Accounting & Finance

Senior Private Wealth Team Leader

Trustmark

Ridgeland · Mississippi · United States

Trustmark Bank in Ridgeland, MS seeks a Senior Private Wealth Client Executive I or II to lead a team managing about 800 accounts within Private Wealth. The role emphasizes accurate administration, adherence to policies, and collaboration with operations and risk management.

The position requires extensive experience in wealth management, strong communication skills, and the ability to oversee complex transactions and onboarding. A CTFA, JD, or CPA is preferred.

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Reference: WJ-5408_6604472

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