Trust Advisor Jobs in Dallas, TX

Empower your career as you drive client success through financial due diligence and strategic advice in healthcare transactions. Join a dynamic team where your insights impact firm growth while advanc...

Transform commercial contracting by leading negotiations and enhancing workflows. Collaborate with cross-functional teams to drive compliance and strategic outcomes, ensuring legal support scales effe...

Lead the charge in establishing and executing a robust relationship management model, engaging senior stakeholders to enhance financial planning strategies and steer innovative advice solutions aligne...

Support key business leaders by providing legal counsel and compliance guidance. Collaborate with teams to ensure adherence to policies while managing contract negotiations and risk mitigation strateg...

Unlock your potential by driving sales of retirement plans in a dynamic market. Build relationships with financial intermediaries and plan sponsors while managing a targeted territory to achieve ambit...

Lead the charge in delivering AI-driven analytic solutions, guiding a team of experts to enhance client marketing strategies. Collaborate across disciplines to drive innovation, optimize performance...

Join a team that's redefining renewable energy asset management. Lead the oversight of a diverse portfolio, ensuring optimal performance, compliance, and financial returns while managing third-party o...

Elevate operational excellence by leading the SPOC department, ensuring compliance and efficiency in loss mitigation services. Drive performance, workforce planning, and process improvements while fos...

Deliver innovative disaster recovery solutions for healthcare systems, ensuring compliance and resilience for clinical workloads. Collaborate with cross-functional teams to address complex challenges...

Unlock potential by driving advisor adoption of technology across platforms, providing hands-on coaching, leading demonstrations, and ensuring seamless transitions to elevate performance in a wealth m...

Engage with investors to drive private fund placements, supporting senior team members in relationship management and fundraising strategies across multiple mandates in a dynamic, client-facing enviro...

Transform employee benefits by leading strategic oversight of health and retirement programs. Drive program design, vendor management, and compliance while enhancing employee engagement and optimizing...

Unlock your potential by partnering with high net worth clients to deliver tailored tax planning strategies. Collaborate with experts to enhance client experiences and support their financial goals th...

Lead the charge in transforming our tax practice by driving strategic growth, enhancing client relationships, and mentoring teams to deliver exceptional value and compliance in a dynamic environment...

Champion the long-term performance of a renewable energy portfolio by overseeing operations, optimizing revenue, and ensuring compliance. Lead third-party management and drive strategic initiatives to...

Unlock potential by managing complex real estate transactions for corporate clients. Lead site selections, financial analyses, and negotiations while coordinating multiple stakeholders to drive succes...

Transform real estate transactions by managing complex portfolios, leading negotiations, and collaborating with stakeholders to deliver strategic solutions for corporate clients...

Join a team focused on enhancing software security through advanced engineering practices, risk analysis, and integration of security tools to ensure robust application security in development and pro...

Transform the future of luxury residential projects by leading complex developments, mentoring teams, and driving financial performance while ensuring client satisfaction and strategic growth...

Join a team that's dedicated to providing legal support for banking and investment services. You'll advise on client account matters, manage disputes, and ensure compliance while collaborating with bu...

Elevate your legal career by providing strategic counsel to the Private Bank and Merrill, addressing complex legal issues, ensuring compliance, and supporting business initiatives in a dynamic environ...

Join our team to lead the implementation of enterprise-wide KYC policies and controls. Collaborate with stakeholders to enhance compliance and governance, ensuring effective execution of KYC programs...

Lead the growth of our Syndications platform by managing portfolio activities, structuring transactions, and collaborating with internal and external partners to enhance syndication efforts and ensure...

Join a team that's driving growth in our Syndications platform by managing transactions, preparing marketing materials, and collaborating with internal and external partners to enhance syndication act...

Support the growth of our Syndications platform by managing transactions, preparing marketing materials, and coordinating with internal and external partners to enhance syndication activities and main...