Senior Institutional Wealth & Trust Strategist
Simmons Bank
A leading financial institution is seeking an Institutional Wealth Trust Strategist based in Dallas, TX. This role involves administering trust accounts, maintaining client relationships, and ensuring compliance with applicable laws and policies. Candidates should have a BS/BA degree and relevant experience in wealth management. Strong interpersonal and communication skills are essential, along with proficiency in Microsoft Office tools. This position offers the opportunity to work within a dynamic team committed to customer focus and professional growth. #J-18808-Ljbffr Simmons Bank
- Institutional Wealth Trust Strategist page is loaded## Institutional Wealth Trust Strategistlocations: Dallas, TX: Fort Worth, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: R114017## It's fun to work in a company where people truly BELIEVE in what...Suggested
- 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
- Simmons Bank - Institutional Wealth Strategist Full Time Accounting 10 Feb 2026 Simmons Bank - Institutional Wealth Strategist Title: Institutional... ...resources Responsibilities The Institutional Wealth Trust Strategist ensures that accounts are administered appropriately...SuggestedFull time
- A regional financial institution based in Dallas is seeking a Wealth Strategist to collaborate with clients and advise on estate planning, philanthropic goals, and business succession strategies. Candidates must hold a JD and possess over 10 years of relevant experience...Senior
- ...Senior Lead Trust And Fiduciary Strategist (Lo) At Wells Fargo, we are looking for talented people who will put our customers at the center of everything... ...with outstanding talent. It all begins with you. Wealth & Investment Management (WIM) is one of the United States...SeniorWork experience placementWork at office
- to learn more.Wealth Strategist page is loaded## Wealth Strategistlocations: Dallas, TXtime type: Full timeposted on: Posted Todayjob requisition... ...with their outside tax, estate planning, legal, and other trusted advisors* Promote all aspects of Texas Capital Private Wealth...SeniorImmediate startDay shift
- Job Description Merrill Wealth Management is a leading provider of... ...individuals, companies, and institutions. Merrill Wealth Management is... ...committed to their needs. We believe trust comes from transparency. Our... .... The Private Wealth Strategist, part of Merrill’s Strategic...Private practiceWork at officeWork from homeShift workDay shift
$120k - $140k
Senior Relationship Manager - Wealth & Trust Solutions Remote (U.S.-based) | $120K-$140K base + bonus Overview We’ve partnered with a growing financial services platform expanding its advanced planning and fiduciary solutions across the advisor channel. This is a high...SeniorLocal areaRemote work- ...estate planning services via trusted 3rd parties, plan implementation... ...What You Will Do: Support Senior planner and partner with home... ...our High Net Worth client's wealth management and tax planning needs... ..., Home Office Portfolio Strategist, etc.) to ensure proper alignment...SeniorTemporary workWork at officeWork from homeHome officeFlexible hours3 days per week
- ...Job Description What is the opportunity? As a Wealth Strategist, your role will be focused on integrating and driving the adoption of... ...complex financial, estate, gift and charitable planning, personal trust planning, business succession planning, multi-generational...SeniorFull timeTemporary workWork at officeFlexible hours
- A global financial institution in Dallas, Texas is seeking an experienced Wealth Planner to partner with Private Bankers and deliver customized wealth structuring... ...requires a JD degree and a minimum of eight years in the trust and estate industry. Key responsibilities include...Senior
- A leading financial institution in Dallas seeks a Private Wealth Strategist to develop wealth transfer strategies for ultra-high net worth individuals and families. The role involves creating personalized planning strategies, partnering with Advisors, and assisting with...
$157.2k
...Through a holistic approach that integrates wealth management, tax planning, and family... ...family enterprise planning. The Wealth Strategist serves as an advisor on the most complex... ...planning‑oriented services (e.g., personal trusts, living trusts, wills, estate and tax...Work at office- ...Associate Private Wealth Strategist Req ID: 78021 Location: Oklahoma City -OKC, Dallas -DAL, Tulsa -TUL Areas of Interest: Investment Management... ...we serve, forging meaningful relationships built on trust. Our seasoned professionals excel at understanding clients' needs...
