• Senior Trust Officer - Senior…

    Wells Fargo (Austin, TX)
    …**About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal Market Service Team in Trust ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
    Wells Fargo (10/18/25)
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  • Senior Fiduciary Coordinator…

    Wells Fargo (Austin, TX)
    …It all begins with you. **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
    Wells Fargo (10/18/25)
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  • Senior Lead Fiduciary Specialist

    Wells Fargo (Dallas, TX)
    …and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...(IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells… more
    Wells Fargo (10/30/25)
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  • Dallas Internal Audit & Financial Advisory…

    Robert Half (Dallas, TX)
    …the Following? Demonstrated experience with : + Conducting risk-based audits of trust accounts, fiduciary activities, and internal controls to ensure compliance ... be a mentor, trainer, and coach to Consultants and Senior Consultants as you facilitate the successful completion of...the adequacy and effectiveness of internal controls related to trust operations and fiduciary risk management. +… more
    Robert Half (10/10/25)
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  • Associate Trust Officer

    Raymond James Financial, Inc. (Houston, TX)
    …and skills obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of ... Raymond James Trust (RJT) as a fiduciary or custodian in...In some cases may be assigned to a more senior officer as an Associate Trust Officer/ Trust… more
    Raymond James Financial, Inc. (08/28/25)
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  • Compliance Program Manager Senior…

    PNC (Houston, TX)
    …Bank. * Program includes following areas of expertise: - Administration of personal fiduciary accounts (trusts, estates, investment management, IRAs, etc.) - ... to the company's success. As a Compliance Program Manager Senior within PNC's Enterprise Compliance - AMG organization, you...Knowledge of 12 CFR 9, state trust and fiduciary laws, uniform … more
    PNC (10/21/25)
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  • Tax Senior - Private Wealth

    Deloitte (Fort Worth, TX)
    …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy,… more
    Deloitte (10/25/25)
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  • Insurance Broker - Financial Services Group

    AON (Houston, TX)
    …sectors. This individual should have proven peer market relationships and emerging senior market relationships. This opportunity is a hybrid role with the ... the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and… more
    AON (10/24/25)
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  • Unique Asset Administrator II

    UMB Bank (Austin, TX)
    …managers, and other service providers. + You will help identify value-added services that Personal Trust and Custody can provide. + You will ensure timely ... will manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank policies and procedures. + You will work collaboratively… more
    UMB Bank (10/10/25)
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  • Wealth Advisor III - Houston

    Truist (Austin, TX)
    …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more
    Truist (09/02/25)
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