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© All Rights Reserved. ApplyBlast.com
Oakworth Capital Bank
The Trust Advisor serves as the primary advisor for trust and estate clients, overseeing the administration of trust accounts in accordance with governing documents and fiduciary standards. This role focuses on client service, fiduciary execution, and expanding relationships while partnering with internal teams to support overall wealth strategies. The position requires maintaining strong client relationships, ensuring accurate account administration, and providing expert guidance on fiduciary services.
We are reimagining how financial services are delivered by renewing the age-old art of personal service combined with the benefits of modern technology.
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 Oakworth Capital Bank.
Oakworth Capital Bank didn’t post a salary, so this is our estimate from similar listings.