Senior Trust & Wealth Operations Leader

Kestra Financial, Inc.; Scottsdale (AZ); Hybrid; USD 95,000 - 130,000; Full time

Job summary

Kestra Financial, Inc. is seeking a Trust Officer Senior to lead operations and ensure client satisfaction for beneficiaries and referring advisors in a private banking context.

You will establish goals, develop policies, manage budgets, and oversee account administration, audits, and regulatory inquiries, collaborating with advisors and partners to optimize estate and wealth management services.

Qualifications

• Experience supervising or mentoring junior trust officers.
• Background within private banking, wealth management, or estate settlement teams.
• Experience with specialized assets.

Responsibilities

• Establish operational goals and delegate assignments to your team.
• Develop policies affecting client operations and broader team impact.
• Analyze situations or data with alignment to enterprise goals.
• Collaborate with financial advisors, business development, and document reviews.
• Implement strategic policies to achieve results.
• Manage budgets, schedules, and performance requirements.
• Navigate sensitive situations to gain acceptance without hurting relationships.
• Handle account administration tasks (opening/closing, monitoring goals, fees, reviews).
• Respond to inquiries from management, auditors, and bank examiners with solutions.
• Support trust administrator familiarity with accounts and procedures.
• Work with professional partners and colleagues.
• Master trust systems to ensure smooth opening and management of accounts.
• Take on other related tasks as assigned.

Skills

Team leadership

Prioritization

Organization

Mentoring junior trust officers

Private banking

Wealth management

Estate settlement

Specialized assets

Tools

Trust account systems

Job description

Kestra Financial, Inc. is seeking a Trust Officer Senior to lead operations and ensure client satisfaction for beneficiaries and referring advisors in a private banking context.

You will establish goals, develop policies, manage budgets, and oversee account administration, audits, and regulatory inquiries, collaborating with advisors and partners to optimize estate and wealth management services.