Top 222 Trust officer Jobs in Phoenix Az

Chief Financial Officer
Confidential —Scottsdale, AZ
- $250,000 - $300,000 a year
- Full-time
- CPA
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
6d
Director of Investment Marketing
Rise48 Equity- Arizona —Scottsdale, AZ
- $140,000 - $175,000 a year
- Full-time
- Background check
- Office
- US work authorization
Quick Apply
Remote Mortgage Loan Officer (Scottsdale, AZ)
Zillow —Scottsdale, AZ
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
SOC Operator
Windom Security Strategies Today —Phoenix, AZ
- $25 - $30 an hour
- Full-time
- Background check
- Mid-level
- Data entry
- Free parking
- Health insurance
Quick Apply
4d
Flex Unarmed Security Officers - $22/hr
Sunstates Security —Scottsdale, AZ
- $22 an hour
- Urgently hiring
- Customer service
- High school diploma or GED
- Communication skills
- Paid holidays
- Health insurance
Trust Officer II
Edward Jones —Tempe, AZ
- $86,300 - $146,700 a year
- Full-time
- Hybrid work
- CPA
- Office
- Microsoft Office
- Profit sharing
- Health savings account
Senior Trust Officer
Edward Jones —Tempe, AZ
- $101,700 - $173,200 a year
- Full-time
- Hybrid work
- 7 years
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
Development Officer, The College of Liberal Arts and Sciences
ASU Foundation —Tempe, AZ
- Full-time
- Research
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Student Strategic Research Analyst, Launch Studio
ASU Foundation —Tempe, AZ
- Part-time
- Microsoft Outlook
- Writing skills
- Mid-level
- Cell phone reimbursement
Staff Psychiatric Mental Health Nurse Practitioner (PMHNP) — Remote | Telehealth | Full-Time or Part-Time | Arizona
Legion Health —Phoenix, AZ
- $150,000 - $300,000 a year
- Choose your own hours
- Remote
- Psychiatry
- Mid-level
- Outpatient experience
- Work from home
6d
Principal Gift Officer, Athletics
ASU Foundation —Tempe, AZ
- Weekends as needed
- Analysis skills
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
Chief Information Officer
Plexus Worldwide —Scottsdale, AZ
- Full-time
- Computer science
- Computer Science
- Office
- Health insurance
- 401(k) matching
Quick Apply
Trust Officer Senior
Kestra Financial —Scottsdale, AZ
- Full-time
- Office
- Business development
- Mentoring
- Health insurance
- 401(k)
Quick Apply
Development Officer, ASU Health
ASU Foundation —Tempe, AZ
- Full-time
- Research
- Mid-level
- 3 years
- Health insurance
- Dental insurance
13d
Commercial Loan Officer
First International Bank & Trust —Scottsdale, AZ
- $150,000 - $250,000 a year
- Full-time
- 6 years
- Finance
- Business development
- Paid parental leave
- Paid holidays
Quick Apply
6d
Deputy Administrator
State of Arizona —Phoenix, AZ
- $160,000 - $225,000 a year
- Full-time
- English
- Office
- Administrative experience
- Paid parental leave
- Paid holidays
Major Gifts Officer
Arizona Science Center —Phoenix, AZ
- From $85,000 a year
- Weekends as needed
- Computer literacy
- Basic math
- Office
- Paid holidays
- Disability insurance
Quick Apply
Philanthropy Writer
ASU Foundation —Tempe, AZ
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Health insurance
- Dental insurance
Chief Procurement Officer - DEMA
State of Arizona —Phoenix, AZ
- Up to $105,000 a year
- Full-time
- Customer service
- 5 years
- Office
- Paid parental leave
- Paid holidays
Escrow Officer - Ahwatukee
Pioneer Title Agency —Phoenix, AZ
- Full-time
- Writing skills
- Basic math
- Mid-level
Quick Apply

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Chief Financial Officer

Confidential
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$250,000 - $300,000 a year
6 days ago

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Partnership tax expertise
Bachelor's degree
Forecasting
Financial accounting
Cash management
Master of Business Administration

Full Job Description

About the Firm

We are a private, founder-led private equity investment firm that manages capital on behalf of its founders alongside select co-investors. Our firm holds a concentrated portfolio of direct investments and portfolio companies, and our founders' ownership shapes how the business runs day to day: decisions move quickly, relationships matter more than process for its own sake, and the CFO works in close, direct partnership with the founders and Managing Partner rather than through layers of committees. We combine the investment rigor of a private equity firm with the discretion, trust, and long time horizon of a founder-run enterprise. We are also technology-forward: we view automation and modern tooling as core to how the firm operates, not an afterthought, and we're looking for a CFO who shares that mindset.

