Senior Trust Officer — Client-Focused Fiduciary Leader
SHR Talent
A leading independent trust and wealth management firm in Nashville, TN is seeking a Trust Officer for a key client-facing position. The role involves administering trust accounts, ensuring compliance with fiduciary standards, and offering personalized guidance. Ideal candidates should have a degree in finance or related field and over 5 years of fiduciary experience. Competitive benefits include medical insurance and a 401(k). #J-18808-Ljbffr SHR Talent
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer — Client-Focused Fiduciary Leader in Nashville, TN vacancy
- ...Companies in Brentwood, Tennessee, is seeking a Trust Officer 2 responsible for managing trust administration... ...of experience, and the ability to foster strong client relationships while ensuring compliance with fiduciary obligations. #J-18808-Ljbffr The Forge CompaniesSuggested
- Forge Consulting is seeking a Trust Officer 2 in Brentwood, TN, responsible for managing trust administration across... ...3 years of experience and strong knowledge of fiduciary responsibilities. This role involves client relationship management, training team members, and...Senior
- Cumberland Trust is seeking an experienced Trust Officer to administer trust accounts in accordance with their terms. You will work closely with clients through proactive communications and coordinate delivery of services. Expect documentation management, distributions...Suggested
- ...financial services firm in Brentwood, Tennessee is seeking a Trust Officer to manage trust accounts and ensure compliance with regulations... ...interpersonal skills, and the ability to communicate effectively with clients. This full-time, non-remote role involves collaboration with...SeniorFull timeRemote work
- Tnbankers in Nashville, TN is seeking a Trust Officer to manage a portfolio of fiduciary and investment accounts for high-net-worth clients. The candidate will oversee client communications and service coordination while implementing investment strategies aligned with client...Senior
- ...Parexel is seeking an experienced Senior Regulatory Affairs Consultant (Program / Client Partnership Manager) to join our... ...commercial programs. As a trusted leader and client advisor, you will... ...consulting skills with a client-focused approach Critical thinking and...SeniorRemote work
PAREXEL
Nashville, TN5 days ago - A full-service financial firm is seeking an experienced Special Needs Trust Officer II to manage trust services and client relationships. The role requires over 5 years of trust administration experience, preferably in the special needs field. Candidates should demonstrate...Senior
- The Trust Officer I is responsible for providing comprehensive administrative... ...up to 30 special needs trust client accounts. The Trust Officer I... ...and updating technical fiduciary knowledge in the areas of trusts... ...as well as having a focus on special needs and/or estate...Work at office
- The Trust Officer 2 is a fiduciary professional and subject matter expert who is responsible for managing... ...matters to ensure the highest levels of client service and operational excellence.... ...-making skills. Client-Centered : Focuses on delivering exceptional service, building...Work at office
- A financial institution is seeking a Trust Officer to manage trust accounts and ensure compliance with legal and regulatory standards. This role requires building strong relationships with clients while collaborating with private bankers. Candidates should have a bachelor...SeniorFull timeRemote work
- OverviewAs a Trust Officer, you’ll play a key role in managing and administering trust accounts... ...’ll build lasting relationships with clients and beneficiaries, offering expert... ...accordance with legal, regulatory, and fiduciary standards.Distributions: Ensure timely...Full timeLocal areaRemote workAfternoon shift
- U.S. Bank is seeking a fiduciary and investment management account administrator who will ensure compliance with governing documents, state statutes, and bank policies. The role includes relationship management and expertise in areas such as IRAs, estates, and charitable...Senior
- Westport One is seeking an experienced Trust Advisor to manage sophisticated fiduciary relationships and collaborate with attorneys and financial professionals to make a meaningful impact on high-net-worth families. The role offers a hybrid work environment and a supportive...Senior
- ...financial services firm is seeking a Senior Tax Associate in Nashville, TN, who will... ...tax returns and provide exceptional client service. The candidate should have a minimum... ...full-time role offers a collaborative office environment focused on technical growth and client...SeniorFull timeWork at office
- Frazier & Deeter is seeking a Passthrough Tax Senior Manager in Nashville to lead complex partnership and S‑corporation engagements, advise... ...mentor staff, grow the passthrough practice, and strengthen client relationships while delivering high-quality service. You will oversee...Senior
