Senior Fiduciary Relationship Manager Special Needs Trusts
MOHR Talent
MOHR Talent is seeking a Fiduciary Relationship Manager in Dallas, TX, to oversee client relationships involving Special Needs Trusts. This role combines technical trust administration expertise with relationship management, requiring 7+ years of fiduciary experience. You will serve as a pivotal contact for beneficiaries and professional advisors while managing and administering complex trust matters. Competitive base salary plus bonus provided. #J-18808-Ljbffr MOHR Talent
- ...Talent is seeking an experienced Senior Trust Officer specializing in Special Needs Trusts in Dallas, TX. This role... ...a portfolio of trusts while managing relationships with beneficiaries and advising... ...and a strong understanding of fiduciary operations. The position offers...SeniorSpecial needs
- Fiduciary Relationship Manager - Special Needs & Trust Administration Dallas, TX | Competitive Base (DOE) + Great Bonus We’ve partnered with a specialized fiduciary organization seeking an experienced Fiduciary Relationship Manager to support high-touch client relationships...Special needsWork at officeLocal area
- ...Senior Lead Trust And Fiduciary Strategist (Lo) At Wells Fargo, we... ...Wealth & Investment Management (WIM) is one of the... ...meet clients' unique needs and to help them... ...valuable research, relationships, custom solutions,... ...trust services Special needs trust services...SeniorSpecial needsWork experience placementWork at office
$120k - $140k
Senior Relationship Manager - Wealth & Trust Solutions Remote (U.S.-based) | $120K-$140K base + bonus Overview We... ...its advanced planning and fiduciary solutions across the advisor channel... ...consistently hit revenue targets Travel as needed (advisor/client-facing role) What...SeniorLocal areaRemote work$130k - $155k
...Position Overview A boutique fiduciary and wealth services organization is seeking an experienced Senior Trust Officer specializing in Special Needs Trusts (SNTs). This individual... ...fiduciary expertise and high-touch relationship management. The ideal candidate will...SeniorSpecial needsWork at officeLocal areaRemote work- A global professional services firm seeks a Senior in FTEAS to prepare fiduciary accountings and manage client relationships. Candidates should have a Bachelor's in Accounting or Finance and at least 3 years of fiduciary accounting experience. Responsibilities include...Senior
$76k - $125.3k
...Wealth and Asset Management, Insurance,... ...institutions are trusted and flourish,... ...provides fiduciary/court accounting... ...United States. The Senior plays an... ...managing client relationships; maximizing operating... ...with special projects when... ...income acts when needed, managing client...SeniorSummer holidayFlexible hours$76k - $125.3k
...Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Location... ..., Wealth and Asset Management, Insurance, and... ...building new relationships and discovering the... ...risks and potential needs for additional tax... ...expectations and complete special projects...SeniorContract workSummer holidayFlexible hours- A leading accounting firm in Dallas, Texas, is seeking a Tax Manager. This role involves technical reviews of tax returns for high-net-worth individuals and managing complex client engagements. The position also focuses on team development and compliance with tax laws....SeniorFlexible hours
- ...A leading cybersecurity firm is seeking a Senior Customer Success Manager to guide customers through their journey, ensuring they derive maximum... ...manage multiple projects. This role requires acting as a trusted advisor, advocating for clients, and collaborating with cross...SeniorRemote work
- ...Traffic Monitoring solution is trusted by the world's leading... ...thereby solidifying client relationships and maximizing customer satisfaction... ...at client organizations. Manage expectations to ensure... ...If you have a disability or special need that requires accommodation,...SeniorSpecial needsWork at officeLocal areaRemote work
$144k - $244k
...Senior Client Executive Manufacturing (US based) Company... ...to client offices as needed. The Client Executive... ...offerings as well as management of a diverse... ...improve client/customer relationships, implement change, and... ...DATA is a $30 billion trusted global innovator of business...SeniorTemporary workWork at officeRemote workWork from homeHome officeFlexible hours- ...Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston,... ...Taking care of each client's individual needs within a local market with the best financial... ...advising and being regarded as a trusted advisor, not only with financial...SeniorWork experience placementLocal area
$115k
...USD $175,000.00/Yr. Job Summary The Senior Relationship Manager is responsible for developing, managing... ...the primary point of contact and be a trusted advisor to clients, deepening and maintaining... ...products. Resolve all client needs and any internal friction points. Adhere...Senior$200k - $275k
