Senior Trust Officer — Private Wealth & Estate Advisory
BOK Financial
BOK Financial in Austin, Texas, is seeking a Trust Officer III to administer complex and high-profile personal trust accounts. You'll collaborate with Portfolio Managers and provide exceptional client experiences while developing new business relationships. Ideal candidates will have a Bachelor's Degree in Business and substantial experience in trust administration. Join a dynamic team dedicated to offering outstanding client services. #J-18808-Ljbffr BOK Financial
- A financial institution in Austin is seeking an experienced Trust Officer III to manage complex trust accounts and enhance client relationships... .... This role offers a unique opportunity to contribute to a dynamic team in the Private Wealth sector. #J-18808-Ljbffr BOK FinancialSeniorPrivate
- ...-PLAN Areas of Interest: Trust Pay Transparency Salary Range... ...like yourself to join our Private Wealth team as a Trust Officer. You will make the most out of every... ...profitable personal trust, custody and estate, investment agency and IRA accounts....SeniorPrivateLocal area
- ...Wealth Advisor/Trust Officer III-Austin Position: Wealth Advisor/Trust Officer III-Austin | Division... ...Texas with offerings in personal and private banking, wealth management, business... ...laws governing trusts, foundations, estates, and investments. Grows Portfolios...PrivateMonday to Friday
- ...A leading financial services company is seeking a Senior Private Wealth Banker to act as a trusted advisor, managing complex loans and delivering tailored financial solutions to high-net-worth clients. Candidates need to have a Bachelor's Degree in Finance and significant...SeniorPrivate
- ...BOK Financial is looking for a Private Banker in Austin, Texas. In this role, you will act as a trusted advisor, recommend financial solutions to high-net-worth clients... ...an opportunity to make substantial contributions to client wealth management. #J-18808-Ljbffr...SeniorPrivate
- Forvis Mazars US is looking for a Private Client Tax Manager in Austin, Texas. This role requires strong expertise in tax compliance and... ...-high net worth clients. You will provide comprehensive tax advisory services, manage client relationships, and lead tax staff. A minimum...Flexible hours
$105.56k - $247.9k
...Bekaert delivers innovative advisory, assurance and tax... ...been created for a Senior Manager to join our high... ...flexibility to sit in multiple offices throughout our... ...M&A activities of our Private Equity clients and strategic... ..., collaboration, trust, and mutual respect...SeniorPrivateWork experience placementLocal areaRemote work$200k
...Job Title: Sr. Wealth Advisor Compensation: $200,000... ...Austin, Texas Department: Private Wealth Sales Reports To... ...Job Purpose As a Senior Wealth Advisor, you will... ...associates in those associates’ offices and at various regional... ...to the firm’s wealth advisory and partner firms...SeniorPrivateFull timeWork experience placementLocal area$365k - $420k
...firm in Austin, Texas, is seeking an experienced associate specialized in trust and estate planning with a minimum of five years of relevant experience. Candidates will be integral to the Private Client Services Group, assisting clients with complex estate and tax issues...Senior- ...skilled Associate in the Private Wealth Services Practice of our Austin office. We offer competitive... ...Requirements We are seeking a senior‑level associate (with a... ...record in sophisticated estate planning for high‑net‑... ...and families, trust and estate administration...SeniorPrivateFull timePrivate practiceWork at office
- ...Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations... ..., and liquidity needs. As a Senior Regional Manager you will... ...believe in the importance of in-office collaboration and fully... ...continuous learning, and a culture of trust and collaboration—so you can...SeniorWork at office
- ...Woodlands (WDLND) Areas of Interest: Finance; Private Banking Pay Transparency Salary Range: Not Available Summary Acting as a trusted advisor, finding and recommending the right... ...clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We...SeniorPrivate
- ...be the person clients trust to know their lives: the... ...established Austin-based advisory practice, you're the... ...compensation, and real estate, a sophisticated book that... ...relationship role at a wealth management or financial... ...a wirehouse or large private wealth firm (JP Morgan,...Private
$215k - $260k
...deep expertise across public and private markets. We invest our clients' capital... ..., industry thought leader and trusted advisor to our clients. Role Overview... ...seeking a seasoned and strategic Senior Vice President, Senior Compliance Officer to lead critical components of the...SeniorPrivateFlexible hours$95.5k - $195.4k
...life moments, you're trusted to deliver results... ...investment and estate planning vehicles.... ...law, or a family office environment. Technical... ..., and transfer wealth efficiently while... ...services to public and private entities while... ...goals with tax, advisory, risk and performance...PrivateWork at officeLocal areaRemote workWorldwide- Husch Blackwell, a national law firm, is seeking a Private Wealth Senior Counsel to join their team. The ideal candidate will have at least eight years of experience in private wealth law, focusing on estate planning, wealth management, and asset protection. Strong attention...SeniorPrivateWork at office
- A leading Texas bank in Austin seeks a Wealth Advisor/Trust Officer III to manage fiduciary relationships and grow portfolios. The role involves delivering exceptional client experiences, educating partners on wealth capabilities, and executing strategies for current and...