- A global materials science company is seeking a Client Specialist to manage key client relationships. This role focuses on overseeing specific client projects and ensuring objectives are met autonomously. Candidates should have a Bachelor's degree, 3-5 years of client service...Senior
- Senior Trust Tax Officer The Senior Trust Tax Officer role is designed to assist in managing and overseeing the tax-related activities for trust accounts. This position involves preparing documentation, maintaining records, assisting in the preparation of tax returns,...SeniorWork at office
- ...institution is hiring a Sr Commercial Banking Officer to lead client relationships in business banking. This position focuses on developing new business through underwriting... ...for advancement and a supportive corporate culture. #J-18808-Ljbffr Republic Bank & Trust CoSeniorFull timeWork at office
- Terracon is seeking a Senior Client Development Manager for the Gulf Coast Division to lead client development strategy, cultivate major pursuits... ...‑owned firm. The role may be based in any Gulf Coast Division office across AL, GA, MS, LA, or TN, with responsibilities spanning...SeniorWork at office
- ...Gallagher Benefit Services, you’re a trusted partner to organizations... ...people decisions. We help clients build better workplaces, where... ...you'll make an impactAs a Senior Client Service Manager, you’ll... ...a collaborative and learning-focused environment. Align with the account...SeniorLocal area
- Cumberland Trust was founded on the idea of doing things differently in... ...This applies to how we treat our clients in a personalized fashion, and it... ...Cumberland Trust is searching for a Trust Officer . This position needs an experienced fiduciary professional who will be...Work at office
- ...improve the lives of our clients, our communities, and... ...Group is seeking a Client Leader for our rapidly... ...industrial facilities. As a trusted advisor and relationship... ...flexibility between office time and work from home... ...change requests with a focus on clarity, transparency...Contract workWork at officeWork from homeVisa sponsorship
- ...a leading independent trust and wealth management... ...its search for a Trust Officer to join their growing... ...Trust Officer is a key client-facing position responsible... ...personalized fiduciary guidance across complex... ...fiduciary principles Seniority level Mid-Senior level...Full time
- Job Summary Advocacy Trust is looking for an experienced, client service focused Special Needs Trust Officer II to join the team. As a Trust Officer II, you will be responsible for providing trust services, building, and maintaining client and partner relationships, and...Work at office
$124.6k - $255.9k
...Solutions (DCHS) is seeking a Senior Research Leader to drive innovative thought... ...our teams, serve our clients, develop impactful collaborations... ...clients, and the market. The focus will be on market and business... ....This role serves as a trusted collaborator to the Center’s...Senior- ...of choice for our clients and to be the most client-focused, AI-enabled, great... ...-suite executives, leaders and boards of the world... ...a priority. At a Senior Manager level, it could... ...to the specific office location, role,... ...reinvent and build trusted, lasting relationships...SeniorFull timeLive inWork at officeLocal area
- ...Chief Trust Officer (CTO) About the Company Highly respected wealth management firm with boutique, client-centric service for sophisticated families. Industry Financial... ...leadership position within its expanding fiduciary and wealth planning platform. The...
- Slalom is seeking a Senior Principal to lead supply chain strategy and transformation across industries, with a focus on sourcing and procurement. You will partner with client executives to design future-state models and drive measurable value through analytics and digital...Senior
$80.28k - $98.12k
...the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management... ...work experience- Five or more years of experience in Trust administration- An advanced degree may be considered towards years...Full timeWork experience placementLocal area- BDO USA is seeking a Tax Manager for Private Client Services to deliver tax compliance and consulting for high-net-worth clients. You will leverage your education and experience to provide accurate, timely tax advice and build client relationships. In this role, you will...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Officer — Client-Focused Fiduciary Leader. Be the first to apply!
Related searches
- team coordinator Nashville, TN
- inventory team lead Nashville, TN
- group project manager Nashville, TN
- market leader Nashville, TN
- recruitment team leader Nashville, TN
- team lead data science Nashville, TN
- underwriting team lead Nashville, TN
- team leader training Nashville, TN
- clinical team leader Nashville, TN
- group operations manager Nashville, TN