- Bank OZK (Dallas, TX)
- …overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, ... effective coaching, and ongoing talent development for regional fiduciary team. + Provides management and guidance through...and educates Bank partners to position the value of Trust and Wealth capabilities. + Develops and… more
- Truist (Dallas, TX)
- …CPA, CFA or CFP * 5 years of proven experience leading and managing multi- regional wealth teams * Completion or enrollment in professional level certification ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing...and general retail banking services) through the coordination of Wealth Advisors and partners such as Trust … more
- First Horizon Bank (Dallas, TX)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed ... state and federal laws and regulations related to Consumer, Trust , and Commercial Compliance to be leveraged as part...communicate issues and root causes effectively to the CT Director and the business unit. + Responsible for consistent… more