Westwood Holdings Group seeks an SVP, Senior Director Wealth Strategist & Fiduciary Services in Dallas to lead the fiduciary practice, shape policy, and deliver sophisticated wealth solutions for UHNW clients. The role collaborates with internal teams, external advisors, and regulators to ensure compliant, proactive planning and client service.
The position requires legal expertise, extensive estate planning experience, and strong leadership abilities to mentor staff and guide complex fiduciary
#J-18808-LjbffrSenior UHNW Wealth Strategist & Fiduciary Leader in northern at Unknown Company
This position is listed as full time and onsite.