... service; and your satisfaction will come from the positive outcomes that you provide as a result of ... The Trust Market Manager position provides leadership of the Private Wealth Trust Team responsible ...
Posted today
... service; and your satisfaction will come from the positive outcomes that you provide as a result of ... The Trust Market Manager position provides leadership of the Private Wealth Trust Team responsible ...
Posted today
... service; and your satisfaction will come from the positive outcomes that you provide as a result of ... The Trust Market Manager position provides leadership of the Private Wealth Trust Team responsible ...
New
... service; and your satisfaction will come from the positive outcomes that you provide as a result of ... The Trust Market Manager position provides leadership of the Private Wealth Trust Team responsible ...
New
Trust Associate
Clayton, MO · On-site
$14.75 - $19.75/hr
Overview Central Trust Company provides world class "fee-only" wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free ...
Trust Associate
Clayton, MO · On-site
$14.75 - $19.75/hr
Overview Central Trust Company provides world class "fee-only" wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free ...
... service; and your satisfaction will come from the positive outcomes that you provide as a result of ... The Trust Market Manager position provides leadership of the Private Wealth Trust Team responsible ...
Posted today
... service; and your satisfaction will come from the positive outcomes that you provide as a result of ... The Trust Market Manager position provides leadership of the Private Wealth Trust Team responsible ...
Posted today
Trust Associate
Jefferson City, MO · On-site
$15 - $20/hr
Trust Associate Overview Central Trust Company provides world class "fee-only" wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning ...
Trust Associate
Jefferson City, MO · On-site
$15 - $20/hr
Trust Associate Overview Central Trust Company provides world class "fee-only" wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning ...
Wealth Advisor
Westerly, RI · On-site
$125K - $175K/yr
Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and ...
Wealth Advisor
Westerly, RI · On-site
$125K - $175K/yr
Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and ...
Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: Personal trust services. Estate services.
Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: Personal trust services. Estate services.
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Overland Park, KS · On-site
Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management ...
Trust Officer
Overland Park, KS · On-site
Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management ...
About This Job For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private ...
About This Job For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private ...
About This Job For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private ...
About This Job For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private ...
Trust Officer
Leawood, KS · On-site
Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management ...
Quick apply
Trust Officer
Leawood, KS · On-site
Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management ...
About This Job For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private ...
About This Job For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private ...
Trust Officer
Lexington, NC · On-site
... Trust and Wealth Management. CTFA designation is preferred. * Possesses a working knowledge of financial services industry trends, directions, major * issues, regulatory considerations and ...
Quick apply
Trust Officer
Lexington, NC · On-site
... Trust and Wealth Management. CTFA designation is preferred. * Possesses a working knowledge of financial services industry trends, directions, major * issues, regulatory considerations and ...
Trust Officer
Greensboro, NC · On-site
... Trust and Wealth Management. CTFA designation is preferred. * Possesses a working knowledge of financial services industry trends, directions, major * issues, regulatory considerations and ...
Trust Officer
Greensboro, NC · On-site
... Trust and Wealth Management. CTFA designation is preferred. * Possesses a working knowledge of financial services industry trends, directions, major * issues, regulatory considerations and ...
Trust Officer
Mooresville, NC · On-site
... Trust and Wealth Management. CTFA designation is preferred. * Possesses a working knowledge of financial services industry trends, directions, major * issues, regulatory considerations and ...
Trust Officer
Mooresville, NC · On-site
... Trust and Wealth Management. CTFA designation is preferred. * Possesses a working knowledge of financial services industry trends, directions, major * issues, regulatory considerations and ...
Trust Officer
Mooresville, NC · On-site
... Trust and Wealth Management. CTFA designation is preferred. * Possesses a working knowledge of financial services industry trends, directions, major * issues, regulatory considerations and ...
Quick apply
Trust Officer
Mooresville, NC · On-site
... Trust and Wealth Management. CTFA designation is preferred. * Possesses a working knowledge of financial services industry trends, directions, major * issues, regulatory considerations and ...
... Trust and Wealth Management. CTFA designation is preferred. * Possesses a working knowledge of financial services industry trends, directions, major * issues, regulatory considerations and ...
... Trust and Wealth Management. CTFA designation is preferred. * Possesses a working knowledge of financial services industry trends, directions, major * issues, regulatory considerations and ...
Trust Officer
Lexington, NC · On-site
... Trust and Wealth Management. CTFA designation is preferred. * Possesses a working knowledge of financial services industry trends, directions, major * issues, regulatory considerations and ...
Trust Officer
Lexington, NC · On-site
... Trust and Wealth Management. CTFA designation is preferred. * Possesses a working knowledge of financial services industry trends, directions, major * issues, regulatory considerations and ...
Trust Officer
Greenville, NC · On-site
... Trust and Wealth Management. CTFA designation is preferred. * Possesses a working knowledge of financial services industry trends, directions, major * issues, regulatory considerations and ...
Trust Officer
Greenville, NC · On-site
... Trust and Wealth Management. CTFA designation is preferred. * Possesses a working knowledge of financial services industry trends, directions, major * issues, regulatory considerations and ...
Trust Officer - Wealth
Milwaukee, WI · On-site
$80K - $100K/yr
Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide ... service professionals. * Monitors the completion of trust tax returns. * Complies with Trust ...
