Senior Trust Officer — Drive Wealth & Estate Solutions

Kestra PWS; Milwaukee (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

401(k)

Health insurance

Professional development opportunities

Collaborative work environment

Job summary

Kestra PWS is seeking candidates for a key operational role focused on personal trust services. The position requires establishing operational goals, developing policies, and participating in new business opportunities. Ideal candidates will have experience in private banking or wealth management, and be effective leaders who can mentor junior staff.

Employees can expect competitive pay and benefits, including health insurance and a 401(k) plan, in a collaborative environment that prioritizes professional excellence. Opportunities for training and long-term growth are available.

Qualifications

• Strong teamwork and leadership skills required.
• Must be organized and able to prioritize effectively.
• Experience in supervisory roles or mentoring junior staff is essential.
• A background in private banking or wealth management is preferred.
• Familiarity with specialized assets is an advantage.

Responsibilities

• Establish operational goals and work plans.
• Develop policies impacting client operations.
• Participate in discovery of new business opportunities.
• Implement strategic policies and ensure budget adherence.
• Perform account administration functions efficiently.

Skills

Teamwork and leadership orientation

Prioritization and organization

Experience supervising or mentoring junior trust officers

Background within private banking, wealth management, or estate settlement teams

Experience with specialized assets

Job description

Kestra PWS is seeking candidates for a key operational role focused on personal trust services. The position requires establishing operational goals, developing policies, and participating in new business opportunities. Ideal candidates will have experience in private banking or wealth management, and be effective leaders who can mentor junior staff.

Employees can expect competitive pay and benefits, including health insurance and a 401(k) plan, in a collaborative environment that prioritizes professional excellence. Opportunities for training and long-term growth are available.