Senior Trust Officer & Client Relationship Leader
$170k - $260kInsurtech 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
- 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
- MOHR Talent in Dallas, TX is seeking a Senior Trust Officer to lead a Special Needs Trust practice within a boutique fiduciary firm. You... ...and help grow the SNT practice with strong judgment and client relationships. This role emphasizes ownership over trust administration...Senior
- 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
- A leading company in facilities management is seeking a Senior Facilities Manager to oversee operations in Grand Prairie, TX. This on-site... ...that all maintenance, safety, and engineering functions meet client standards while promoting efficiency and service quality. Ideal...Senior
$130k - $145k
...growing boutique fiduciary firm that is expanding its Special Needs Trust practice . They're looking for an experienced Senior Trust Officer who wants more ownership, meaningful client relationships, and the opportunity to help strengthen a specialized practice. You'll...SeniorLocal area- ...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... ...with Impact. As a Trust Officer Senior with Arden Trust Company, you...SeniorWork experience placement
- ...Senior Trust Officer Austin, TX, US, 73301 Plano, TX, US, 75023 Houston, TX, US, 77001 San Antonio... ...satisfaction in building meaningful relationships and helping others by providing sound... ...Financial! We need an investment and client experience enthusiast like yourself to...SeniorLocal area
- BOK Financial is seeking a Senior Trust Officer in Dallas, TX to administer complex trust and estate... ...advisors and internal teams to define client requirements, investment goals and fiduciary duties. The role emphasizes relationship building, exceptional client service, and...Senior
- ...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 prospects...SeniorWork at officeFlexible hoursShift workDay shift
- ...Will Be Working WithAt PMG, our Client Strategy team plays a key... ...grow, 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...SeniorWork experience placementLocal areaShift work
- UMB Financial Corporation is seeking a Corporate Trust Relationship Manager III to serve as the primary contact for a portfolio of large trustee clients, ensuring exceptional service and accurate administration of accounts including billing, settlements, and cash/investment...Senior
- StoneEagle in Richardson, TX is seeking a client-focused Relationship Owner to manage high-value accounts. This hybrid role emphasizes trusted relationships, proactive outreach, and ownership of customer journeys from onboarding to resolution, without promising uncommitted...Senior
- Jobtailor in Dallas seeks a senior relationship manager for commercial banking focused on For Profit Healthcare. You will manage a large client portfolio, deepen relationships, and drive profitable transactions. You will analyze financial statements, assess capital needs...Senior
- ...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...SeniorWork at office
- WTW is seeking a Sr. Surety Client Advocate in Dallas, Texas, to oversee account management activities and ensure exceptional client service. You will be responsible for building strong client relationships, managing a book of business, and leading pricing and profitability...Senior
- ...architectures and guide project delivery from discovery through post-go-live support. The role requires deep technical mastery, exceptional communication, and the ability to manage client relationships in a consulting environment, with travel as needed. #J-18808-Ljbffr cginfinitySenior
$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$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...- Nuveen Wealth Management is seeking a Wealth Management Client Relationship Manager in a hybrid role based in Dallas, TX (also listed in Charlotte, NC). You will partner with Wealth Management Advisors to deepen client relationships and drive growth for high-net-worth clients...
- ...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...SeniorFull timeFor contractorsRemote workFlexible hours
- Truist is seeking a dedicated client service associate in Dallas to deliver exceptional in-person and phone support, build and expand customer relationships, and cross-sell bank products. You may be cross-trained for teller duties and will contribute to branch sales goals...Senior
$96.5k - $207.5k
...Trust AdvisorThe Trust Advisor will provide fiduciary expertise... ...quality fiduciary solutions to clients. This role involves managing... ...strong existing fiduciary client relationships. The Trust Advisor partners... ....Proficiency in Microsoft Office Suite.High ethical standards...Work at office- Senior Client Manager/ Team Lead for Commercial P&C SUMMARY: The Senior... ...large and complex client relationships. This position is a senior,... ...schedule out of our Dallas office, 3 days a week in office. ESSENTIAL... ...and maintain high levels of trust and confidence with clients...SeniorWork at officeLocal area3 days per week
- Amegy Bank, a division of Zions Bancorporation, seeks a Senior Branch Relationship Banker at the Monticello Avenue branch in Dallas to deepen client relationships and provide tailored financial guidance. The role emphasizes consultative sales, servicing deposits and loans...SeniorFull time
- 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...SeniorFull timeWeekend work
$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...SeniorTemporary workLocal area$65k
...Description Job Description Our client’s Networks group offers best-... .... We are seeking a Senior KYC / Onboarding Lead to work... ...improvements. Build strong working relationships with internal teams (... ...~ Proficient in Microsoft Office; strong Excel skills preferred...SeniorPermanent employmentContract workWork at office$96.5k - $207.5k
...THE ROLE: This role is responsible for administering fiduciary accounts and serving as a relationship manager for client portfolios of moderate complexity. The Trust Officer provides wealth management guidance on standard planning matters, ensures compliance with governing...Shift work- 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
- Alight Solutions in Dallas, TX is seeking a Navigation Client Leader to oversee a book of business, drive client value, and orchestrate strategy with key decision-makers across client organizations. You will own renewal planning, craft compelling business cases, and partner...SeniorRemote job
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