Trust Advisor Jobs in Dallas, TX

The Wealth Manager at Lido Advisors, LLC is responsible for delivering exceptional wealth management services to clients, supporting the Senior Wealth Manager in managing client relationships and inve...

Help us orchestrate client wealth growth by advising a diverse portfolio of high-net-worth clients, enhancing their financial futures through strategic planning, relationship management, and in-depth...

Join a team that's dedicated to guardianship and probate law, handling cases from start to finish while advising clients on estate planning strategies and cultivating professional relationships to dri...

Join a team that's dedicated to fostering a growth-oriented culture by coaching financial advisors on client engagement and sales effectiveness. Drive behavior change to enhance relationships and deli...

Lead a dedicated Investor Services team to deliver top-notch client transactions, reporting, and support. Drive operational excellence while ensuring compliance and fostering strong client relationshi...

Champion the Estate Settlement function, providing strategic legal counsel and leadership, ensuring compliance, maximizing charitable distributions, and overseeing cross-functional collaboration for e...

Join a team that's dedicated to delivering exceptional investor services. Oversee transaction processes, provide client support, and supervise a dynamic team to enhance operational efficiency and comp...

Join a team that's vital in managing non-performing multifamily assets. You'll develop strategies that maximize asset recovery, minimize losses, and ensure compliance while collaborating with various...

Explore opportunities in multifamily asset management, resolving non-performing loans. Partner with key stakeholders to maximize recovery, mitigate risks, and ensure compliance for optimal portfolio p...

Unlock your potential by delivering exceptional service to RIA clients while leveraging technology in a dynamic environment. Join a team committed to operational excellence, problem-solving, and conti...

Join a team that's dedicated to delivering exceptional Trust and Estate services, overseeing account administration and fostering relationships with clients and their advisors while ensuring complianc...

Engage with high-net-worth clients to manage fiduciary and investment accounts, ensuring compliance and driving business development through tailored wealth planning solutions and exceptional client e...

Join a dynamic Legal Department, advising on energy infrastructure projects. Oversee contracts, support financing, and lead acquisitions, ensuring legal compliance and strategic risk management in a f...

Elevate your career as you develop tailored financial strategies for Ultra High Net Worth clients. This role emphasizes portfolio management, investment advice, and comprehensive financial planning wi...

Elevate equity administration through expertise in processes, compliance, and reporting. Manage grants, cap table integrity, and employee programs while fostering relationships with stakeholders in a...

Join a team that's pivotal in enabling executive leaders to focus on strategic priorities. Provide comprehensive administrative, logistical, and operational support to enhance efficiency and collabora...

Shape the future of stablecoin issuance by driving strategic market initiatives, collaborating with cross-functional teams, and engaging with institutional partners to maximize go-to-market success an...

Transform broker relationships by providing insights and strategies that enhance trust and collaboration. Leverage your sales expertise to drive HealthEquity’s growth in your territory through strong...

Grow your career with a dynamic role focused on developing trust relationships and driving business strategy in the fiduciary services sector. Influence the market by building networks and integrating...

Pioneer innovative trust strategies and cultivate key relationships to drive growth and establish a premier fiduciary platform while integrating trust services into the wealth experience...

Join a team that's central to the transaction process, coordinating due diligence and closing for commercial mortgage loans, while ensuring deadlines are met and communication flows smoothly among all...

Empower data stewardship excellence by enhancing tax assessor data practices. Lead governance, ensure data fitness, and unlock strategic value through AI and effective stakeholder collaboration in thi...

Empower effective data governance and stewardship for critical tax assessor data assets, driving strategic value through enhanced data fluency, compliance, and AI enablement in collaboration with busi...

Take ownership of the loan consent process, guiding borrower requests through rigorous risk analysis while maintaining compliance and effective communication with stakeholders to support operational o...

Manage daily cash management operations, enhancing liquidity and reporting accuracy while collaborating on strategic projects. Contribute to operational efficiency and protect company assets through e...