Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Trust Officer & Client Relationship Leader

$170k - $260k

Insurtech Israel News

Mechanics Bank is seeking a Sr. Trust Officer - Market Leader to join our team on-site. The role focuses on fiduciary administration, client relationships, and leading trust-related activities across accounts. Qualifications include a 4-year degree in business/finance and 10 years of trust administration with leadership experience preferred. CTFA/JD preferred; Notary may be required. Compensation includes a pay range of $170,000–$260,000 plus an AIP bonus and comprehensive benefits; travel #J-18808-Ljbffr Insurtech Israel News

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer & Client Relationship Leader in Dallas, TX vacancy
  • Arden Trust Company in Dallas, Texas is seeking a Trust Officer Senior to oversee Special Needs Trust account administration...  ...The ideal candidate will ensure client satisfaction of trust...  ...managing a variety of fiduciary relationships. Responsibilities include analyzing... 
    Senior

    Arden Trust Company

    Dallas, TX
    19 hours ago
  • Jobtailor in Dallas, TX seeks an experienced Trust Relationship Manager to oversee fiduciary administration for assigned accounts, coordinating...  ..., and excellent communication to deliver high-quality client experiences. You'll work with Private Bank partners, participate... 
    Senior

    Jobtailor

    Dallas, TX
    3 days ago
  • Kestra PWS is seeking a Senior Trust Officer to oversee Special Needs Trust account administration. This role focuses on ensuring the satisfaction...  ...train trust administrators and manage various fiduciary relationships. Ideal candidates have a Bachelor’s degree and experience... 
    Senior

    Kestra PWS

    Dallas, TX
    19 hours ago
  •  ...experienced fiduciary services professional to manage all aspects of trust administration for assigned accounts and to collaborate with...  ...degree, and strong communication skills to serve diverse clients and internal partners in a fast-paced environment. #J-18808-Ljbffr... 
    Senior

    Texas-Capital-Bank

    Dallas, TX
    4 days ago
  •  ...Growth and delivering for our clients, teammates, communities and...  ...America is committed to an in-office culture that supports collaboration...  ...investment management and trust accounts and working with...  ...by pursuing new or expanded relationships with existing clients and prospectsRequired... 
    Senior
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Dallas, TX
    1 day ago
  •  ...Arden Trust Company (Arden Trust) is part of Kestra Holdings,...  ...support families and preserve relationships for generations. The company...  ...meet their investing clients' vision and ensure their needs...  ...Partner with Impact. As a Trust Officer Senior with Arden Trust Company, you... 
    Senior
    Work experience placement

    Kestra PWS

    Dallas, TX
    3 days ago
  •  ...Senior Trust OfficerAustin, TX, US, 73301 Plano, TX, US, 75023 Houston...  ...in building meaningful relationships and helping others by providing...  ...! We need an investment and client experience enthusiast like yourself...  ...Wealth team as a Trust Officer. You will make the most out... 
    Senior
    Local area

    BOK Financial

    Dallas, TX
    19 hours ago
  •  ...teams. The role emphasizes prudent decision-making, risk management, and compliance with governing documents and Texas Capital policies. Collaboration with Private Bank partners will expand fiduciary relationships and service excellence. #J-18808-Ljbffr Texas Capital Bank
    Senior

    Texas Capital Bank

    Dallas, TX
    1 day ago
  • TIAA is seeking a Lead Trust Administrator to lead a team of Trust Administrators and...  ...on fiduciary administration for affluent clients and estates. The role emphasizes risk-aware...  ...Advisors to grow and retain trust relationships. The position requires 5+ years in fiduciary... 
    Senior

    TIAA

    Dallas, TX
    2 days ago
  • Northern Trust Corp is a global financial services company providing wealth management, asset servicing,...  ...across fiduciary and custody accounts for complex relationships and supporting service delivery with strong client communication. The position emphasizes knowledge... 
    Senior

    Northern Trust Corp

    Dallas, TX
    4 days ago
  • Northern Trust in Dallas is seeking a Personal Banker to manage client relationships and provide proactive servicing across wires, transfers, account maintenance, and related activities. You will collaborate with relationship teams, handle cash and daily balancing, assist... 
    Senior

    Northern Trust

    Dallas, TX
    1 day ago
  •  ...financial advisory firm in Texas is seeking a Senior Valuation Professional to manage engagements, develop client relationships, and mentor junior staff. The ideal candidate...  ...valuation theory. Proficiency in Microsoft Office and strong writing and communication skills are... 
    Senior
    Work at office

    Mercer Capital

    Dallas, TX
    4 days ago
  •  ...Working With At PMG, our Client Strategy team plays a key role...  ...and make an impact. As a Senior Lead in Client Strategy, if you...  ...about building strong client relationships, collaborating across teams,...  ...communications to establish trust and understanding of business... 
    Senior
    Work experience placement
    Local area
    Shift work

    PMG

    Dallas, TX
    5 days ago
  • $165.3k - $216.9k

    Eisai US is seeking a Medical Science Liaison/Senior Medical Science Liaison in Dallas, Texas, to engage with healthcare...  ...industry. The MSL will be responsible for establishing relationships with Key Opinion Leaders and supporting research initiatives. The salary range for... 
    Senior

    Eisai US

    Dallas, TX
    19 hours ago
  • $115k

     ...talent acquisition firm is seeking a Treasury Management Officer in Dallas, TX, with a competitive salary of up to $115K...  ...Responsibilities include achieving sales targets, managing relationships with commercial clients, and driving revenue growth. Potential candidates should... 