Trust Officer - Wealth
Milwaukee, WI · On-site
$80K - $100K/yr
Trust Officer - Wealth Responsible for the day-to-day management and administration for a wide ... service professionals. * Monitors the completion of trust tax returns. * Complies with Trust ...
Wealth Trust Services information
What are Wealth Trust Services?
Wealth Trust Services refer to a range of financial services that help individuals and families manage, preserve, and transfer their wealth through trusts and estate planning. These services typically include trust administration, estate planning, investment management, tax planning, and wealth transfer strategies. Professionals in this field work closely with clients to create customized solutions that align with their long-term financial goals, protect assets, and ensure a smooth transfer of wealth to beneficiaries. Wealth Trust Services are often provided by banks, trust companies, or specialized financial advisors.
What are some common challenges faced when working in Wealth Trust Services, and how can new team members overcome them?
Professionals in Wealth Trust Services often navigate complex regulatory requirements, diverse client needs, and intricate estate planning scenarios. New team members may find it challenging to keep up with evolving trust laws and balancing personalized service with organizational policies. Overcoming these challenges involves continuous learning, seeking mentorship from experienced colleagues, and participating in regular training sessions. Collaboration with legal, tax, and investment specialists is also key to providing comprehensive solutions and ensuring compliance.
What is the difference between Wealth Trust Services vs Wealth Management Advisor?
| Aspect | Wealth Trust Services | Wealth Management Advisor |
|---|---|---|
| Credentials | Trust certifications, CFP, or CFA often preferred | CFP, Series 7, Series 66 licenses |
| Work Environment | Trust companies, banks, or financial institutions | Financial advisory firms, banks, or independent practices |
| Employer & Industry | Trust departments, private banks, fiduciary firms | Financial planning firms, banks, independent advisors |
| Primary Focus | Managing trusts, estate planning, fiduciary duties | Investment advice, financial planning, wealth growth |
While both roles involve managing clients' assets, Wealth Trust Services primarily focus on fiduciary responsibilities, estate management, and trust administration. Wealth Management Advisors concentrate on personalized investment strategies and comprehensive financial planning. Understanding these differences helps clients choose the right professional for their financial needs.
What are the key skills and qualifications needed to thrive in Wealth Trust Services?
To thrive in Wealth Trust Services, you need a solid background in finance, estate planning, and trust administration, often supported by a relevant degree and certifications such as CFP or CTFA. Familiarity with trust accounting software, wealth management platforms, and compliance systems is typically required. Strong interpersonal skills, attention to detail, and discretion help build client trust and manage sensitive financial matters. These skills ensure accurate management of client assets, compliance with legal standards, and long-term client satisfaction.
More about Wealth Trust Services jobs
What cities are hiring for Wealth Trust Services jobs?
Cities with the most Wealth Trust Services job openings:
What states have the most Wealth Trust Services jobs?
States with the most job openings for Wealth Trust Services jobs include:
What job categories do people searching Wealth Trust Services jobs look for?
The top searched job categories for Wealth Trust Services jobs are:
Private Wealth Trust Market Manager - Colorado, Arizona and New Mexico
Phoenix, AZ • On-site
Full-time
Posted 14 hours ago
Posted today
Job description
Req ID: 78436
Location: Denver -DEN, Phoenix -PHOE, Scottsdale -SCOTT
Areas of Interest: Wealth Management
Pay Transparency Salary Range: 175,000 - 250,000
Application Deadline: 09/18/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
Bonus Type
Formula Based
Summary
A leadership career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.
You will provide value by being apprised of and anticipating the clients' needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business.
Job Description
The Trust Market Manager position provides leadership of the Private Wealth Trust Team responsible for clients in Colorado, Arizona and New Mexico.
Team Culture
Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.
We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.
How You'll Spend Your Time
- You will lead a team of a team of Private Wealth Trust Officers.
- You will attract, retain and develop your staff.
- You will actively participate in managing some of the portfolio's largest and most complex clients, ensuring excellent client satisfaction and maximizing growth opportunities.
- You will ensure effective business development and portfolio maintenance activities with your team. You'll assist them in negotiating new business proposals as well as analyzing and evaluating all aspects of administering a large trust book of clients.
- You will lead the team in achieving growth targets, including executing an effective business development process, conducting relationship review / pipeline meetings and coordinating client outreach and overall relationship management.
- You will provide oversight on complex account relationships and trust structures. Actively develop relationships with prospective clients and existing clients, promote the bank's services and introduce clients to BOK's overall offering, as appropriate.
- You will define annual department objectives; develop an operating plan, including budgets and manpower requirements, consistent with market goals and objectives.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business Administration or Finance and 8+ years of Private Wealth & Management, and/or Investment Management, and/or Commercial Banking & Management, and/or Trust Administration & Management, and/or Sales Management experience or 14+ years equivalent work experience.
- Extensive knowledge of investment management and asset allocation or commercial and consumer banking activities and use of complex credit facilities or accounting principles & practices, personal trust accounts, estate planning, taxation, and administrative procedures.
- Excellent written and verbal communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations; ability to communicate with senior level management, regulators, and executive officers.
- Leadership ability and team building skills.
- Demonstrated capacity to sell within the financial services industry with extensive negotiating skills.
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.