Trust Advisor Jobs in Dallas, TX

Manage fiduciary administration, ensuring compliance and collaboration with stakeholders. Leverage strong communication and relationship-building skills to enhance service delivery and drive new busin...

Manage and administer personal trust accounts, leading projects and resolving complex issues while collaborating with senior management and financial advisors to meet client objectives and ensure comp...

Lead the charge in ensuring compliance with regulatory requirements and internal policies. Oversee risk operations, maintain supervisory controls, and guide compliance initiatives while fostering a cu...

Lead a team to enhance Trust administration, ensuring client satisfaction and compliance while optimizing processes for high net-worth clients and estates. Foster relationships and develop best practi...

Lead the charge in developing and managing long-term investment portfolios for clients. Collaborate with banking teams to enhance client relationships and support wealth management objectives across t...

Champion C-PACE financing transactions by providing expert legal counsel, overseeing drafting, due diligence, and collaboration on complex real estate transactions to drive successful outcomes across...

Engage clients by delivering expert tax planning solutions, guiding high net worth families through estate and income tax optimization while collaborating with an exceptional multi-disciplinary team t...

Reimagine financial advising by building your own wealth advisory practice. Harness existing relationships and employ proactive strategies to engage clients while collaborating with a dynamic team. Si...

Execute the management and execution of investment portfolios, ensuring optimal trade execution and risk management while enhancing client onboarding and service across diverse asset classes in a fast...

Drive brokerage operations by overseeing account setup and maintenance, ensuring regulatory compliance and leading a team to enhance efficiency and service quality in financial services management...

Join a team that's committed to excellence in guiding FedRAMP compliance and cloud security. Leverage your expertise to manage projects, mentor team members, and drive technical discussions while ensu...

Drive sales and develop relationships with financial advisors across various channels to enhance market share and revenue for investment products, while collaborating with team members to leverage dat...

Oversee fiduciary service operations and deliver strategic wealth planning solutions while collaborating with clients and internal teams to ensure optimal estate and trust administration tailored for...

Oversee and manage client financial plans, ensuring a sophisticated wealth management experience. Collaborate with team for strategic client solutions and process improvements while delivering high-qu...

Empower the AML Officer Services team by providing key support and ensuring compliance with AML/CFT regulations through effective communication and detailed documentation of all related policies and p...

Shape the future of wealth management by providing expert estate planning solutions for high net worth clients. Collaborate with a dedicated team and leverage your legal expertise to navigate complex...

Lead the full enterprise sales cycle, engaging with C-suite stakeholders and driving strategic partnerships in WealthTech. Leverage relationships to overcome complex business challenges and deliver me...

Lead the Estate Planning team to implement strategic solutions for high-net-worth clients. Collaborate with wealth management professionals, advising on complex estate matters while maintaining compli...

Lead the charge in managing escrow operations, driving growth, and developing a high-performing team while ensuring compliance and an exceptional client experience in the title industry...

Engage in delivering comprehensive wealth management solutions through collaboration with specialists. Manage client relationships and ensure an exceptional experience while developing strategies tail...

Join a team that's dedicated to delivering exceptional wealth management solutions by fostering client relationships and leveraging diverse financial expertise for optimal portfolio management...

Unlock potential by expertly managing complex oil, gas, and mineral assets. Provide fiduciary oversight, risk management, and strategic recommendations, collaborating with cross-functional teams to op...

Join a team that's dedicated to managing complex energy and mineral assets. You will provide comprehensive fiduciary oversight, asset strategy, and client service while ensuring compliance with regula...

Drive the compliance program at a fast-growing fintech, overseeing BSA/AML, KYC, and privacy regulations while collaborating with cross-functional teams to enhance controls and growth strategies in a...

Shape the future of capital and tax strategy by managing critical relationships and driving innovative solutions for asset and credit structuring in a dynamic family office environment...