Senior Trust Office Leader Fiduciary & Team Growth
kestra financialDallas, TX
Senior Trust Office Leader Fiduciary & Team Growth
kestra financialDallas, TXManager L7
Financial ManagersFirst-Line Supervisors of Office and Administrative Support WorkersTreasurers and Controllers
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
APPLY NOW (opens in a new tab)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.
Matching similar jobs
Level
Manager L7
Location
Dallas, TX
Occupation
Financial Managers
Industry
Trust, Fiduciary, and Custody Activities
Posted
2 days ago