This job posting is anticipated to remain open for 30 days, from 29-Jun-2026. The posting may close early due to the volume of applicants.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
The Chief Fiduciary Officer (CFO) serves as the senior executive responsible for fiduciary governance, risk management, and regulatory compliance for the Trust Company. This role provides enterprise-wide leadership over fiduciary activities, ensuring trust, estate, and fiduciary accounts are administered in accordance with governing documents, applicable laws, and regulatory expectations. As the organization’s primary fiduciary authority, the CFO balances client interests, risk discipline, and strategic growth while advising executive leadership and the Board on fiduciary matters, policy, and emerging best practices.
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Provide enterprise-wide fiduciary leadership to ensure all fiduciary activities comply with governing documents, fiduciary law, and regulatory requirements.
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Establish and oversee fiduciary risk management frameworks, including policies, procedures, and controls to mitigate fiduciary, legal, and reputational risk.
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Serve as the senior escalation point for complex fiduciary issues, conflicts, discretionary decisions, and high-risk account matters.
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Chair or provide executive leadership to fiduciary committees, including account acceptance, discretionary review, conflicts, and administration oversight.
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Partner with legal, compliance, investment, operations, and client-facing teams to ensure consistent fiduciary standards across the organization.
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Lead fiduciary training and education to reinforce fiduciary responsibility, ethical conduct, and professional standards.
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Review and approve fiduciary policies, procedures, and governing documentation to align with industry best practices and regulatory guidance.
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Provide fiduciary expertise in the development of new products, services, and strategic initiatives to ensure fiduciary soundness and scalability.
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Report regularly to executive leadership and the Board on fiduciary risk trends, regulatory matters, and the overall fiduciary health of the Trust Company.
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Bachelor’s degree required; advanced degree preferred.
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Significant experience in fiduciary management, trust administration, or wealth management leadership.
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Deep knowledge of fiduciary law, regulatory requirements, and trust governance.
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Legal or Juris Doctor (JD) background often preferred but not required.
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Demonstrated executive leadership, sound judgment, and strong regulatory credibility.
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10+ years of progressive fiduciary, trust, or wealth management experience
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Prior experience in senior fiduciary leadership or second-line fiduciary oversight roles
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Demonstrated interaction with regulators and governance committees
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
