Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Trust Officer & Wealth Planning Leader

First Western

First Western Trust is seeking a Senior Vice President in the Trust Office to lead administration and expansion of large, complex trust relationships. You will drive revenue by identifying opportunities in loans, deposits, and investment assets, while ensuring compliance with federal and state laws and bank policies. You will mentor junior staff, collaborate with wealth planning, and network with attorneys, accountants, and planners to promote fiduciary services. #J-18808-Ljbffr First Western

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer & Wealth Planning Leader in Kansas City, MO vacancy
  • FNBO is seeking a Senior Trust Advisor to act as a subject matter expert on trust and fiduciary services for UHNW clients. The role administers complex trust relationships, interprets estate planning matters, and works with Financial Advisors, Planners and Investment Portfolio... 
    Senior

    First National Bank of Omaha

    Kansas City, MO
    3 days ago
  • $107.55k - $182.84k

     ...and we’re committed to their success! The Trust Administrator will manage and administer...  ...and facilitate complex trust and estate planning matters as part of the advice-based solutions...  ...to develop and implement a comprehensive wealth plan. The Ideal Candidate For This Role... 
    Suggested
    Temporary work
    For contractors
    Work experience placement
    Local area

    FNBO

    Kansas City, MO
    3 days ago
  • $107.55k - $182.84k

     ...Trust Administrator Overview Summary of the Job: The Trust Administrator will manage and...  ...and facilitate complex trust and estate planning matters as part of the advice‑based solutions...  ...to develop and implement a comprehensive wealth plan. Qualifications Bachelor’s degree in... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    First National Bank of Omaha

    Kansas City, MO
    4 days ago
  • $93k - $123.5k

     ...firm located in Kansas City is seeking a Wealth Management Senior Investments Product Manager. This role...  ..., and influencing product marketing plans. The ideal candidate should have over...  ...including health insurance, 401(k) plan, and paid vacation. #J-18808-Ljbffr Commerce Trust
    Senior

    Commerce Trust

    Kansas City, MO
    2 days ago
  • $125k - $175k

     ...professional with deep expertise in trust administration, estate planning, and high-net-worth client...  ...development. About the Role The Trust Office, Senior Vice President, is responsible for...  ...potential additions or changes to wealth planning objectives. Analyze complex... 
    Suggested
    Contract work
    For contractors
    Work experience placement
    For subcontractor
    Work at office
    Flexible hours

    First Western

    Kansas City, MO
    2 days ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax...  ...and guidance to clients on tax planning, compliance, and strategy....  ...increased efficiencies. As a Senior Associate you shall analyze complex...  ...to establish a secure and trusted workplace for all.... 
    Senior
    Full time
    Second job
    H1b

    PwC

    Kansas City, MO
    2 days ago
  • A growing independent wealth management firm is seeking a Senior Client Relationship Manager in Overland Park, Kansas. The ideal candidate will have client service experience, strong communication skills, and a professional demeanor. Responsibilities include supporting... 
    Senior

    The Well

    Overland Park, KS
    5 days ago
  • $74.93k - $153k

     ...Summary Are you a leader and strategic...  ...individual clients and their trusts, estates, family offices, investment vehicles...  ...’s growing Private Wealth practice! Recruiting...  ...You’ll Do As a Tax Senior in our Private...  ...projects related to tax planning opportunities and... 
    Senior
    Private practice
    Work at office
    Local area

    Deloitte

    Kansas City, MO
    3 days ago
  • $124k - $335k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement...  ...- Renewable Energy Tax Senior Manager, you will play a...  ...development of innovative tax planning solutions and methodologies-...  ...management and building trust- Innovating processes to enhance... 
    Senior
    Full time
    H1b
    Local area

    PwC

    Kansas City, MO
    3 days ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax...  ...and guidance to clients on tax planning, compliance, and strategy....  ...creative tax solutions. As a Senior Associate you will analyze complex...  ...to establish a secure and trusted workplace for all.Applications... 
    Senior
    Full time
    H1b

    PwC

    Kansas City, MO
    3 days ago
  •  ...Job Description Description: As a Trust Officer for Midwest Trust Company, you will play...  ...Midwest Trust Company is a full-service wealth management institution offering complete...  ...of personal trust administration, estate planning, investment management, retirement and investment... 
    Work at office

    MTC Holding Corporation

    Leawood, KS
    23 days ago
  •  ...CampusPosition Summary / Career Interest:The Senior Clinical Communications Liaison will be...  ...strategic, comprehensive communications plans, clinical communications projects, and...  ...work closely with executives, product line leaders and cross functional teams to best serve... 
    Senior
    Full time
    Freelance

    The University of Kansas Health System

    Shawnee Mission, KS
    4 days ago
  • $83.2k - $178.8k

    A financial services institution located in Kansas City is looking for an experienced Wealth Planner. The role involves delivering financial planning services to high-value family clients, managing client interactions, and providing guidance to other planners. The ideal... 
    Senior

    UMB Bank

    Kansas City, MO
    1 day ago
  • $171.6k - $392.1k

     ...making. As a ServiceNow Consulting Senior Manager you will play a...  ...are met. Developing resource plans and budgets for engagements, managing...  ...express big ideas to senior leaders, often without technical...  ...and the planet, while building trust in capital markets. Enabled by... 
    Senior
    Summer holiday
    Worldwide
    Flexible hours

