AVP, Senior Trustee Consultant — Trustee Solutions Leader
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-08-31
Listing for:
Talanto
Full Time
position Listed on 2026-08-31
Job specializations:
-
Business
Regulatory Compliance Specialist, Financial Advisor / Consultant
Job Description & How to Apply Below
The Private Trust Company, a wholly owned subsidiary of LPL, seeks an AVP, Senior Trustee Consultant to advance trustee services for High Net Worth clients and support advisor inquiries through the acceptance and onboarding process.
You will lead trustee case consultations, manage client relationships, and drive projects to grow the advisor network while representing PTC in development efforts with LPL teams.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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