Trust Advisor Jobs in Dallas, TX

Develop and manage client relationships in Wealth Management, leveraging investment strategies and compliance knowledge to meet clients' financial goals while leading a high-performing team toward exc...

Manage compliance for a registered investment adviser, ensuring adherence to policies, facilitating regulatory filings and training, and serving as a liaison during regulatory inquiries to support com...

Lead the charge in designing autonomous AI workflows that enhance client ROI, bridging technical execution with strategic goals to optimize demo environments and ensure trial success through proactive...

Lead the charge in optimizing advisor success through innovative strategies, ensuring growth, retention, and a superior experience for a vast network of advisors while driving measurable results and s...

Lead the charge in enterprise architectural initiatives, driving modernization efforts and strategic technology direction for a complex portfolio. Collaborate with senior leaders to innovate and ensur...

Champion the administration of diverse retirement programs, ensuring compliance and enhancing employee experiences through effective partnership with cross-functional teams and external providers, all...

Lead the charge in managing wealth managed accounts products, driving product strategy, market analysis, and collaboration with teams to enhance client solutions that meet financial goals while ensuri...

Manage and optimize global equity operations, ensuring compliance and data accuracy. Collaborate across departments to support equity administration processes, enhance reporting, and streamline operat...

Accelerate progress at a dynamic firm as you partner with clients, providing strategic financial management and consulting services to enhance their accounting operations and ensure sustainable growth...

Partner with us to deliver strategic financial management solutions as a Controller Consultant, providing clients with exceptional accounting support that drives growth and strengthens their operation...

Launch and optimize core account operations, ensuring compliance and precision in client onboarding and lifecycle management while supporting a high-touch advisor service model in a dynamic environmen...

Make your mark by joining a dynamic Contracts team, managing pre-M&A contracts, negotiating with investment funds, and leveraging AI tools for efficiency as you cultivate client relationships and ment...

Contribute to impactful trade solutions by guiding clients on customs regulations, developing comprehensive project plans, and offering expert analysis to navigate complex import/export challenges whi...

Accelerate progress at the forefront of the clean energy sector by fostering and managing strategic relationships with leading law firms, driving impactful collaborations, and delivering critical mark...

Empower our High Net Worth Planning Services by providing expert financial strategies. Engage with advisors to deliver tailored solutions, addressing complex planning issues while mentoring junior tea...

Lead estate planning and probate matters from consultation to resolution, providing high-level counsel and advocacy. Manage contested and uncontested proceedings, fostering strong client relationships...

Drive the annuity business strategy and product management, enhancing advisor experiences and fostering partnerships across diverse annuity solutions to drive growth and operational efficiency, ensuri...

Champion client benefits strategy through expert consultation. Lead complex projects, coach consultants, and enhance solutions within cross-functional teams to elevate client satisfaction and drive gr...

Grow your career with us by coaching advisors to provide integrated financial solutions that meet client needs. Collaborate on strategy, drive adoption of products, and engage in one-on-one and group...

Join a team that leads the response to Zero Trust security incidents. Engage as a technical authority in operational challenges, guide cross-functional teams, and drive proactive improvements for secu...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Transform compliance within a dynamic enterprise by designing and overseeing an effective Ethics and Compliance Program that aligns with regulations and promotes enterprise growth. Drive culture and a...

Unlock potential by leading compliance consulting for clients within the investment advisory sector. Manage client relationships, conduct complex reviews, and support service development while mentori...

Join a team that's redefining wealth management by leveraging modern technology and operational support to enhance client relationships and grow your advisory practice effectively...

Join a team that's dedicated to enhancing title operations in consumer lending. In this leadership role, you'll oversee title management, ensure compliance, and foster collaboration, directly impactin...