Senior Private Wealth Team Lead & Client Accounts

Job description

Trustmark National Bank seeks a Senior Private Wealth Client Executive I/II to manage a team responsible for administering a portfolio of approximately 800 client accounts. The role involves cross-training, leadership, and ensuring accurate, policy-compliant account management.

Responsibilities include overseeing daily fund transactions, coordinating with Tailored Wealth Firm Operations, risk management collaboration, and active participation in committees.

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Who can apply

Review the original listing for work authorization, qualifications and employer requirements.