- ...high-net-worth individuals and families, institutions, and corporations from offices in 32... ...assets as of December 31, 2025. Position A Senior Wealth Planner is a dedicated tax and estate... ...Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust...SeniorWork at officeLocal area
- ...Description TRG is looking for an Investment Senior Strategist - Partners (Integrated Media Buyer) who can negotiate media partnerships... ...marketing fundamental principles taught by Ehrenberg Bass Institute, and others in the field of marketing science such as Byron...SeniorContract workTemporary workImmediate start
- ...Senior Healthcare Recruiter - Empower Your Journey with Unmatched Support About Us At MLR, we are reimagining the landscape... ...From the first conversation through to placement. Serve as a Trusted Client Partner: Gain a deep understanding of hiring needs, challenges...SeniorPermanent employmentRemote work
$70k - $80k
...Senior Brand Strategist Irving, Texas, United States About Flywheel Flywheel's suite of digital commerce solutions accelerate growth... ...actionable strategic outputs. Create collaborative and trusted relationships with cross-functional agency team members and...SeniorWork at officeLocal areaImmediate startFlexible hours- A major financial institution based in Dallas seeks a Relationship Strategist III. The role involves leading client management activities, developing strategies for client acquisition, and ensuring exceptional client experience. Candidates should possess a bachelor's degree...Senior
- A leading financial institution is seeking a Senior Home Lending Advisor in Dallas, Texas. You will serve as the main point of contact for customers throughout the loan process, utilizing your mortgage lending expertise. Responsibilities include mentoring branch teams and...Senior
- ...and at least 5 years of relevant eDiscovery experience. This role involves strategic planning, program oversight, and serving as a trusted advisor on emerging discovery risks, contributing to the transformative communication solutions AT&T provides. #J-18808-Ljbffr AT&TSenior
- ...Description Cetera Financial Group is seeking a Senior Manager, Wealth Management Practice Operations to serve as an... ...retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial...SeniorFull timeWork at officeLocal areaFlexible hours
$140k - $180k
...based in Dallas, Texas, is seeking a skilled AI Architect to define end-to-end AI architectures, lead governance efforts, and act as a trusted advisor to stakeholders. The ideal candidate will have 4-7 years of experience and a Bachelor's degree, with strong leadership in...Senior$200k - $250k
...worth individuals and families, institutions, and corporations from offices in... ...Position The Life Insurance Strategist is a senior level role within the broader Insurance... ...field specialists, including Wealth Strategies, Retirement, Trust, Alternative Investments, and...Work at officeLocal area- ...success. As a Private Business Strategist within PNC's Private Bank... ...impact on the owner's personal wealth. Ability to integrate transition... ...accounting. Combined Trust & Estate and Corporate Tax experience... ...role within a financial institution. Advising family office...Full timeTemporary workPart timeWork experience placementWork at office
$76k - $125.3k
...range of clients from venerable institutions to dynamic new entrants... ...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...which financial institutions are trusted and flourish, and the global... ...the United States. The Senior plays an integral role in the...SeniorSummer holidayFlexible hours$98k - $127.06k
A financial services institution located in Texas seeks a Trust and Estate Settlement Advisor to oversee and manage estate settlement accounts. This role involves ensuring compliance with trust laws and fostering relationships with beneficiaries, attorneys, and accountants...Senior- ...Senior Trust Operations Analyst Westwood Holdings Group, Inc. (NYSE: WHG) is a boutique asset management firm that offers... ...strategies, along with white-glove trust and wealth services, to institutional, intermediary and private wealth clients. For over 40 years...SeniorTemporary workWork at officeImmediate startFlexible hours
- ...divh2Wealth Advisor/h2pWe are currently seeking experienced Wealth Advisors to join our client in various locations nationwide. Wealth... .... We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives...Senior
- A leading financial institution in Dallas is seeking a Private Bank Wealth Advisor III to manage client relationships for high-net-worth individuals. The advisor will be responsible for developing and executing comprehensive Wealth Plans while ensuring exceptional client...SeniorWork at officeFlexible hours
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