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Senior Wealth & Fiduciary Strategist
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-09-05
Listing for:
Texas Capital Bank
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Texas Capital Bank seeks a seasoned Trust Relationship Manager to oversee fiduciary administration for assigned accounts in Dallas. You will act as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, and legal teams, exercising judgement to manage risk and compliance.
Collaborate with Trust RMs, Fiduciary Management, and Legal to advance the bank's fiduciary services, participate in Administrative Committee meetings, and develop new opportunities while maintaining
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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