Senior Trust Officer - Special Needs Trust Leader
Kestra PWS
Kestra PWS is seeking a Senior Trust Officer to oversee Special Needs Trust account administration. This role focuses on ensuring the satisfaction of both trust beneficiaries and referring financial advisors. As part of a collaborative team, you will also train trust administrators and manage various fiduciary relationships. Ideal candidates have a Bachelor’s degree and experience with Fiduciary duties. Kestra offers competitive pay, health insurance, and opportunities for professional growth. #J-18808-Ljbffr Kestra PWS
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$135k - $160k
...Growing fiduciary and wealth management organization seeking an experienced Senior Trust Officer with expertise in Special Needs Trust administration. YOU will not be buried in administrative work you will have someone assisting with this. Compensation: $135,000–$160,...SeniorSpecial needsLocal area$140k
MOHR Talent is seeking a Senior Trust Officer in Dallas, TX, offering up to $140K base salary plus bonus. The role focuses on Special Needs Trust administration and managing complex fiduciary relationships for high-net-worth families and professionals. You will lead a...SeniorSpecial needs- ...Trust Officer Senior As a Trust Officer Senior with Arden Trust Company, you will oversee Special Needs Trust account administration and other discretionary account types, ensuring client satisfaction of trust beneficiaries and referring financial advisors in support of...SeniorSpecial needsWork experience placement
$140k
Senior Trust Officer Dallas, TX | Up to $140K Base + Bonus (Great Upside Oppt.) We’ve partnered with a highly respected boutique fiduciary... ...a Senior Trust Officer with meaningful experience in Special Needs Trust administration and complex fiduciary relationships....SeniorSpecial needsLocal area- Arden Trust Company is seeking a Trust Officer Senior in Dallas, Texas to oversee account administration and ensure client satisfaction. The successful candidate will establish operational goals and work with financial advisors. A Bachelor's Degree and over 7 years of Trust...Senior
- ...Senior Trust Officer Austin, TX, US, 73301 Plano, TX, US, 75023 Houston, TX, US, 77001 San Antonio... ..., as well as the legal, tax and specialized accounting aspects of accounts. Provides... ...ever-changing, and so are our clients' needs. We have multiple teams across our...SeniorLocal area
- ...Senior Trust Officer Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of... ...flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career...SeniorWork at officeFlexible hoursShift workDay shift
- Arden Trust Company has a tradition of providing personal trust services both directly to beneficiaries and in partnership with financial... ...of this team to protect the assets in trust. As the Trust Officer Senior, you will report to the Branch Manager. You will oversee...SeniorPermanent employmentFull timeWork experience placementImmediate start
$145k - $180k
We’re seeking a Senior Regulatory Compliance Specialist for a 6-month temporary assignment... ...who can identify the next steps needed to meet both the letter and spirit of evolving... ...sensitive visual content) as part of the Trust & Safety team. When it comes to dating,...SeniorTemporary workWork experience placement3 days per week- ...candidate will have at least 7 years of experience in business intelligence and be skilled in SQL, analytics, and LookML development. You will be responsible for standardizing reporting practices and building trust with stakeholders. #J-18808-Ljbffr Nashville Public RadioSenior
- ...Trust Officer Req ID: 78011 Location: Dallas -DAL Areas of Interest: Trust; Wealth Management Pay Transparency Salary Range: Not Available... ..., long-term approach. From traditional banking services to specialized offerings like institutional portfolio management and...Local areaWorldwide
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- ...Chief Trust Officer About the Company Renowned B2B financial technology (FinTech) platform streamlining digital asset management... ...of a national trust bank. The successful candidate will be the senior-most fiduciary executive, responsible for trust administration...
- ...Overview of Position The Chief Trust Officer is a senior level position responsible for developing, implementing... ...planners of affiliated advisor as needed in serving Trust Department clients... ...clients, directors, and other civic leaders required Software skills: Trust...Full timeWork at officeRemote work2 days per week
$90k - $125k
...Cetera Trust Company (CTC) is an affiliate of Cetera... ...advisory organization specializing in providing personalized... .... The Trust Compliance Officer manages the compliance... ...potential violations to CTC senior management. Prepare all... ...314(a) scans. What You Need to Have: Professional...Flexible hours$105k - $115k
Match Group in Dallas is searching for a Senior Recruiter to own full-cycle recruiting focused on Trust & Safety roles. You'll leverage AI tools to drive efficiency and partner with corporate leaders to ensure a high-quality candidate experience. With over 5 years of experience...Senior- ...insurer, is building a data governance program from the ground up. You will be the first dedicated governance hire, shaping how data is trusted, protected, and used across the business and reporting to the Head of Data Foundations & Governance. You will balance governance...
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- ...security tools, and experience with API security. Excellent communication skills are essential for guiding teams and implementing Zero Trust principles. This position is for a long duration with an hourly rate depending on experience. #J-18808-Ljbffr Cloud Hybrid...SeniorHourly pay
- Ernst & Young Oman is seeking a tax professional for the Fiduciary/Trust Tax Services team, based in locations including Dallas. The role involves extensive tax research, preparation of complex tax returns, and collaboration with clients to analyze tax issues. Candidates...Senior
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- ...Jackson, MS. Key responsibilities include leading migration from on-premises Active Directory to Microsoft Entra ID, architecting Zero Trust models, and ensuring compliance with identity governance standards. Candidates should have over 10 years' experience with Microsoft...SeniorContract work
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- ...Engineer to shape and drive enterprise security architecture across platforms, endpoints, networks, and data protection, leveraging Zero Trust and modern security frameworks. You will define reference architectures, standards, and roadmaps; translate governance into...Senior
- BCG Attorney Search is seeking a Senior Trusts and Estates Associate for its Dallas, TX office. This role offers a partnership track within a collaborative team, focusing on sophisticated estate planning and trust administration for high net worth clients. The ideal candidate...SeniorWork at officeRelocation package
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