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About the role

Kestra Financial, Inc. in Dallas, TX seeks an experienced senior leader to manage a personal trust office and oversee account administration for a small book of business, ensuring client satisfaction across trust and financial advisory services. The role requires strong staff leadership, HR management, policy implementation, and collaboration with senior management on procedures; JD preferred but not required, CTFA a plus; Bachelor's degree and 7+ years of experience are expected.

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JOB OVERVIEW

Experience level

Manager

Location

Dallas, TX

Occupation

Financial Managers

Industry

Trust, Fiduciary, and Custody Activities

Posted

2 days ago

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