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Skills: Trust administration, Estate planning, Fiduciary law, Wealth transfer planning, Business development
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Americas Market Conduct Regulatory Relations Director (AVP)
Dallas, Texas, United States · On-site
$77k–$117k/yr
Senior$26B raised
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The Senior Trust Officer manages a book of fiduciary and investment management accounts for high-net-worth clients and multi-generational families. They are responsible for overseeing account administration, driving business development, and ensuring compliance with regulatory and legal requirements.
Requirements
Candidates must have a minimum of five years of trust administration and estate planning experience with technical expertise in fiduciary law. A bachelor's degree or equivalent business experience is required, and professional certifications such as CTFA, CFP, AEP, JD, or CPA are desired.
Full job description
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description: This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.
Responsibilities:
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Required Qualifications:
Minimum of five years of trust administration and estate planning experience
Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Demonstrates initiative and a proactive approach to problem solving
Creative though prudent approach to providing solutions within the bank’s risk/reward profile
Proven ability to confidently close sales and meet or exceed revenue targets
Has good people/partner communication skills and is a team player
Displays a high level of savvy and sophistication regarding high-net-worth clients’ concerns / issues
Ability to communicate and connect with high-net-worth clients
Desired Qualifications:
Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA
Bachelor’s Degree or equivalent business experience in High-Net-Worth Trust environment
Skills:
Business Development
Client Management
Customer and Client Focus
Risk Management
Wealth Planning
Client Experience Branding
Client Solutions Advisory
Decision Making
Presentation Skills
Process Management
Attention to Detail
Critical Thinking
Financial Analysis
Planning
Prospecting
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How many Legal jobs are open in Dallas, TX right now?
There are currently 685 open legal positions in Dallas, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Legal roles in Dallas, TX?
Companies currently hiring include Dallas County, Morgan Stanley, Goldman Sachs, University of Texas Southwestern Medical Center, Scotiabank, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Legal jobs in Dallas, TX?
Yes — 242 of the 685 open legal positions offer remote or hybrid work (63 remote, 179 hybrid).
How do I apply for Legal jobs in Dallas, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.