- 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
- Bank of America (Dallas, TX)
- …Business Segment Supervision Executive (BSSE), with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWSM's ... Merrill Private Wealth Supervision Manager Dallas, Texas **Job Description:** Merrill...on managing risk in client outcomes, partnering with the Regional Managing Director and coaching the Advisor.… more
- TIAA (Frisco, TX)
- Regional Director The Senior Director , Portfolio Management, is responsible for managing a team of approximately 17-20 Portfolio Managers and support ... Wealth Management. Partners with the Managing Director ...portfolios, while meeting compliance standards + Ensure adherence to Trust Company policies and procedures as mandated by the… more