Trust Advisor Jobs in Dallas, TX

Join a team that's driving client relations excellence in the dynamic mergers and acquisitions landscape. Engage with high-profile clients and deliver critical insights across the deal life cycle whil...

Drive risk management for multifamily loans, collaborating with borrowers and stakeholders to address emerging risks. This role requires proactive problem-solving and strategic planning to enhance ass...

Transform compliance strategies by analyzing risks and advising stakeholders. Drive the implementation of effective policies while independently managing complex compliance issues and fostering a risk...

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Join a dynamic team where you'll lead enterprise data protection deployments and shape governance practices, driving significant influence in customer success while developing a robust framework for s...

Empower your legal expertise in ERISA by providing compliance services and consulting on employee benefit plans while collaborating with a dedicated team to enhance organizational processes and client...

Lead the charge in sales strategy and account management, driving growth and satisfaction across a dynamic territory. Collaborate with cross-functional teams to secure new business and enhance existin...

Shape technical direction by designing and leading secure, scalable Java systems that influence architectural decisions, mentor teams, and drive quality through modern engineering practices in a colla...

Transform our Partnerships vertical by leveraging data analytics to drive strategic growth. Collaborate with leaders to optimize product experiences and operational risk, guiding the analytical narrat...

Lead the charge in operational oversight of bankruptcy processes for residential and Business Purpose Loan portfolios, ensuring compliance and performance across workflows, controls, and exception han...

Drive success by managing RFP processes, fostering collaborations, and ensuring high-quality responses to client inquiries, all while thriving in a dynamic, fast-paced environment that offers growth a...

Accelerate asset growth by cultivating strategic relationships with professional advisors to enhance referrals and position the organization as a trusted philanthropic partner, while developing innova...

Unlock the potential of M&A transactions as you review critical documents, ensuring clarity of obligations and terms. Collaborate with stakeholders to deliver precision in our proprietary database whi...

Grow your career by managing and nurturing key commercial client relationships, identifying business opportunities, and ensuring top-notch service delivery while collaborating with internal teams to m...

Engage with key stakeholders in the Private Equity sector, driving strategic relationships and business development initiatives that enhance value creation across portfolio companies through technolog...

Empower client-facing Retirement Solutions associates through education, coaching, and strategic engagement to deliver innovative financial solutions that align with clients' long-term objectives and...

Analyze employee benefits compliance risks, providing strategic advice and guidance to clients and internal teams on complex federal regulations like ERISA and ACA, while developing resources and tool...

Engage with clients and industry leaders to drive growth and deliver tailored insurance solutions. Develop a strong portfolio while maintaining relationships and providing expert advice on risk manage...

Lead the delivery of ERISA compliance services for retirement plans, advising clients on regulatory matters, plan design, and fiduciary responsibilities while managing a dynamic Legal Team and support...

Play a key role in enhancing client satisfaction and retention by managing all aspects of client relationships, driving strategic growth, and ensuring exceptional service in the surety industry while...

Transform real estate strategy by advising on land acquisition and development. Collaborate with cross-functional teams to finalize complex negotiations and ensure compliance across jurisdictions, dri...

Join a team that's shaping the future of accounting in a fast-paced environment! You'll lead daily operations, ensure financial accuracy, and drive process improvements while collaborating with cross...

Advance your career by managing corporate trust accounts, ensuring compliance, and fostering client relationships. Utilize your expertise to implement operational procedures and support business growt...

Join a team that drives client engagement and revenue growth by developing innovative treasury and receivables solutions for high-value clients, collaborating across product lines to ensure comprehens...

Shape client relationships and leverage your expertise to drive new business and manage reinsurance processes effectively while collaborating with internal teams to deliver innovative solutions and me...