Trust Advisor Jobs in Dallas, TX

Transform your career by managing complex accounting processes, ensuring compliance with GAAP, and supporting financial reporting for multiple entities. Join a dynamic team focused on driving excellen...

Transform retirement solutions by ensuring accuracy and compliance in managing group retirement plan accounts. Collaborate with teams and stakeholders while maintaining a detail-oriented approach to s...

Engineer scalable data pipelines and models, enhancing analytics and AI capabilities. Collaborate with cross-functional teams to ensure reliable, accessible data for strategic initiatives while optimi...

Lead vital contract negotiations and improve processes while fostering collaborative relationships across teams. Utilize your expertise to navigate complex agreements effectively and ensure compliance...

Lead the charge in managing and optimizing captive insurance operations, ensuring compliance and strategic performance for a diverse client portfolio. Collaborate with stakeholders to provide expert g...

Shape the future of customer success as an analytical partner, optimizing processes and enhancing the customer experience through data-driven insights and strategic decision-making across key operatio...

Transform institutional valuation by managing detailed appraisals, financial analysis, and consulting. Collaborate with senior leadership to meet client expectations in a dynamic environment while ens...

Drive strategic leadership and operational direction for pharma data and analytics, aligning enterprise priorities with emerging technologies and commercialization to optimize portfolio outcomes and e...

Transform billing and collections operations by leading cross-functional initiatives, optimizing revenue processes, and ensuring compliance excellence while nurturing a collaborative team environment...

Drive your career with an established firm as you lead sales and build relationships with financial intermediaries in a defined territory, supporting the growth of investment products and achieving bu...

Drive operational excellence as you lead billing and collections activities in a TPA environment. Partner across functions to minimize revenue leakage and enhance client experience while overseeing te...

Champion the optimization of servicing operations by driving technology and transaction management enhancements. Collaborate with cross-functional teams to streamline data processes and improve client...

Champion legal operations by managing contracts, compliance, and corporate governance while enhancing process efficiency. Collaborate across functions to deliver streamlined support for legal function...

Empower our legal strategy by owning the litigation portfolio, managing disputes and regulatory inquiries. Collaborate cross-functionally to translate legal risks into actionable guidance while buildi...

Discover the opportunity to influence service adoption and revenue growth. Lead strategic initiatives across teams to optimize transactional services, ensuring customer satisfaction and driving financ...

Empower innovative solutions as a senior IP attorney, managing complex IP matters, collaborating with stakeholders, and minimizing risks while advancing business initiatives across diverse technologie...

Drive your career forward by generating new treasury management business and fostering strong client relationships while leveraging your expertise to provide tailored financial solutions in a dynamic...

Lead the charge in federal project management, ensuring effective media monitoring and multimedia production while coordinating with clients, managing risks, and delivering high-quality results under...

The Solutions Advisor II will be responsible for presenting and demonstrating Solera's software solutions to prospective and current clients within the automotive industry. This role involves collabor...

Transform client services by leading our Transaction Services group, managing engagements, nurturing talent, and conducting financial due diligence for strategic transactions. Your entrepreneurial min...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Drive customer engagement and success in designated accounts while achieving revenue goals through consultative methodologies and effective program adoption of the RQI Portfolio. Build strong relation...

Empower client success by establishing strategic relationships with 20-40 accounts. Drive growth through data insights, strategic planning, and collaboration with internal teams to meet revenue target...

Optimize client relationships to enhance retention and satisfaction. Act as a primary point of contact, leveraging your expertise to resolve issues and advocate for clients while managing integrations...

Empower stakeholders by leading change management initiatives to ensure smooth adoption and integration of program changes across a global third-party oversight structure, enhancing user experience an...