Position Summary

The Chief Financial Officer will serve as the senior-most finance and operations executive at the firm, responsible for the financial oversight of the fund and investment entities, portfolio company relationships, and the founders' related capital and operating structures. This role requires a rare combination of technical depth (fund accounting, tax, investment finance) and the judgment, discretion, and interpersonal skill required to work directly with the founders as both business owners and principals. We're also looking for a forward-thinking operator: someone genuinely interested in using technology and automation to modernize the finance function, and comfortable working directly with development/engineering teams to build or implement the tools that make that possible. The CFO will build and maintain the financial infrastructure, controls, and reporting that support the firm's long-term investment strategy and the founders' objectives.

Key Responsibilities

Serve as the primary financial advisor and trusted partner to the founders and Managing Partner on fund performance, liquidity, tax planning, and capital structuring.
Oversee accounting, financial reporting, and cash management across the firm's fund, holding companies, and related investment entities.
Manage consolidated financial reporting for the firm, including investor/partner reporting, investment performance summaries, and cash flow forecasts.
Partner with the investment team on due diligence, deal structuring, and financial modeling for direct investments, add-ons, and co-investments.
Coordinate with external tax advisors and legal counsel on tax planning, entity structuring, and fund/partnership compliance.
Oversee treasury and liquidity management, including capital call funding, distribution processing, credit facilities, and banking relationships.
Maintain and strengthen the internal control environment, including financial policies, approval protocols, and safeguards appropriate to a lean, closely held firm.
Manage relationships with external auditors, fund administrators, tax preparers, and other outside advisors, ensuring timely and accurate delivery of work product.
Monitor portfolio company financial performance and support portfolio-level financial oversight in coordination with deal teams.
Lead and mentor internal accounting/finance staff, and manage outsourced bookkeeping or fund administration providers as applicable.
Champion technology and automation within the finance function, evaluating and implementing systems and reporting tools appropriate to the scale and complexity of the firm's holdings.
Work directly with development/engineering teams to scope, build, or implement financial tools, integrations, and automated workflows, rather than relying solely on off-the-shelf systems.
Prepare materials for and participate in periodic partner meetings, presenting financial results and strategic recommendations.
Maintain the highest level of confidentiality and discretion regarding all firm and founder financial matters.

Qualifications

Bachelor's degree in Accounting, Finance, or a related field required; CPA and/or MBA strongly preferred.
10+ years of progressive financial leadership experience, including direct experience in private equity, a founder-led investment firm, or a closely held investment company.
Working knowledge of private equity fund structures, direct investment accounting, and partnership/K-1 tax concepts.
Experience with multi-entity consolidated reporting and complex ownership structures (LLCs, holding companies, fund vehicles).
Comfort working closely with founder ownership on both business and capital decisions, sufficient to work effectively alongside legal and tax counsel.
Demonstrated discretion and sound judgment in handling highly confidential financial information.
Strong interpersonal skills and the ability to build trust directly with the founders, not just professional intermediaries.
Hands-on style; comfortable operating without a large finance department and willing to be personally involved in day-to-day execution.
Genuinely technology-forward: comfortable evaluating new tools, driving automation of manual finance processes, and working directly with developers/engineers rather than only through IT intermediaries.

Preferred Attributes

Prior experience as a CFO or senior finance leader within a founder-led or closely held investment firm.
Background in private equity, investment banking, or public accounting (Big 4 or similar) with later transition to a principal-side role.
Experience managing outside advisor relationships (legal, tax, audit) with minimal internal oversight required.
Track record of modernizing finance operations through technology — e.g., implementing new fund administration/reporting platforms, building automated workflows, or partnering with technical teams on custom tools.
A long-term orientation and genuine interest in a multi-year, potentially career-defining relationship with the firm and its founders.

Pay: $250,000.00 - $300,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

trust officer jobs in phoenix az

Chief Financial Officer

Director of Investment Marketing

Remote Mortgage Loan Officer (Scottsdale, AZ)

SOC Operator

Flex Unarmed Security Officers - $22/hr

Trust Officer II

Senior Trust Officer

Development Officer, The College of Liberal Arts and Sciences

Student Strategic Research Analyst, Launch Studio

Staff Psychiatric Mental Health Nurse Practitioner (PMHNP) — Remote | Telehealth | Full-Time or Part-Time | Arizona

Principal Gift Officer, Athletics

Chief Information Officer

Trust Officer Senior

Development Officer, ASU Health

Commercial Loan Officer

Deputy Administrator

Major Gifts Officer

Philanthropy Writer

Chief Procurement Officer - DEMA

Escrow Officer - Ahwatukee

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