    The Symicor Group

    Dallas, TX
    4 days ago
  • PNC Financial Services Group, Inc. is seeking a results-driven relationship manager to lead client management activities, develop plans to acquire and retain clients, and deliver exceptional client experiences across a growing book of business. You will coordinate with... 
    Senior

    PNC Financial Services Group

    Dallas, TX
    4 days ago
  • LHH seeks a detail-oriented paralegal to support a collaborative Trusts & Estates group in Dallas. Ideal candidate has strong estate...  ...and trust administration experience, and can handle confidential client matters with discretion. You will draft and organize estate planning... 
    Senior

    LHH

    Dallas, TX
    19 hours ago
  •  ...Senior Client Manager/ Team Lead for Commercial P&C The Senior Client...  ...large and complex client relationships. This position is a senior,...  ...our Dallas, Austin or Houston offices, 3 days a week in office....  ...and maintain high levels of trust and confidence with clients... 
    Senior
    Hourly pay
    Work at office
    Local area
    3 days per week

    EPIC Brokers

    Dallas, TX
    19 hours ago
  • Truist is seeking a client service oriented professional to build and expand client relationships in person and over the phone, delivering financial solutions through consultative conversations and referrals. You will cross train to perform teller duties as needed, support... 
    Senior
    Full time
    Weekend work

    Truist

    Dallas, TX
    3 days ago
  •  ...businesses and their leaders. Our depth of...  ...that works for our clients, with highly experienced...  ...long-lasting relationships. Texas Capital provides...  ..., customer’s trusted advisors, and the...  ...influence at more senior levels of the organization...  ...in Dallas with offices in Austin, Fort... 
    Work experience placement
    Immediate start
    Day shift

    Texas Capital Bank

    Dallas, TX
    19 hours ago
  • $248k - $397k

     ...Global Financial Services, Senior Director, Banking...  ...accomplished Banking industry leader with deep experience...  ...modernization. As a trusted advisor, you...  ...actionable strategies for clients.You thrive in a fast-paced...  ..., build executive relationships, and deliver measurable... 
    Senior
    Temporary work
    Local area

    Slalom

    Dallas, TX
    19 hours ago
  • Frost is seeking a Private Banking Officer II in Dallas, Texas, to manage client relationships and assist families with their financial needs. You will develop tailored plans for clients with investable assets of $1.5-5 million and ensure comprehensive financial service... 
    Senior

    Frost

    Dallas, TX
    19 hours ago
  •  ...Fractional Talent Acquisition Leaders & Senior Recruiters Membership Application...  ...-driven TA professionals with clients who need them most - showing up as trusted strategic partners, not vendor...  ..., invoicing, and client relationships, so you can focus on the work... 
    Senior
    For contractors
    Remote work
    Flexible hours

    Ignite Talent Co

    Dallas, TX
    8 days ago
  • The Infinite Agency is seeking a full-time Senior Brand Manager to lead a portfolio of retail clients, owning the strategy, relationships, and measurable results. You will oversee annual calendar planning and regular photoshoots, requiring travel nearly every month, while... 
    Senior
    Full time

    The Infinite Agency

    Dallas, TX
    19 hours ago
  •  ...improve the lives of our clients, our communities, and our...  ...Group is seeking a Client Leader for our rapidly expanding...  ...industrial facilities. As a trusted advisor and relationship builder, you will guide clients...  ...flexibility between office time and work from home. Live... 
    Contract work
    Work at office
    Work from home
    Visa sponsorship

    DLR Group

    Dallas, TX
    19 hours ago
  •  ...grow our presence in the DFW community while acting as a trusted clinical resource for clients, families, referral partners, and senior living communities. This role blends nursing, community outreach, relationship management, and business development to connect families... 
    Senior

    Overture Home Care LLC

    Dallas, TX
    1 day ago
  •  ...and deep ecosystem relationships. Our strategy is...  ...of choice for our clients and to be the most...  ...suite executives, leaders and boards of the...  ...a priority. At a Senior Manager level, it...  ...limited to the specific office location, role,...  ...reinvent and build trusted, lasting relationships... 
    Senior
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Dallas, TX
    2 days ago
  • Trust Officer job at BOK Financial. Addison, TX. Job Description The Trust Officer is responsible...  ...and procedures. Proactively maintain relationships with customers, either personally or in...  ...and external advisors, resolving client and administrative issues timely. Adhere... 

    Downtown Boulder Partnership

    Addison, TX
    19 hours ago
  •  ...distribution, supporting a nationwide producer base. The position emphasizes disciplined underwriting with strong production and relationship management, and requires on-site work four days a week with one remote day; occasional travel to visit agents may be #J-18808-... 
    Senior
    Remote work

    Keystone Distinction Group

    Dallas, TX
    3 days ago
  • $65k

    Our client's Networks group offers best-in-class technology and industry...  .... We are seeking a Senior KYC / Onboarding Lead to work...  ...improvements. Build strong working relationships with internal teams (...  ...members. Proficient in Microsoft Office; strong Excel skills... 
    Senior
    Permanent employment
    Contract work
    Work at office

    G MASS Consulting

    Dallas, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Trust Officer & Client Relationship Leader. Be the first to apply!