...Senior Relationship Manager We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated... ...you live our values - trust, teamwork, and accountability... ...k), in addition to other special perks reserved for our...SeniorRemote work- ...making and compliance. The Senior Accountant will serve as a... ...actionable explanations to management. Partner with AP, AR, Payroll... ...hoc financial analysis and special projects as needed. What You Bring Bachelor’... ...reporting that leadership trusts. A disciplined accounting...SeniorSpecial needs
$102k - $142.8k
...Position Summary: As a National Account Manager - Grocery Suppliers at Bimbo Bakeries... ...will be to develop and maintain relationships with key grocery suppliers, such as McLane... ...regional and commercial decision-making. Trusted Business Partner: Communicates insights...Senior- ...Gallagher & Co. (AJG) is seeking a Senior Client Manager in Dallas, Texas. In this role,... ...client accounts and ensure their needs are met with care and precision. You... ...tailored solutions while building trust and long-term relationships with clients. The ideal candidate...Senior
$80k - $120k
...Senior Sales Account Executive We offer competitive salary, full benefits... ...in order to identify the needs of prospective clients and perform as a trusted advisor for their freight forwarding... ...monthly revenue quotas given by Sales management (based off monthly salary)....SeniorFull timeWork at officeLocal areaRelocationOverseasFlexible hours- ...Trust Officer Are you a quick-thinking... ...closely with top fiduciary, tax and wealth management professionals,... ...Management (PWM) specializes in creating comprehensive... .... As client needs evolve, this close relationship allows the team... ...using as a resource senior staff, and...Special needsWork at office
- ...customer focused, enjoy building relationships, and providing financial... ...as a Business Relationship Manager Senior Not-for-Profit is for you.... ...products and services Serve as a trusted advisor to the client in... ...solutions tailored to the financial needs and circumstances of Not-for...SeniorWork experience placement
$8k
...our communities and building trust in how we show up, everywhere... ...solutions that meet their unique needs. Your role is pivotal in... ...lasting and mutually beneficial relationships with our accounts. Are you... .../or military experience, or specialized training. Account...SeniorFull timeTemporary workPart timeWork experience placementShift work$105k - $201k
...communities and building trust in how we show up,... ...doing… The Marketing Senior Manager will be a member of the... ...and revenue with special focus on overall customer... ...Collaborative Partner Relationships: Work closely with Product... ...completion. You'll need to have: Bachelor’s...SeniorFull timeTemporary workPart timeWork experience placementWork at officeWork from homeShift work3 days per week- ...Trust & Wealth Management Division Leader Lead the trust and wealth management division by developing... ...enhance service offerings such as Special Needs Trusts, Escrow Accounts, and 1031... ...in the community, build and nurture relationships that drive business development and...Special needs
$150k - $175k
...National Account Sales Senior Manager (Medical Nutrition)... ...resources with customer needs across the healthcare... ...the ability to build relationships, gather insights,... ...Aggregation Groups. Build trusting relationships with... ...you may require any special accommodations in...SeniorContract work$110k - $170k
...We are seeking an experienced Senior Network Integration Engineer... ...best practices Optimize & manage secure network topologies, including... ..., firewalls, VPNs, and zero-trust models Develop server room... ...If you have a disability or special need that requires accommodation,...SeniorSpecial needsFull timeTemporary workPart timeWorldwide$144.5k - $309.6k
...this role As the Senior Professional Services... ...yourself as a trusted technical advisor... ...Services Engagement Managers. You'll also strengthen... ...trusted advisor relationships with customers and... ...we work as their needs evolve. The base... ...have a disability or special need that requires...SeniorSpecial needsRemote workHome officeFlexible hours- Role - Senior Practice Engagement Manager - IT Global Capability Centers (GCCs) Drive... ...Develop and maintain strong relationships with CXO‑level... ...to understand their GCC needs. Lead the creation of compelling... ...Infosys strategically and as a trusted partner, develop a...Senior
$100k - $115k
Automotive Senior Customer Success Manager TX Full-time Departments: Customer Success... ...manage strategic client relationships but also mentor and guide... ...Customer Management - Serve as a trusted advisor, fostering deep,... ...and advocate for customer needs. Travel - Willingness to...SeniorFull time- ...Restricted Area maintenance and access control management Enforce entry/exit procedures and... ...-Functional Partnership Act as a trusted security partner to internal teams... ...Veteran status. If you have a disability or special need that requires accommodation, please let...SeniorSpecial needsFull timeTemporary workPart timeLocal areaImmediate startWorldwide
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