Trust Advisor Jobs in Dallas, TX

Reimagine client relationships as a trusted advisor for HNW individuals and executives. Lead strategic initiatives, deliver tailored financial solutions, and collaborate with professionals across vari...

Accelerate your career by driving strategic business partnerships within leading financial institutions. Leverage your negotiation skills to cultivate impactful collaborations, guiding our expansion i...

Champion enterprise risk management by leading a team to identify, assess, and treat risks across the organization, collaborating with stakeholders to drive a risk-aware culture and improve processes...

Join a team that's dedicated to forging lasting relationships in private banking. Drive engagement with RIAs and Broker-Dealers, while managing a portfolio of custom financial products and ensuring th...

Contribute to a dynamic team by leading client engagements, mentoring accounting professionals, and driving exceptional service delivery within our outsourced accounting services practice. Enhance cli...

Take ownership of defining and operationalizing a customer ROI framework across teams, fostering strategic growth initiatives through measurable value outcomes while enabling effective customer engage...

Shape the future of energy by optimizing generation assets and enhancing operational performance. Drive strategic planning and collaboration with internal teams to maximize asset value while ensuring...

Join a team that's shaping compliance strategy across investment banking. Lead regulatory initiatives, develop policies, and enhance compliance culture while collaborating with senior management to en...

Champion the evolution of technical architecture at scale. Provide strategic leadership to modernize legacy systems and integrate cutting-edge AI workflows, enabling swift, secure feature delivery tha...

Engage with customers and streamline renewals for optimal efficiency. You will enhance customer success while supporting sales operations, ensuring timely renewals and accurate forecasting within a co...

Engineer global tax provision and reporting processes; lead cross-functional partnerships to enhance compliance, controls, and operational excellence within a complex corporate environment, while driv...

Lead a high-performing client management team, driving retention and growth across complex, large-case portfolios. Partner with brokers to optimize strategies and ensure exceptional client outcomes wh...

Engage in compliance oversight by conducting branch inspections, providing training, updating policies, and investigating fraud claims. Collaborate with teams to uphold regulatory standards while fost...

Play a key role in negotiating complex fintech agreements globally, supporting enterprise sales, and navigating legal challenges in a dynamic, fast-paced environment committed to financial innovation...

Shape the future of surety account management by building client relationships, coordinating bond transactions, and ensuring operational excellence while collaborating with team members to deliver exc...

Lead client relationships and manage surety accounts by delivering exceptional service, analyzing financial data, executing bonds, and collaborating with internal teams to meet client needs timely and...

Lead the charge in managing client partnerships and bond transactions, ensuring exceptional service and operational excellence while analyzing financial data and coordinating effectively with Producer...

Collaborate with cross-functional teams to design, develop, and optimize robust AI systems that serve legal professionals, shaping the future of legal technology through innovative architectural solut...

Manage ABL credit portfolios to optimize revenue growth and customer relationships. Collaborate closely with teams to mitigate risks, ensure compliance, and execute transactions while mentoring junior...

Deliver strategic vision and actionable roadmap for IAM product capabilities, collaborating across teams to enhance security services and innovate within the cybersecurity landscape while influencing...

Unlock potential by strategizing investment analysis and cashflow modeling, while collaborating on performance tracking and industry research. Join a dynamic team to advance our investment program wit...

Lead veterinary services by overseeing care standards, driving policy development, and maintaining regulatory compliance. Inspire and guide a team while advancing operational excellence in animal heal...

Champion the growth of our compliance program by leading initiatives, fostering collaboration across functions, and ensuring adherence to regulations. Drive a culture of integrity and accountability w...

Unlock your potential by leading tailored audit solutions, managing fieldwork, and mentoring audit associates. Collaborate with experienced professionals while deepening your expertise and making a me...

Lead the charge in enhancing credit risk management by supporting strategic initiatives, optimizing vendor relationships, and driving cross-functional collaboration to strengthen operational effective...