Senior Trustee Consultant for High-Net-Worth Trusts
LPL Financial
LPL Financial’s Private Trust Company seeks an AVP, Senior Trustee Consultant to lead trustee case consultations with LPL Advisors and oversee settlement services for high net worth clients. This role drives exceptional service and supports the onboarding of new trustee opportunities. You’ll manage complex cases, mentor trust specialists, coordinate with advisors and attorneys, and act as a Brand Ambassador for PTC while ensuring timely, compliant outcomes and strong advisor satisfaction. #J-18808-Ljbffr LPL Financial
Vacancy posted 2 days ago
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