Trust Advisor Jobs in Dallas, TX

Unlock potential by leading comprehensive wealth strategies for high-net-worth clients. Collaborate with internal teams and external advisors to deliver tailored financial solutions while ensuring com...

Deliver exceptional leadership by driving team performance, enhancing resident experiences, and optimizing property management operations across a diverse portfolio while fostering collaboration and a...

Develop your expertise in managing complex business structures and documentation. Collaborate with cross-functional teams to enhance client experiences and streamline processes in a fast-paced legal e...

Empower client relationships by managing elite advisor plans, ensuring exceptional service and retention. Collaborate with sales and operations to deliver consultative support, resolve issues, and dri...

Unlock potential by leading complex transactions in corporate development and financial partnerships. Collaborate with cross-functional teams to drive strategic initiatives, leveraging AI to enhance l...

Lead as a national technical resource in estate, gift, and trust matters, collaborating with teams to provide expert guidance, conduct research, and develop tailored solutions for clients while enhanc...

Drive data quality and governance initiatives, ensuring firm-wide standards and effective processes. Lead projects, coach team members, and enhance data integrity to support business objectives and in...

Engage with clients to deliver tailored investment solutions, leveraging expertise in endowments and foundations. Collaborate across teams, mentor junior colleagues, and drive business development in...

Lead multifamily transactions from sourcing to closing, ensuring disciplined execution and strategic alignment across teams. Drive outcomes through strong negotiation, relationship management, and a r...

Join a dynamic team as you lead and develop Client Service Representatives, enhancing client satisfaction and operational efficiency. Drive process improvements and collaborate across departments to s...

Transform lender relationships by managing program performance, onboarding, and communication. Collaborate with leadership to identify trends and opportunities, ensuring clarity and efficiency in fina...

Lead the charge in driving strategic initiatives within Wealth Management. Collaborate with senior leadership, manage projects, and guide teams through complex problem-solving while crafting impactful...

Transform your career by leading architectural design for core systems. Collaborate with senior leaders to set technical direction, evaluate new technologies, and mentor teams while driving modernizat...

Transform business insights into actionable solutions as a key liaison between stakeholders and development teams, driving enhancements in front-office applications and ensuring high-quality delivery...

Join a team that's driving growth in the life insurance and annuity market. Leverage your expertise to build strategic relationships, manage the full client lifecycle, and align solutions with client...

Grow your career with a leading RIA by transitioning your client base to a sophisticated platform. Leverage a collaborative team model to deliver comprehensive wealth management solutions for high-net...

Join a dynamic team to lead U.S. Analyst & Advisor Relations, enhancing market positioning and driving strategic relationships in healthcare and AI. Leverage deep industry expertise to influence perce...

Help us bridge the gap between business needs and technology solutions. In this role, you'll engage with stakeholders, translate requirements, and collaborate with development teams to enhance process...

Join a team that's dedicated to delivering comprehensive risk-management solutions. Support case management, policy administration, and analytical tasks to enhance client service and streamline workfl...

Shape the future of financial services by overseeing suitability reviews and approvals for broker-dealer and investment adviser accounts. Collaborate with Registered Representatives to enhance process...

Drive compliance excellence by leading regulatory strategy and governance, ensuring scalable infrastructure for service contracts and insurance programs across North America. Collaborate with executiv...

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...

Champion efficient trading processes while managing SMA and UMA trades. Collaborate with clients and sponsors to execute model changes and ensure seamless trade operations. Leverage your analytical sk...

Champion operational excellence by enhancing systems and processes that drive franchisee performance and strategic initiatives. Collaborate with stakeholders to implement scalable solutions and improv...

Join a dynamic team providing strategic legal counsel on employment law matters, including employee relations and litigation management. Collaborate with HR and business leaders to mitigate risks and...