Trust Advisor Jobs in Dallas, TX

Lead treasury operations, ensuring accurate wire transactions and cash management. Collaborate with finance teams to maintain liquidity and support investment funding, while developing treasury models...

Lead the charge in governing the Workday platform by ensuring compliance, enhancing integration processes, and fostering stakeholder collaboration to achieve a secure and reliable enterprise ecosystem...

Champion the development of 529 and ABLE solutions, driving strategy and execution from concept to national rollout. Engage stakeholders in a fast-paced environment to create scalable offerings that e...

Architect a pioneering workplace benefits solution, driving product development and strategic partnerships to enhance financial wellness offerings across a diverse national client base while owning P...

Drive innovation in financial wellness solutions, leading product strategy and distribution for workplace-based 529 and ABLE programs. Engage partners to build a sustainable offering that scales acros...

Lead a team of financial consultants to enhance client strategies, improve performance, and implement operational initiatives. Foster a culture of growth and efficiency while ensuring the delivery of...

Reimagine knowledge management by leading the execution of an innovative KM strategy, managing a team of experts, and enhancing workflows for attorneys to deliver impactful and AI-ready knowledge asse...

Champion the due diligence process in a dynamic environment, driving quality and efficiency. Manage financial analyses and client engagements while collaborating with C-level executives, fostering gro...

Provide architectural expertise to enhance internal IT systems and automate processes. Drive incident resolution and support Tier 2/3 applications while collaborating with stakeholders to maintain sys...

Grow your career with us as a Senior Solution Advisor, leveraging your expertise to drive revenue in our Price Optimization division. Collaborate closely with Sales and Client Management teams to prov...

Pioneer growth by supporting strategic partnerships and communication initiatives. Collaborate with stakeholders to drive business development, enhance relationships, and execute actionable plans that...

Lead the charge in optimizing document management standards across collaboration platforms, ensuring organization, adherence to policies, and providing user support to maintain a consistent, accessibl...

Join a team that drives successful Epic implementations, ensuring client satisfaction and high-quality patient care through effective project management and communication. Collaborate with healthcare...

Lead and optimize investment performance through comprehensive analysis, financial modeling, and strategic oversight. Manage diligence processes, enhance portfolio value, and contribute to high-level...

Shape the future of banking law by providing legal counsel to departments, ensuring compliance, and mitigating risks. Work collaboratively to develop policies and support operational efficiency in thi...

Champion data integrity by leading post-transfer review processes, enhancing automation, and resolving discrepancies to ensure seamless document-to-data transitions and operational efficiency...

Join as a Project Manager to lead new client onboarding, ensuring a seamless and engaging transition. Drive effective communication, resolve challenges, and promote client satisfaction through expert...

Shape the future of client integrations by leading onboarding efforts, partnering with cross-functional teams, and translating business needs into effective software solutions that enhance customer ex...

Join a team that's redefining treasury management, overseeing global operations, optimizing cash flow, and building strong banking relationships to support strategic financial initiatives and operatio...

Lead the charge in optimizing global treasury operations, cash management, and banking strategies while fostering a culture of excellence and accountability within a dynamic team to drive strategic fi...

Inspire operational excellence by leading global treasury functions, optimizing cash management, and supporting financial decision-making. Collaborate across departments to enhance liquidity, banking...

Champion the resolution of complex commercial liability claims, focusing on California’s catastrophic cases. Leverage your extensive experience to manage high volumes of litigated claims, ensuring eff...

Shape strategic talent management initiatives by partnering with leadership to enhance organizational effectiveness, drive employee engagement, and implement robust HR solutions that align with busine...

Drive enterprise sales success by managing high-value accounts, cultivating strategic relationships, executing complex sales strategies, and navigating procurement processes, ensuring consistent growt...

Lead transformative technology solutions by driving presales and delivery governance. Collaborate with engineering teams to achieve defined outcomes and enhance organizational change through strategic...