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© All Rights Reserved. ApplyBlast.com
8a7883d0676d10a101678af3cfa7307d
The TRB Trust & Wealth Management Senior Advisor will serve as the primary point of contact for wealth management clients in the San Antonio and Texas Hill Country region, focusing on designing, implementing, and monitoring long-term investment portfolios. This role involves partnering with bankers and client service teams to build relationships, manage discretionary portfolios, and provide analytical research support. The position requires a proactive professional with extensive experience in asset management to drive business development and ensure exceptional client outcomes.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for 8a7883d0676d10a101678af3cfa7307d.
8a7883d0676d10a101678af3cfa7307d didn’t post a salary, so this is our estimate from similar listings.
6% below the average for this role