Institutional Wealth Trust Strategist

Simmons Bank(26 days ago)

Dallas, TXOnsiteFull TimeManager$121,170 - $159,541 (estimated)Wealth Management

About this role

The Institutional Wealth Trust Strategist oversees administration of client trust and wealth accounts, ensuring they are managed in accordance with governing documents, laws, and company policies. The role collaborates with clients, their professional advisors, and portfolio managers, and includes leadership of trust administration staff and involvement in client development and community activities.

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Required Skills

Trust Administration
Client Relations
Portfolio Management
Compliance
Financial Reporting
Estate Administration
Communication
Problem Solving
Leadership
MS Excel

+2 more

Qualifications

BS/BA Degree
CPA
CFP
Law Degree (JD)
ABA Trust Certification

About Simmons Bank

simmonsbank.com

For more than 100 years, Simmons Bank has worked hard to help make our customers’ dreams come true - like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.

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