Senior Wealth & Fiduciary Strategist
Texas Capital Bank
Texas Capital Bank seeks a seasoned Trust Relationship Manager to oversee fiduciary administration for assigned accounts in Dallas. You will act as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, and legal teams, exercising judgement to manage risk and compliance. Collaborate with Trust RMs, Fiduciary Management, and Legal to advance the bank's fiduciary services, participate in Administrative Committee meetings, and develop new opportunities while maintaining #J-18808-Ljbffr Texas Capital Bank
- Northern Trust Corp seeks a Senior Relationship Advisor to manage sophisticated fiduciary and wealth management client relationships in Dallas, TX. The role partners with clients, their advisors, and internal teams to ensure timely delivery of fiduciary services and high...Senior
- A financial institution is seeking an Institutional Wealth Strategist to manage client accounts and ensure compliance with legal standards. Candidates should possess a relevant degree or equivalent experience in wealth management, and have strong communication and organizational...SeniorFull time
- Manage all aspects of fiduciary administration for assigned accounts, including serving as liaison among beneficiaries, co-trustees, investment... .... Strong ability to interact, negotiate and influence at more senior levels of the organization. Demonstrates expected utilization...SeniorWork experience placement
- Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executives, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs. You will build trusted relationships and coordinate with...Senior
- ...Trust in Dallas seeks a Sr. Relationship Advisor to manage complex fiduciary and wealth management client relationships and deliver high-quality fiduciary services for sophisticated clients. As a senior member of the service team, you will ensure timely delivery of fiduciary...Senior
- ...Responsibilities: Managing all aspects of fiduciary administration for assigned accounts including, but not limited... ...Strong ability to interact, negotiate and influence at more senior levels of the organization. Demonstrates expected utilization...SeniorWork experience placementImmediate startDay shift
- Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development...SeniorRemote jobWork at officeWork from homeFlexible hours
$159.97k - $188.2k
...you excel at-all from Day One. Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to... ...succession planning, philanthropic strategies, and trust and fiduciary advice. Leverages thorough knowledge of all Wealth products...Temporary workWork experience placementLocal area- ...Wealth Strategist Houston, Texas;Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge... ...owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services are provided by Bank of America...Private practiceWork at officeWork from homeShift workDay shift
- ...Job Description What is the opportunity? As a Wealth Strategist, your role will be focused on integrating and driving the adoption of financial planning as part of the core client experience, as well as wealth transfer and business planning for clients by working...SeniorFull timeTemporary workWork at officeFlexible hours
$130k - $150k
...years, Mercer Advisors is an independent fiduciary legally bound to act in our clients'... ...The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team... ...necessary Mentor and coach Estate Planning Strategists Management of a service specialist,...SeniorTemporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours- ...truly BELIEVE in what they're doing!We're committed to bringing passion and customer focus to the business.The Institutional Wealth Trust Strategist ensures that the accounts will be administered appropriately. Also, works closely with clients, their professional advisors...Full time
- Northern Trust Corp is a global financial services company providing wealth management, asset servicing, and banking services. The role involves coordinating account administration across fiduciary and custody accounts for complex relationships and supporting service delivery...Senior
- Jobot is seeking a Permanent Wealth Advisor in Dallas to manage high net worth client accounts, provide tax planning advice, and implement wealth management strategies in a fiduciary framework. The role emphasizes building strong client relationships, guiding investment...SeniorPermanent employment
- Simmons Bank - Institutional Wealth Strategist Full Time Accounting 10 Feb 2026 Simmons Bank - Institutional Wealth Strategist Title: Institutional Wealth Strategist Job ID: R114017 Job Location: Dallas, TX - 5950 Berkshire Lane Employment Type: Full-time Industry: Banking...Full time
- Tolleson Wealth Management in Dallas seeks an experienced investment professional to manage client portfolios and provide expert guidance across asset classes. You will work with an engagement team to deliver tailored strategies, respond to client inquiries, and oversee...
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated... ...implementation.Ensure adherence to applicable investment, fiduciary, and risk management policies and procedures across client...SeniorFull timeWork experience placementWork at office
$130k - $150k
...years, Mercer Advisors is an independent fiduciary legally bound to act in our clients'... ...The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team... ...necessary Mentor and coach Estate Planning Strategists Management of a service specialist,...SeniorRemote jobTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$74.93k - $153k
...a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice, you will... ...reviews of tax research of individual, fiduciary, partnership, closely-held corporations,...SeniorPrivate practiceWork at officeLocal area- Truist, located in Dallas, Texas, is seeking a Wealth Business Advisor to manage a portfolio of affluent clients. This role involves developing strong client relationships and delivering financial services aimed at meeting their needs. The ideal candidate will have significant...
- ...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Strategist Sr within PNC's Private Bank organization, you will be based in Dallas, TX.PNC is an in-office company that fosters a supportive...SeniorFull timeTemporary workPart timeWork experience placementWork at office
- ...Job Description Job Description Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client... ...investment philosophy Respect for confidentiality and fiduciary responsibility Leadership & Growth Mindset Invest in the...SeniorRemote work
$250k
Senior Wealth Management Advisor - C03 Location: Dallas, Texas, United States Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-20 years of successful sales experience as...Senior- ...provides guidance on a variety of banking and fiduciary topics including investment management,... ...and provide personalized advice and wealth and asset management services, including:... ...About this role:Wells Fargo is seeking a Senior Real Estate Asset Manager... Working at Wells...SeniorFull timeWork experience placementWork at officeRemote work
$80k - $85k
...Description The Senior Paid Media Strategist leads the development and execution of paid media strategies across digital channels, contributing to the success of integrated fundraising campaigns for nonprofit clients. This role is responsible for managing campaign performance...SeniorRemote workFlexible hours- Southwest Search is assisting a multi-billion-dollar global retail and distribution company in Dallas to hire a Senior Pricing Analyst. You will shape pricing across product and customer segments, advance the Customized Pricing Model, and ensure competitiveness and profitability...Senior
- Programmers.ai in Dallas, Texas is seeking a Senior Talent Acquisition Specialist & Human Resources professional to lead end-to-end recruitment and HR support onsite. You will manage a full recruiting lifecycle across IT, technical, and leadership roles while onboarding...Senior
- Merit Advisors, LLC is seeking a tax consultant who thrives on autonomy and delivers exceptional client service in a dynamic environment. You will manage client engagements, plan for sales and use tax issues, and provide high-level tax analysis with support from a collaborative...Senior
- Scorpion is seeking a Senior Client Experience Analyst to partner with the VP of Client Experience and cross-functional leaders, elevating how we measure, understand, and improve the end-to-end client journey. This role connects data, feedback, and signals to uncover risks...Senior
- ISN is seeking a Senior Sustainability & Risk Specialist in Dallas, TX to lead supplier sustainability assessment, compliance, and risk management activities supporting qualification and monitoring programs. You will review documentation, identify risks, and provide practical...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth & Fiduciary Strategist. Be the first to apply!



