Senior Trust Officer – Wealth Management Leader
Listed on 2026-10-18
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Finance & Banking
Wealth Management, Financial Compliance, Banking & Finance
Kestra Financial, Inc. seeks a Trust Officer Senior to lead trust account administration and client service for beneficiaries and referring financial advisors.
You will report to the Regional Trust Manager and drive operations, policy development, and process improvements to support business goals. You will oversee daily account administration, including opening/closing accounts, monitoring investment goals, fee structures, and annual reviews, while ensuring compliance and timely responses to
As a Senior Trust Officer – Wealth Management Leader, you will play an important part at Kestra Financial, Inc. in Dallas, TX, United States.
Learn more about the Senior Trust Officer – Wealth Management Leader role in the description above.
We appreciate your interest in this position.
Join Kestra Financial, Inc. and contribute to our ongoing work.
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