Senior Trust Officer – Wealth Management Leader

Kestra Financial, Inc.; Dallas (TX); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Kestra Financial, Inc. seeks a Trust Officer Senior to lead trust account administration and client service for beneficiaries and referring financial advisors.

You will report to the Regional Trust Manager and drive operations, policy development, and process improvements to support business goals. You will oversee daily account administration, including opening/closing accounts, monitoring investment goals, fee structures, and annual reviews, while ensuring compliance and timely responses to

Qualifications

• Experience supervising or mentoring junior trust officers.
• Background within private banking, wealth management, or estate settlement teams.
• Experience with specialized assets.
• Strong teamwork and organizational skills.
• Ability to manage client relationships and coordinate advisory work.

Responsibilities

• Establish operational goals and work plans for your team.
• Develop policies impacting client operations and broader teams.
• Analyze data and issues aligned with enterprise goals.
• Identify new business opportunities and coordinate reviews with advisors.
• Implement strategic policies to achieve defined results.
• Manage budgets, schedules, and performance requirements.
• Ensure efficient and compliant account administration processes.
• Respond to inquiries from management, auditors, and examiners.
• Collaborate with partners and colleagues across the organization.

Skills

Team leadership

Prioritization

Mentoring

Private banking

Specialized assets

Job description

Lead with Purpose. Partner with Impact.

As the Trust Officer Senior, you will report to the Regional Trust Manager. You will oversee account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors to support our goals.

What You’ll Do:

• Establish our operational goals and work plans, and delegate's assignments to your team.
• Involved in developing our policies that affect immediate client operations and may have a broader impact to your team or division.
• Work on issues where analysis of situations or data requires an in-depth knowledge of organizational goals of the enterprise.
• Participate in our preliminary discovery of new business opportunities; perform administrative reviews; work with Financial Advisors; coordinate with business development and document review to determine appropriateness of the business.
• Implement strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
• Establish and assure adherence to budgets, schedules, work plans and performance requirements.
• Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.
• Perform account administration functions according to internal procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment goals, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation.
• Respond on time to management, auditors, and bank examiners' inquiries as requested; accept responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
• Help develop trust administrator to confirm familiarity with accounts and procedures.
• Work with all professional partners and co-workers.
• Masters all systems involved with Trust account administration to ensure the proper flow of opening, managing the business.
• Other related tasks assigned.

What You Bring:

• 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