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Strategic Trust Operations Lead

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Arden Trust Company
Full Time position
Listed on 2026-08-13
Job specializations:
  • Finance & Banking
    Financial Compliance, Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 150000 USD Yearly USD 90000.00 150000.00 YEAR
Job Description & How to Apply Below

Arden Trust Company, part of Kestra Holdings, seeks a Trust Officer Senior to oversee account administration, client satisfaction of beneficiaries and referring financial advisors, and to lead a team. You will ensure compliance with internal procedures for opening/closing accounts, fee collection, and annual reviews.

The role requires leadership, trust operations expertise, and experience in private banking or wealth management.

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