Trust Officer: Estate & Wealth Management Lead
Downtown Boulder Partnership
Downtown Boulder Partnership is seeking a Trust Officer in Addison, TX. The Trust Officer will administer personal trust, custody, estate, investment agency, and IRA accounts while ensuring compliance with fiduciary standards and laws. Responsibilities include coordinating with clients and internal teams, ensuring all regulatory guidelines are met, and maintaining strong relationships with customers. Excellent communication and analytical skills are required. The position comes with industry-leading benefits for overall health. #J-18808-Ljbffr Downtown Boulder Partnership
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$85k - $125k
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$81.3k - $108k
...regulations, to support lifetime income, annuity products, and wealth management materials offered by TIAA. Key Responsibilities and Duties... ...and review of other materials as needed. Opportunities to lead, perform, and participate in special projects and other...Work experience placement$114k - $165.3k
...Senior Private Wealth Advisor, Practice Lead (Personal Strategy) Our vision for... ...financial success by serving as a trusted advisor and primary point... .... While not a people management position, this role will... ...income optimization, and estate planning ~ Excellent verbal...16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal areaFlexible hours- A global leader in rehabilitation services is seeking a Lead Hospital Officer in Plano, Texas. The role includes supervising detainees in a hospital setting, ensuring safety protocols, and maintaining accurate reports. Candidates must have law enforcement experience, supervisory...
- ...the following specialty areas: Independent Office of Appeals - Examination Appeals The... ...dialogue with peers, customers and partners. Leads several teams that work cases and coaches... ...to the team member and his/her immediate manager. This feedback is both written and oral;...Work at officeImmediate start
$62.5k - $87.5k
Teachers Insurance and Annuity Association of America is looking for a Wealth Client Relationship Manager in Dallas, Texas. This role focuses on partnering with Wealth Management Advisors to enhance relationships with high-net worth clients and assist them in achieving...- A leading wealth management firm is seeking an experienced Wealth Client Relationship Manager in Dallas, Texas. The role involves partnering with Wealth Management Advisors to manage high-net-worth client relationships and support financial planning solutions. The ideal...
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A financial services company is seeking a Wealth Client Relationship Manager in Dallas, TX. This role involves partnering with advisors to support high-net worth clients, managing client relationships, and ensuring financial goals are met. Candidates should have a university...- A premier financial services organization is seeking a Trust Compliance Officer to manage compliance duties, develop effective policies, and ensure adherence to laws and regulations. The ideal candidate will have over 6 years of experience in compliance within the financial...
$120k - $140k
Mohr Talent is seeking a Senior Relationship Manager in Dallas, Texas, to enhance relationships with financial advisors and HNW clients. This role requires 4+ years of experience in financial services and offers a strong earning potential with a base salary of $120K-$14...Remote job$130k
The Reserves Network in Plano, TX, is seeking a Wealth Program Manager to lead the launch of a new Wealth Management business line. In this hybrid role, you will manage strategic initiatives, collaborate with senior leadership, and develop reporting tools. The position...$154.5k - $248.6k
...improve the understanding and management of disease, and give back to... ...based commercial strategist and trusted advisor who embeds the voice... ..., including HCPs, Key Office Staff (KOS), and Dermfluencers... ...clinic and live touchpoints. • Lead Dermfluencer identification as...Full timeH1bWork at officeLocal areaRemote workFlexible hoursAfternoon shift- The University of Texas Southwestern Medical Center is hiring a Parking Enforcement Officer to monitor and enforce parking regulations across the campus. This role includes conducting daily counts of parking vacancies and assisting motorists with various concerns. Applicants...
- ...Senior Trust Officer Austin, TX, US, 73301 Plano, TX,... ...yourself to join our Private Wealth team as a Trust... ...personal trust, custody and estate, investment agency and... ...with Portfolio Managers, Specialty Asset Managers... ...Group offers industry-leading benefits addressing your...Local area
- Lead Analyst, Wealth Management Strategy page is loaded## Lead Analyst, Wealth Management Strategylocations: Dallas, TXtime type: Full timeposted on: Posted Todayjob requisition id: JR4055**Job summary:**At Integrity, we are redefining the future of work. We believe that...Local area
- Parkland Health and Hospital System (PHHS) is seeking a Virtual Lead Coding Specialist to enhance quality audit scores in coding. Responsibilities include conducting coding reviews, coaching staff, and ensuring coding compliance. Qualified candidates must have a high school...
- ...Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help... ...of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland,...Work at office
- A leading wealth management company in Dallas, TX is looking for a Chief Compliance Officer to lead regulatory compliance and enterprise risk functions. This senior role involves building a comprehensive compliance framework across multiple entities and collaborating closely...
- ...our team and advance our mission. With offices in Atlanta, Dallas, Phoenix and Minneapolis... ...affordable housing development and management companies. We create quality, affordable... ...and HOME programs - while serving as a trusted partner to property and regional teams....Temporary workWork at officeLocal areaFlexible hours
$130k - $155k
...Schedule: 4 Days In Office | Remote Fridays... ...boutique fiduciary and wealth services... ...experienced Senior Trust Officer specializing... ...touch relationship management. The ideal candidate... ...relationship lead for a portfolio of... ...families, caregivers, estate planning attorneys...Work at officeLocal areaRemote work$119k - $164k
...Senior Compliance Officer, Clearing & Surveillance Dallas, TX Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals... ...the ability to influence and build trust across compliance, operations,...Work at officeImmediate start3 days per week- ...problems for our clients. We are a leading global financial services... ..., securities and investment management services to a substantial and... ...and individuals. Asset & Wealth Management Division Across... ...in New York, we maintain offices around the world. We believe...Bank staff
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