Trust Compliance Manager

Tolleson Wealth Management • Dallas, TX

6d

About The Position

This role sits at the intersection of regulatory expertise, risk management, and trust fiduciary excellence. You'll partner closely with leadership to ensure our Trust Department operates with integrity, precision, and regulatory confidence - while helping modernize and strengthen our compliance framework. If you thrive in a highly regulated environment, enjoy partnering with business teams, and take pride in getting the details right, this role offers visibility, influence, and long-term stability.

Requirements

• Bachelor's degree required
• Minimum of six (6) years' experience in personal trust required with at least four (4) years' experience in trust compliance highly preferred
• Strong knowledge of the trust regulatory environment, including fiduciary regulations and regulatory exam management
• Experience supporting or leading regulatory exams, audits, and compliance testing
• Functional understanding of trust product areas including internal control structures
• Excellent analytical, organizational, and problem-solving skills
• Proficient using Microsoft Suite (Excel, PowerPoint, Word, Outlook)
• Superior attention to detail, excellent verbal and written communication skills
• Strong team player with demonstratable thoroughness and ability to work independently and collaborate across teams when needed
• Must consent to and have favorable consumer report and background check
• Ability to maintain extreme confidentiality

Nice To Haves

• CFIRS or CRCM certifications is a plus

Responsibilities

• Play a key role in administering and evolving the Trust Compliance Management Program, with focus on regulations governing fiduciary activities (including 12 CFR 9, 12 CFR 12, FIDC fiduciary exam guidance, and RC-T reporting)
• Partner with the Trust Regulatory Compliance Director to conduct ongoing monitoring, testing, reporting, and risk assessments—identifying gaps and strengthening controls before issues arise
• Help prevent, detect, and remediate regulatory risk through thoughtful analysis, clear documentation, and proactive recommendations
• Draft, review, and update policies and procedures to ensure alignment with regulatory requirements and current business practices
• Support and coordinate external trust audits and regulatory examinations , including interview preparation, document assembly, and detailed regulator responses
• Conduct regulatory research, monitor compliance publications, and stay current through industry webinars and conferences
• Assist in managing the compliance review cadence, ensuring reviews and self-tests align with identified risk profiles
• Coordinate Compliance Committee meetings, including agenda preparation, minutes, and follow‑up action tracking
• Serve as a trusted compliance resource to business partners across the firm
• Perform additional duties as assigned by management

What This Job Offers

• Job Type: Full-time
• Career Level: Manager