Sr. Wealth Strategist

What you’d do

Manage fiduciary administration for assigned trust accounts, serving as liaison among beneficiaries, co-trustees, advisors, and internal teams. Make discretionary decisions, ensure compliance, and work with Private Bank partners to grow fiduciary business. Full time in Dallas, TX. Found on the employer's careers page on Oct 2, 2026. Apply through the link.

You’ll need

• 10+ years in trust company or financial institution fiduciary services
• Bachelor's in finance, accounting, real estate, or related field preferred
• Formal credit training program or equivalent experience
• Fiduciary administration and discretionary decision-making
• Knowledge of trust laws, regulations, and compliance