Center](https://jobs.opennash.com/companies/bank-of-america/jobs/09b6a254e1757a18609f/) San Francisco ### [Financial Solutions Advisor Registration Candidate- San Francisco Market](https://jobs.opennash.com/companies/bank-of-america/jobs/250ffc3e3deefbb34709/) San Francisco ## Similar jobs at other companies ### [Trust Officer II, Private Bank Center](https://jobs.opennash.com/companies/fifth-third-bank/jobs/5fa720e5e029f9957803/) Fifth Third Bank ### [International Private Bank - Global Private Bank Advisor - China Market - Analyst](https://jobs.opennash.com/companies/jpmorganchase/jobs/12d923e022808e66bee5/) JPMorganChase · Central and Western, Hong Kong Island, Hong Kong ### [International Private Bank, Private Banker, Israel Market - London](https://jobs.opennash.com/companies/jpmorganchase/jobs/24e3dcf583852917d396/) JPMorganChase · LONDON, United Kingdom ### [Personal Trust Officer](https://jobs.opennash.com/companies/thrivent-financial/jobs/6430660b5d863f3ec018/) Thrivent Financial ### [Deputy Chief Compliance Officer / Deputy BSA Officer, Builders Bank & Trust](https://jobs.opennash.com/companies/block/jobs/5195695da1379821be44/) Block · NY - NYC - Remote, US OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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