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Job description
Westwood Wealth seeks an SVP, Senior Director Wealth Strategist & Fiduciary Services to lead the fiduciary practice for UHNW families, designing sophisticated wealth solutions and guiding governance. This role chairs committees and advises on trust matters across client teams and external advisors.
The ideal candidate brings a JD, 10+ years in estate planning, and a proactive approach to complex planning, litigation support, and regulatory compliance within a high-touch wealth environment.
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.