Senior Trust Officer - Complex Estates & Wealth Management
BOK Financial
BOK Financial is seeking a Senior Trust Officer in Denver, CO. The role involves administering personal trust, custody, estate accounts, and managing client relationships to ensure high-quality service. Candidates should have a Bachelor’s degree and significant experience in Personal Trust management. This position emphasizes teamwork, communication skills, and compliance monitoring. Join BOK Financial in delivering excellence and fostering growth for clients. #J-18808-Ljbffr BOK Financial
$120k - $180k
Senior Trust Officer job at BOK Financial. Denver, CO. Req ID: 76609 Location... ...-DEN Areas of Interest: Wealth Management Pay Transparency Salary Range... ...trust, custody and estate, investment agency and IRA... ...will manage a portfolio of complex client relationships to ensure...Senior- MidFirst Wealth Management in Denver, CO seeks a Trust Tax Manager to oversee the Trust Tax Group, ensuring accurate preparation and filing of tax documents for tax forms related to trusts and estates. This role coordinates with tax preparers and authorities and supports...Senior
$70k - $150k
MidFirst Bank is seeking a Trust Tax Administrator in Denver, Colorado. You will ensure... ...documents, oversee tax compliance for Wealth Management, and interact with tax preparers and... ...preferred, and five years in trust and estate administration. This position offers a...Senior- Tax Manager (Trust/Estate)Company OverviewWe are a small, well-established public accounting firm that... ...are seeking a highly skilled Senior Tax Manager to oversee and manage our tax... ...entities including REITsCollaborate with the wealth management team to align tax strategies...SeniorLocal area
$139.23k - $163.8k
...U.S. Bank is hiring a Private Wealth Advisor (PWA) based in Denver, Colorado. The PWA will manage relationships with High and Ultra High Net Worth clients, providing services in wealth management, estate planning, and investments. This role offers a hybrid work model,...Senior- A national advisory firm is seeking a Senior Tax Manager in Denver, CO. This role involves providing strategic leadership for complex tax engagements, advising clients on tax planning and compliance, and mentoring junior staff. The ideal candidate will have over 8 years...Senior
- First Western Trust in Denver seeks an SVP, Relationship Banker III... ...advisor to clients. You will manage loans, deposits, and assets under... ...internal partners to offer wealth management services, driving both... ...net-worth clients, overseeing complex portfolios and ensuring...Senior
$100k - $180k
Description Switchboard is seeking a Trust Officer on behalf of our client, a well-established... ...trust professional who can both administer complex accounts with precision and get out in... ...Department while staying hands-on with estates, personal trusts, retirement plans, and...Work at officeLocal areaRelocation package- ...this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team... ...relationship managers, financial advisors, trust officers, and other specialists to deliver... ...Net Worth (UHNW) clients with complex investment and wealth management...SeniorFull timeWork experience placementWork at office
$77k - $214k
Industry/SectorAsset and Wealth... ...help businesses navigate complex tax regulations and optimise... ...connections, and learning how to manage and inspire others. Navigating... ...efficiencies. As a Senior Associate you shall analyze... ...establish a secure and trusted workplace for all....SeniorFull timeSecond jobH1b- ...a Tax Principal or Signing Director for our Gift, Estate and Trust tax team in the Southwest/Rockies offices. You will lead a team of tax professionals, deliver... ...consulting services, and oversee client engagements with senior-level responsibility. The role requires a CPA...
$124k - $335k
...Senior Manager, Financial Services Tax PracticeA career in our Financial... ...the frequently changing and complex national and international tax... ...clients and stakeholders to build trust.Uphold the firm's code of... ...Opportunity: As part of the Asset and Wealth Management team you are...SeniorLocal areaOverseas- ...Chief Trust Officer (CTO) About the Company Highly respected wealth management firm with boutique, client-centric service for sophisticated families. Industry... ...involves close collaboration with wealth advisors, estate planners, attorneys, accountants, and other...
