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Senior Trust Advisor - Institutional Wealth

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: BOK Financial Corporation
Full Time position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services company in Dallas seeks an experienced IW Senior Trust Associate for managing institutional wealth client accounts. This role involves addressing complex client needs, providing sound advice, and serving as a backup to the Relationship Manager. Candidates should have a Bachelor's degree combined with relevant experience in retirement or institutional trust services. A passion for client interaction and problem-solving is essential.

This position supports a collaborative team culture focused on integrity and effective communication.
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Position Requirements
10+ Years work experience
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