- Company overview Orbiss is an advisory and tax firm specialized in... ...international small and medium-sized private companies successfully scale... .... Accountant and Advisory Senior As an Accountant and Advisory... ...from home friendly. At the offices you will have breakfast in...SeniorPrivateWork from homeDay shift
- ...achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...investment advisory solution built on trust, personalized service, and a... ...in the importance of in‑office collaboration and fully intend... ...Coachability: Demonstrates a senior learning mindset by seeking input...SeniorWork at office
$290k
...with a respected national wealth management firm to find... ...Director, Wealth & Estate Strategy . This is a high... ...together estate, tax, trust, insurance, philanthropy... ...teams to incorporate private equity, hedge funds, real... ....com Job Details Seniority level - Executive Employment...PrivateFull timeLocal areaRelocation package$185k - $275k
.... We have an immediate opening for a Private Wealth Senior Counsel with a minimum of eight years... ...will consider candidates for any of our offices, including our virtual office, The... ...designing and implementing sophisticated estate plans, including assisting individual...SeniorPrivateWork at officeImmediate start$68.08k - $113.4k
...financial goals. Job Overview The Senior Trustee Consultant will be an... ...wholly owned subsidiary The Private Trust Company. Through our... ...is among the fastest growing wealth management firms in the U.S.... ....3 trillion in brokerage and advisory assets on behalf of approximately...SeniorPrivateWork experience placementWork from home- ...We believe in the importance of in-office collaboration and fully intend for... ...in the specified location(s). As a Senior Manager on the Digital Wealth Advisory Offer Management team, you will help... ...learning, and a culture of trust and collaboration—so you can build...SeniorWork at office
- ...National Wealth Management Firm seeks Senior Client Advisor in Austin, TX to... ...prospects Partner with Trust and Wealth... ...Business Development Officer who will assist in uncovering... ..., wealth and estate planning group, fiduciary... ...and commercial and private banking Requires 8+...SeniorPrivate
- ...TwinThread is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients in Austin, Texas... ...This role requires at least 2 years of experience in a financial advisory capacity and a valid Series 7 license. Candidates with a CFP...Private
- State Street is seeking a Senior Cloud Security Architect to define, implement, and govern cloud security across public, private, and SaaS environments. You will partner with cloud engineering, infrastructure, and business teams to deliver secure, scalable cloud solutions...SeniorPrivate
$365k - $420k
...leading international law firm, seeks an experienced associate to join its Private Client Services Group in Austin, Texas. Candidates should have at least five years of experience in trust and estate planning, exceptional academic credentials, and strong communication...$108k - $135k
...expertise across public and private markets. We invest our... ...thought leader and trusted advisor to our clients.... ...growth of its investment advisory and distribution... ...serve as a Compliance Officer within PIMCO's Legal and... ..., including the firm’s senior leadership. Demonstrated...PrivateWork at officeFlexible hoursShift work- A premier professional services firm is seeking a Tax Senior to provide tax compliance and consulting services. This role involves managing... ...should have a strong proficiency in tax services and stay updated with industry trends. #J-18808-Ljbffr Catalyst Family Office, LLCSeniorPrivateWork at officeRemote work
$156k - $234k
...real difference, there’s only one choice. Senior Medical Science Liaison, Cardiorenal (... ...Medical Science Liaison (MSL) serves as a trusted scientific expert and partner representing... ...medical evaluation of scientific merit; Advisory Board or other Bayer Program coordination...SeniorLocal area
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