Senior Trust Office Leader Fiduciary & Team Growth
kestra financialDallas, TX
Senior Trust Office Leader Fiduciary & Team Growth
kestra financialDallas, TX
2 days ago
Occupations
Financial ManagersFirst-Line Supervisors of Office and Administrative Support WorkersTreasurers and ControllersIndustries
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment AdviceAbout 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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