Senior Trust Officer Drive Wealth & Estate Solutions

Posted yesterday

kestra pwsSouth Milwaukee (WI)

Personal Financial Advisors Trust, Fiduciary, and Custody Activities

SENIORITY

Senior

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About the role

Kestra PWS is seeking candidates for a key operational role focused on personal trust services. The position requires establishing operational goals, developing policies, and participating in new business opportunities. Ideal candidates will have experience in private banking or wealth management, and be effective leaders who can mentor junior staff. Employees can expect competitive pay and benefits, including health insurance and a 401(k) plan, in a collaborative environment that prioritizes professional excellence. Opportunities for training and long-term growth are available.

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.