Top Finance Jobs in Austin, TX

Lead operational support for fiduciary professionals administering complex trust and estate relationships. Implement estate plans, manage client accounts and money movements, use Wells Fargo trust systems, identify fiduciary risk, support process improvements and infrastructure projects, and communicate with internal partners to deliver timely, compliant client service.

Administer fiduciary relationships by analyzing trust and estate documents, implementing estate plans, ensuring regulatory compliance, engaging clients and advisors, managing account maintenance and KYC, recommending process improvements, and serving as a subject-matter expert in fiduciary administration.

Administer fiduciary relationships and trust and estate documents, implement estate plans, ensure accounts comply with fiduciary principles and law, engage clients and advisors, manage KYC and account maintenance, identify process improvements, and serve as subject-matter expert on fiduciary administration.

Provide operational support for fiduciary professionals administering complex trust and estate relationships. Execute client requests, manage accounts and money movements, use trust systems, identify fiduciary risk, and support process improvements while ensuring compliance with policies and fiduciary principles.

Lead and manage commercial banking portfolio activities for clients with $100M–$2B revenue. Conduct complex credit investigations and underwriting, resolve medium-risk issues, lead projects and teams, mentor staff, ensure compliance, and collaborate across functions to support deal execution and risk mitigation.

Oversee daily branch operations, lead and coach staff, drive sales and customer service targets, ensure compliance with policies and regulations, manage budgets and local business development, and represent the bank within the district.

Serve as a strategic advisor to HNW/UHNW clients, delivering customized wealth planning, tax-efficient strategies, estate and wealth transfer, philanthropic and succession planning. Partner with Advisors to originate and convert $10MM+ relationships, coach advisors, present complex recommendations, and collaborate with internal/external partners while adhering to compliance, risk management, and FINRA screening requirements.

Lead and develop a Commercial Banking relationship management team for the San Antonio market. Drive business development, oversee credit structuring and risk discipline, influence cross-functional stakeholders, optimize resources, and represent the bank externally to deepen client relationships and acquire new business.

The Private Mortgage Banker will cultivate customer relationships, assist with account openings and credit applications, and meet SAFE registration requirements.

The Estate Trust Officer will advise high-net-worth clients on specialty asset investments, drive portfolio growth, and collaborate with various Wealth and Investment Management teams to create personalized wealth management solutions.