Senior Fiduciary & Trust Relationship Leader
Jobtailor
Jobtailor in Dallas, TX seeks an experienced Trust Relationship Manager to oversee fiduciary administration for assigned accounts, coordinating with beneficiaries, co-trustees, investment advisors, and legal teams. The role requires strong regulatory interpretation, risk management, and excellent communication to deliver high-quality client experiences. You'll work with Private Bank partners, participate in Trust Administrative Committee meetings, and drive new fiduciary opportunities while #J-18808-Ljbffr Jobtailor
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Fiduciary & Trust Relationship Leader in Dallas, TX vacancy
$170k - $260k
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...Senior- Arden Trust Company in Dallas, Texas is seeking a Trust Officer Senior to oversee Special Needs Trust account administration and coordinate efforts with financial... ...beneficiaries while managing a variety of fiduciary relationships. Responsibilities include analyzing...Senior
- Texas Capital Bank seeks an experienced fiduciary services professional to manage all aspects of trust administration for assigned accounts and to collaborate with investment advisors, tax preparers, and legal teams to protect beneficiaries’ interests. The role requires...Senior
- TIAA is seeking a Lead Trust Administrator to lead a team of Trust Administrators and Trust Specialists, focusing on fiduciary administration for affluent clients and estates. The... ...Wealth Advisors to grow and retain trust relationships. The position requires 5+ years in...Senior
- Kestra PWS is seeking a Senior Trust Officer to oversee Special Needs Trust account administration. This role focuses on ensuring... ...you will also train trust administrators and manage various fiduciary relationships. Ideal candidates have a Bachelor’s degree and experience...Senior
- Northern Trust Corp is a global financial services company providing wealth management, asset servicing, and... ...involves coordinating account administration across fiduciary and custody accounts for complex relationships and supporting service delivery with strong client...Senior
- JPMorgan Chase & Co. in Dallas seeks an experienced Trusts & Estates Administrator to support corporate fiduciary services for high-net-worth clients. You will handle account set-ups, document review, tax coordination, and day-to-day administration while coordinating with...
- Texas Capital Bank seeks an experienced fiduciary services professional to manage administration for assigned accounts, coordinating... ...Collaboration with Private Bank partners will expand fiduciary relationships and service excellence. #J-18808-Ljbffr Texas Capital BankSenior
- ...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-...SeniorRemote work
- Northern Trust Corp seeks a Senior Relationship Advisor to manage sophisticated fiduciary and wealth management client relationships in Dallas, TX. The role partners with clients, their advisors, and internal teams to ensure timely delivery of fiduciary services and high...Senior
- Northern Trust in Dallas seeks a Sr. Relationship Advisor to manage complex fiduciary and wealth management client relationships and deliver high-quality fiduciary services for sophisticated clients. As a senior member of the service team, you will ensure timely delivery...Senior
- Texas Capital Bank seeks a seasoned Trust Relationship Manager to oversee fiduciary administration for assigned accounts in Dallas. You will act as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, and legal teams, exercising judgement to manage...Senior
$248k - $397k
...: Global Financial Services, Senior Director, Banking LeaderWho You... ...Banking industry leader with deep experience across retail... ...and core modernization. As a trusted advisor, you understand the business... ...challenges, build executive relationships, and deliver measurable...SeniorTemporary workLocal area- ...COLLECTIVE Fractional Talent Acquisition Leaders & Senior Recruiters Membership Application |... ...who need them most - showing up as trusted strategic partners, not vendor... ...development, contracts, invoicing, and client relationships, so you can focus on the work...SeniorFor contractorsRemote workFlexible hours
- ...Northern TrustAs a global leader in innovative wealth... ...banking services, Northern Trust (Nasdaq: NTRS) is proud to... ...Northern Trust, the Sr. Relationship Advisor manages complex fiduciary and wealth management client... ...clients. As a senior member of the service team...SeniorFull timeWork experience placementH1bWorldwideFlexible hours
- ...job is responsible for managing a book of fiduciary and investment management accounts for... ...development of complex investment management and trust accounts and working with team members... ...by pursuing new or expanded relationships with existing clients and prospectsRequired...SeniorWork at officeFlexible hoursDay shift
- ...Arden Trust Company (Arden Trust) is part of Kestra Holdings, an... ...support families and preserve relationships for generations. The company’... ...Impact. As a Trust Officer Senior with Arden Trust Company, you... ...Working knowledge of all types of Fiduciary relationships including...SeniorWork experience placement
- ...platforms, and deep ecosystem relationships. Our strategy is to be the... ...work with C-suite executives, leaders and boards of the world’s leading... ...working on a priority. At a Senior Manager level, it could... ...our clients reinvent and build trusted, lasting relationships. We measure...SeniorFull timeLive inWork at officeLocal area
- JPMorgan Chase & Co. is seeking a Trust Administrator in Dallas, Texas, to manage the... ...for legal issues, and developing client relationships with beneficiaries. The ideal candidate... ...certification, and a solid understanding of fiduciary products. This position offers a...
