Trust Operations Lead – Client Impact
Listed on 2026-10-07
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Finance & Banking
Financial Compliance, Wealth Management, Risk Manager/Analyst, Banking & Finance
Kestra Financial is seeking a Trust Officer to oversee account administration, ensuring client satisfaction of trust beneficiaries and referring advisors in support of Trust business objectives. Must have solid knowledge of the field and strong leadership skills.
Responsibilities include establishing objectives, policies, budgets, coordinating with advisors, and managing account openings/closings. The role requires adapting to changes and ensuring compliance across trust operations.
Are you ready to take on the Trust Operations Lead – Client Impact role at Kestra Financial?
Our organisation is growing, and we are hiring a Trust Operations Lead – Client Impact in Wilmington, DE, United States.
This opportunity is for the Trust Operations Lead – Client Impact role at Kestra Financial.
We are seeking a motivated Trust Operations Lead – Client Impact to join Kestra Financial in Wilmington, DE, United States.
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