Senior Trust Office Leader — Fiduciary & Team Growth

Kestra Financial, Inc.; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

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.

Qualifications

• Bachelor’s degree in Business Administration or related discipline.
• 7+ years of experience in fiduciary or financial services.
• JD preferred but not required.
• CTFA designation will be beneficial.

Responsibilities

• Develops, leads, manages and motivates staff.
• Oversees facility management, supplies, and contracts.
• Creates an environment oriented to trust, open communication, creative thinking and cohesive team effort.
• Manages Human Resources processes for reviews, new hires, terminations, etc.
• Assists staff with continuing professional development.
• Collaborates with senior management on policies and procedures.
• Participates in discovery of new business opportunities; coordinates with business development and document review.
• Performs account administration functions according to internal policies and procedures.
• Responds to inquiries from management, auditors, and bank examiners.

Skills

Leadership

Staff management

Communication

Interpersonal skills

Organizational skills

Teamwork

Education

Bachelor’s degree in Business Administration

Job description

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.