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Senior Trust Office Leader Fiduciary & Team Growth

L7

kestra financialDallas, TXyesterday
Kestra Financial, Inc. in Dallas, TX seeks an experienced senior leader to manage a personal trust office and oversee account administration for a small book of business, ensuring client satisfaction across trust and financial advisory services. The role requires strong staff leadership, HR management, policy implementation, and collaboration with senior management on procedures; JD preferred but not required, CTFA a plus; Bachelor's degree and 7+ years of experience are expected.
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Level

ManagerL7

Location

Dallas, TX

Occupation

Financial Managers

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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