- ...Senior Trust OfficerAustin, TX, US, 73301 Plano, TX, US, 75023 Houston, TX, US, 77001 San... ...find satisfaction in building meaningful relationships and helping others by providing sound... ...applicable state and federal law, and fiduciary accounting standards consistent with...SeniorLocal area
- ...Wells Fargo is seeking a Senior Lead Private Wealth... ...Net Worth clients. This leader will partner closely... ...Management leadership, relationship teams, and investment... ...applicable investment, fiduciary, and risk management... ..., financial advisors, trust officers, and other specialists...SeniorFull timeWork experience placementWork at office
- ...opportunities to learn, grow, and make an impact. Join us! Trust Senior Associate (TSA), Regional Trust Center, Private Bank,... ...administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a trust...SeniorWork at officeWork from homeFlexible hoursShift workDay shift
- About Northern Trust As a global leader in innovative wealth management, asset servicing... .... At Northern Trust, the Sr. Relationship Advisor manages complex fiduciary and wealth management client relationships... ...sophisticated clients. As a senior member of the service team,...SeniorWork experience placementH1bWorldwide
- Busey Bank seeks a Private Banker II in Dallas, TX to manage a portfolio of high-net-worth personal and business relationships, delivering wealth management and loan solutions. You will collaborate with internal partners to cross-sell, grow deposits, and provide an exceptional...Senior
$158k - $217k
...the Year, you will act as a senior technical and commercial authority... ...execution.You will be a trusted advisor to Snowflake, Slalom... ...senior technical and strategic leader for Slalom’s Snowflake partnership... ....* Build and maintain strong relationships with Snowflake product and...SeniorTemporary workLocal area- ...Frost is seeking a skilled Relationship Manager III in Dallas, Texas, to enhance customer relationships and drive growth. This role demands... ..., contributing to long-term customer satisfaction and trust. Join Frost to be a part of a values-driven environment that prioritizes...Senior
- ...functional teams, including industry leaders, sales teams, and solution... .../OpenAI partnershipCreate trust and momentum by bringing... ...Track record of growing client relationships and expanding account opportunities... ...at the Principal or the Senior Principal level, the base salary...SeniorTemporary workLocal area
- Lee Hecht Harrison Nederland B.V. is seeking an experienced Trusts & Estates / Probate Paralegal in Dallas, TX. The role focuses on... ...administration, and involves working closely with attorneys and fiduciaries on sophisticated estate matters. The ideal candidate has 5+...Senior
$158k - $217k
...regional sales teams, industry leaders, solution architects, and... ...capabilities. This role is ideal for a senior technical leader who can move... ...platform operations.Relationship Builder: Track record of growing... ...field teams, and building trust across sales, delivery, and technical...SeniorTemporary workLocal area- ...partners, vendors, and industry leaders to develop and execute... ...innovation, scalable processes, and trusted strategic leadership while... ...initiatives, building lasting client relationships, mentoring future leaders,... ...with experience influencing senior client stakeholders,...SeniorLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Fiduciary & Trust Relationship Leader. Be the first to apply!
Related searches
- healthcare team leader Dallas, TX
- compliance team leader Dallas, TX
- integration team lead Dallas, TX
- team coordinator Dallas, TX
- clinical nurse leader Dallas, TX
- mobile team lead Dallas, TX
- group finance manager Dallas, TX
- team leader full time Dallas, TX
- executive team lead asset protection Dallas, TX
- group operations director Dallas, TX