$90k - $130k
...seeking a Centralized Wealth Planning Senior Specialist who will... ...directly with our wealth management teams to provide... ...model, onboarding new offices onto our wealth planning... ..., collaborative, and trusting relationships... ...communications conveying complex information A strong...SeniorWork at officeLocal area- Charles Schwab in Colorado is seeking a Sr. Manager, Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning... ...will partner with an experienced advisory team to navigate complex decisions, drive client outcomes, and strengthen long-term...Senior
- First Western Trust is seeking an SVP, Relationship Banker III in Denver, CO to manage and expand a lending portfolio while serving as a trusted advisor to clients. You... ...with internal teams to offer comprehensive wealth management solutions. You will lead client relationships...Senior
$132.7k - $303.2k
...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...which financial institutions are trusted and flourish, and the global economy... ...for rallying together to solve complex challenges, then come join our...SeniorWork experience placementSummer holidayFlexible hours- First Western Trust is seeking an SVP, Relationship Banker III in Denver to manage and expand a lending portfolio while acting as a trusted advisor to clients. You will... ...with internal partners to offer comprehensive wealth management services. This role emphasizes...Senior
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Lone Tree, Colorado. This role focuses on delivering personalized investment advisory... ...within a dedicated team, empowering clients to manage complex portfolios effectively. Ideal candidates will have a CFP® or...Senior
- ...advising, and 401(k) management with a direct... ...2024. SUMMARY The Senior Wealth Planner is a critical... ...experience in estate planning, advanced... ...ability to navigate complex family, business,... ...executives, family-office style planning needs... ...structures, trust-owned assets, charitable...SeniorFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
- Allworth Financial is seeking a Senior Wealth Planner to deliver sophisticated planning for high-net-worth clients. You will lead complex engagements, collaborate with internal teams,... ...and design integrated strategies across estate, tax, and liquidity planning. Responsibilities...Senior
- ...Solutions in Denver, CO, is seeking a Senior Associate, Portfolio Management to own asset and portfolio analytics as... ...in commercial/industrial real estate, with a track record of leading complex analyses and providing trusted guidance to senior management. #J-188...Senior
- ...families, including executives and family offices. The practice covers estate, gift and trust tax planning, charitable giving, executive compensation, and complex cash‑flow and retirement strategies. We are seeking a senior leader to manage engagements, supervise staff,...Senior
- ...advising, and 401(k) management with a direct... ...2024. SUMMARY The Senior Wealth Planner is a critical... ...experience in estate planning, advanced... ...ability to navigate complex family, business,... ...executives, family-office style planning needs... ...structures, trust-owned assets, charitable...SeniorFull timeContract workTemporary workPart timeWork experience placementInternshipWork at officeFlexible hours
- ...recently acquired by a local wealth management investment company has two... ...a Tax leader for the small office. They are looking for a person... ...who loves managing a team, complex tax planning and tax... ...worth individual, gift and estate tax returns Analyze current...SeniorWork at officeLocal areaFlexible hours
$162k - $244k
...a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients, leading complex tax engagements and driving innovative... ...ensuring accuracy and timeliness.Serve as a trusted advisor to clients, providing...SeniorTemporary workLocal areaFlexible hours- ...Chief Trust Officer About the Company Renowned B2B financial technology (FinTech) platform streamlining digital asset management services Industry Financial Services Type Privately... ...successful candidate will be the senior-most fiduciary executive,...
$164.6k - $288k
About Northern Trust:Northern Trust, a Fortune 500 company, is a globally... ...exceptional service.Serving as Senior Relationship Advisor1. Manages assigned account base of wealth management clients by working... ..., including trust and tax law, estate planning techniques, financial...SeniorFull timeWork experience placementFlexible hours$120k - $140k
...exciting and growing industry.About Ares Wealth Management SolutionsAres Management is one of the... ...leading credit, private equity, real estate and infrastructure strategies. Through... ...the planning, execution, and delivery of complex, multi-stakeholder marketing operations...SeniorFull timeTemporary workWork experience placementFlexible hours$77k - $214k
...individuals help businesses navigate complex tax regulations and optimise... ..., and learning how to manage and inspire others. Navigating... ...creative tax solutions. As a Senior Associate you will analyze complex... ...thoughtfully to establish a secure and trusted workplace for all....SeniorH1b
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