Trust Advisor Jobs in Dallas, TX

The Senior Consultant, NetSuite is responsible for leading full-cycle NetSuite implementation projects, from discovery to deployment, while ensuring excellent customer service. This role involves coll...

Manage diverse tax projects, fostering client relationships and mentoring staff. Oversee tax return reviews and compliance, while identifying growth opportunities in a dynamic environment. Collaborate...

Join a team that's dedicated to fostering a safe online community. Oversee daily operations, manage a support team, and develop policies to ensure user safety and satisfaction while collaborating acro...

Empower strategic partnerships to enhance product distribution and revenue. Collaborate with cross-functional teams to drive integration, manage agreements, and optimize partner relationships for grow...

Lead strategic tax planning and advisory solutions for diverse clients. Manage client relationships, oversee tax plans, and mentor staff while ensuring compliance and timely delivery of services. Driv...

Shape the future of real estate transactions by managing acquisitions, negotiations, and legal compliance. Collaborate with diverse teams to drive growth and resolve complex issues while ensuring effi...

Develop your career by partnering with Commercial Loan Officers to analyze credit requests, manage portfolios, and ensure compliance. This role emphasizes collaboration, analytical skills, and deliver...

Manage complex CGL and BOP claims from investigation to resolution, collaborating with defense counsel and stakeholders to evaluate coverage, negotiate settlements, and ensure compliance with regulato...

Innovate within the retirement solutions sector by driving sales of qualified plans to small and mid-sized markets. Build relationships with financial intermediaries and manage a dynamic territory to...

Lead the management of private equity client deliverables, ensuring accurate financial reporting and effective client relationships. Oversee team operations, provide guidance, and enhance processes to...

Drive revenue growth by managing mid-market customer accounts, enhancing relationships, and identifying upsell opportunities. Collaborate with cross-functional teams to ensure customer success and max...

Partner with us to deliver innovative investment solutions for Endowment and Foundation clients. Leverage your expertise to enhance client relationships and mentor junior colleagues while navigating a...

Play a key role in leading healthcare commissioning projects, driving business development, and mentoring staff. Collaborate with diverse stakeholders to ensure project success and adherence to indust...

Take ownership of complex institutional partnerships, driving customer success and retention. Collaborate cross-functionally to enhance account growth, manage contracts, and optimize platform implemen...

Join a team that's shaping the future of corporate legal strategy. Leverage your expertise in commercial, construction, and real estate law to support cross-functional leaders and manage complex legal...

Optimize legal strategies and project management for corporate and construction initiatives. Collaborate with executives to draft and review contracts, ensuring compliance and confidentiality while na...

Unlock potential by leading treasury operations, managing liquidity, and optimizing investment strategies. Drive risk management and compliance while fostering banking relationships in a dynamic finte...

Help us optimize our Salesforce platform by enhancing automation, ensuring system reliability, and driving high-impact initiatives that align with organizational goals while collaborating with stakeho...

Drive client satisfaction by cultivating relationships with lenders, overseeing account management, and identifying new business opportunities. Collaborate with internal teams to ensure seamless servi...

Shape the future of client relationships by leading global capital markets administration for high net-worth clients. Drive strategic decisions, enhance client experiences, and ensure compliance while...

Join a team that's driving M&A success by leading financial strategy, target evaluation, and integration planning. Collaborate with senior leaders to identify opportunities and execute critical phases...

Grow your career with impactful audit leadership, overseeing engagements and developing staff to ensure thorough evaluations and compliance across business operations and risks...

Innovate security architecture and engineering solutions to enhance our brokerage platform. Lead complex initiatives, mentor engineers, and ensure compliance while securing AWS, Kubernetes, and corpor...

Lead the charge in managing margin and collateral operations, ensuring compliance and accuracy in daily processes. Collaborate with cross-functional teams to enhance client financing support while mit...

Unlock your potential by supporting federal compliance and regulatory review. Engage in legal analysis, manage multiple cases, and ensure adherence to laws and policies while contributing to mission-c...