    EY

    Kansas City, MO
    4 days ago
  • $149.52k - $175.9k

     ...what you excel at—all from Day One.Job DescriptionProduct Managers at U.S. Bank are customer obsessed in driving product visioning, planning and development to deliver on our human + digital product strategy and staying one step ahead of evolving economic, technological,... 
    Senior
    Full time
    Local area
    Shift work

    US Bank

    Kansas City, MO
    4 days ago
  • First National Bank of Omaha is seeking a Trust Administrator in Kansas City to manage trust relationships and advise clients on estate planning. You will interpret and communicate complex financial matters, acting as a trusted advisor while ensuring compliance with fiduciary... 
    Senior

    First National Bank of Omaha

    Kansas City, MO
    5 days ago
  • $119k - $163k

    A financial services firm in Kansas City is seeking a Trust Counsel to provide legal and regulatory advice regarding trust administration...  ...5 years of legal experience, and strong expertise in estate planning and tax laws. The candidate will evaluate estate plan documents... 
    Senior

    Commerce Trust

    Kansas City, MO
    2 days ago
  •  ...in Missouri seeks an experienced Personal Trust Administration Assistant Manager to lead trust operations across remote offices, ensuring compliant administration and efficient...  ...0+ years in Trust Administration or Estate Planning are required; CTFA/ CFP preferred. #J-1880... 
    Senior
    Remote job

    Stifel Financial Corp.

    Kansas City, MO
    4 days ago
  • Position Summary The Senior Clinical Communications Liaison will develop and execute strategic, comprehensive communication plans, clinical communication projects, and routine communications...  ...support for product line leaders and guidance as needed Plan, drive, and... 
    Senior
    Full time
    Freelance

    The University of Kansas Health System

    Shawnee, KS
    2 days ago
  • Clyde & Co US LLP is seeking a Senior Reward Manager for North America to lead the design, development and delivery of compensation programs...  ...align with global principles while supporting workforce planning and governance. The role requires deep NA compensation expertise... 
    Senior

    Clyde & Co US LLP

    Kansas City, MO
    5 days ago
  • Commerce Bank in Kansas City seeks a Senior Project Manager for Wealth Management to lead cross-functional projects, leveraging agile and traditional...  ...scope, timelines, and budgets, coordinating with senior leaders to align with business goals. The role requires 6+ years... 
    Senior

    Mercantil Commerce Bank

    Kansas City, MO
    4 days ago
  • Overview We are seeking a full-time Senior International Trade Compliance Specialist at Garmin...  ...Traffic in Arms (ITAR), U. S. Treasury Office of Foreign Asset Controls (OFAC), and...  ...activities Develop and prepare detailed project plans from concept to completion and... 
    Senior
    Full time
    Work at office
    Flexible hours

    Garmin Ltd.

    Olathe, KS
    2 days ago
  • Lathrop GPM LLP, a leading law firm, is seeking a Senior Manager for Financial Planning and Analysis. This role is pivotal in leading planning, forecasting, and analytics functions across multiple locations including Kansas City and Chicago. The ideal candidate will have... 
    Senior

    Lathrop GPM LLP

    Kansas City, MO
    2 days ago
  • Enterprise Bank & Trust seeks a VP of Private Banking to lead client acquisition, manage high-net-worth relationships, and coordinate...  ...deposit growth, mortgage and credit solutions, and collaborate with wealth management teams while upholding confidentiality and regulatory... 
    Senior

    Enterprise Bank & Trust

    Overland Park, KS
    2 days ago
  • $79.68k - $99.6k

     ...partners to close gaps in health, wealth, and opportunity so that...  ...professional to serve as a Program Officer (PO). The Program Officer...  ...Business, Finance, Real Estate, Planning, Community Development, Urban...  ...culture of individual and shared trust and accountability. Ability to... 
    Permanent employment
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Local area

    Local Initiatives Support Corporation

    Kansas City, MO
    2 days ago
  • A leading healthcare organization in Missouri is looking for a Sr. Philanthropy Officer to advance its philanthropic priorities, particularly focusing on securing major gifts. The role requires strong interpersonal and communication skills, with an emphasis on fundraising... 
    Senior

    BJC HealthCare

    Kansas City, MO
    2 days ago
  • Dalio Family Office is seeking a Senior Tax Manager - International to oversee sophisticated tax compliance for UAE and Singapore entities with...  ...for senior leadership. The role emphasizes cross-border tax planning, high-level organization, and leadership within a multi-... 
    Senior
    Work at office

    DFO Referrals

    Kansas City, MO
    5 days ago
  • Colgate-Palmolive is seeking a Senior Financial Analyst in Overland Park, Kansas to oversee end-to-end product costing for domestic manufacturing...  ...partners with CBS and E2E teams to ensure accurate financial planning, reporting, and governance. Travel to manufacturing sites is... 
    Senior

    Hill's Pet Nutrition

    Overland Park, KS
    2 days ago
  •  ...The Traffic & Technology - Senior Project Manager will be a team leader in the department,...  ...engineering, transportation planning, and ITS projects. Team...  ...Engineering Industry  With offices throughout the Midwest,...  ...loved ones. In turn, we trust these benefits and... 
    Senior
    Full time
    Flexible hours

    JEO Consulting Group

    Overland Park, KS
    a month ago
  • The Senior Technical Compliance Analyst is an integral team member of the QTS Security Risk & Compliance Team and reports to the Manager...  ...-functional stakeholders. Consultative Communication - Builds trusted relationships and effectively communicates with technical and... 
    Senior
    Full time

    Quality Technology Services

    Overland Park, KS
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Trust Officer & Wealth Planning Leader. Be the first to apply!