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
- Arden Trust Company in Dallas, Texas is seeking a Trust Officer Senior to oversee Special Needs Trust account administration and coordinate efforts with financial advisors. The ideal candidate will ensure client satisfaction of trust beneficiaries while managing a variety...SeniorSpecial needs
- MOHR Talent in Dallas, TX is seeking a Senior Trust Officer to lead a Special Needs Trust practice within a boutique fiduciary firm. You will own a portfolio, guide beneficiaries, families, attorneys, and advisors, and help grow the SNT practice with strong judgment and...SeniorSpecial needs
$130k - $145k
...Opportunity We're partnering with a 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...SeniorSpecial needsLocal area- 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
$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 and...Senior- BOK Financial is seeking a Senior Trust Officer in Dallas, TX to administer complex trust and estate accounts within our Private Wealth group. You will work with Portfolio Managers, external advisors and internal teams to define client requirements, investment goals and...Senior
- ...serve. Bank of America is committed to an in-office culture that supports collaboration,... ...role-specific responsibilities and business needs. At Bank of America, you can build a... ...development of complex investment management and trust accounts and working with team members to...SeniorWork at officeFlexible hoursShift workDay shift
- Senior Trust Officer job at BOK Financial. Dallas, TX. Senior Trust Officer Austin, TX, US, 73301... ...skills, and abilities to BOK Financial! We need an investment and client experience... ..., as well as the legal, tax and specialized accounting aspects of accounts. Provides...SeniorLocal area
- ...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
$96.5k - $207.5k
...Trust AdvisorThe Trust Advisor will provide fiduciary expertise and deliver high-quality... ...clients' Advisor Solutions service offering needs and coordinate with Advisor Solutions and... ...meet deadlines.Proficiency in Microsoft Office Suite.High ethical standards and a...Work at office- ...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...
- Trust Officer job at BOK Financial. Addison, TX. Job Description The Trust Officer is responsible for administering personal trust, custody, estate, investment agency and IRA accounts in accordance with governing instruments, applicable state and federal law, and fiduciary...
- Matchgroup, based in Dallas, is looking for a Senior Recruiter to lead end-to-end recruiting efforts across various corporate functions, particularly in Trust & Safety. This role requires a dynamic professional with over 5 years of full-cycle recruiting experience and...Senior
- NorthMark Compute & Cloud in Dallas seeks a Manager of Identity and Access Management to lead the IAM team, shape strategy, and drive zero-trust across on-prem and cloud environments. You will own identity lifecycle, RBAC, PAM, and access governance across Microsoft Entra ID,...
- ...engineering team. You will define strategy for enterprise and workload identities, implement cryptographic attestation, and mature zero-trust posture across HPC and cloud platforms. The role emphasizes deep technical fluency in identity protocols and leadership to drive a...
$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- ...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
- ...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
- ## Director of Trust Strategy & Client IntegrationApplylocations:... ...and Oklahoma market. What we need now is the person who helps grow... ..., tax attorneys, CPAs, family offices, and centers of influence across... ..., directed trusts, and special needs trust administration**ADDITIONAL...Special needsWork experience placement
- Crow Holdings is seeking a seasoned professional to manage estate planning and trust administration. The role involves supporting the development and administration of family trusts, coordinating with outside counsel, and ensuring compliance with tax and regulatory requirements...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
- 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...
- 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
$262k - $365k
Lead and grow a team of embedded security software engineers developing infrastructure and embedded stack for root-of-trust hardware. Partner with the team’s technical leads to drive the architecture and development roadmap of root-of-trust foundational security. Influence...Senior- Job Overview A law firm seeks 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. Duties Participate...SeniorWork at officeRelocation package
$200k - $220k
...brand strategy, positioning Alkermes as THE leader in rare sleep medicine.Minimum Education... ...upon brand and customer availability/needs requiring 60%-70% travel (including nights... ...Engagement: Build strong KOL relationships and trust to inform marketing strategy and...Work at officeNight shift$165.3k - $216.9k
Eisai US is seeking a Medical Science Liaison/Senior Medical Science Liaison in Dallas, Texas, to engage with healthcare providers and... ...be responsible for establishing relationships with Key Opinion Leaders and supporting research initiatives. The salary range for this...Senior- A leading company in facilities management is seeking a Senior Facilities Manager to oversee operations in Grand Prairie, TX. This on-site position involves managing a team and ensuring that all maintenance, safety, and engineering functions meet client standards while...Senior
- Merck & Co., Inc. is seeking an Associate Director, Marketing - Thought Leader Marketing Liaison to lead advocacy and KOL engagement for the US Immunology IBD portfolio. The role emphasizes strategic alignment of scientific insights with brand objectives, conference participation...SeniorRemote work
- ...objectives, advocate for IT services, and facilitate collaboration to align technology with strategic goals. As a trusted advisor, you will build relationships with leaders, coordinate resources, and ensure effective delivery of IT capabilities that support business outcomes...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Officer - Special Needs Trust Leader. Be the first to apply!
- member team lead Dallas, TX
- team leader production Dallas, TX
- site leader Dallas, TX
- team leader training Dallas, TX
- team lead data science Dallas, TX
- group strategy director Dallas, TX
- group operations manager Dallas, TX
- team leader day shift Dallas, TX
- market leader Dallas, TX
- compliance team leader Dallas, TX

