Simmons Bank

Institutional Wealth Trust Strategist

Simmons Bank

2 months ago
Dallas, TX
Onsite
Full Time
Manager
0 applicants
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Simmons Bank
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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.

Skills

Qualifications

BS/BA DegreeCPACFPLaw Degree (JD)ABA Trust Certification
Simmons Bank

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.

About Simmons Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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