Senior Trust Officer

Senior Trust Officer

Location: Dallas–Fort Worth, Texas; Fort Worth preferred

Opportunity Overview

A growing private wealth and trust organization is expanding its Texas presence and is seeking an experienced Senior Trust Officer to manage sophisticated fiduciary relationships.

The position will serve as a key administrative and relationship-management partner to a dedicated trust business development professional. Unlike many traditional bank trust positions, this opportunity is designed to allow the Trust Officer to concentrate primarily on administering and retaining client relationships rather than carrying a significant new-business production requirement.

What Makes This Opportunity Different

• Works with a dedicated business development partner focused on originating new trust relationships
• Ability to concentrate on fiduciary administration and existing clients
• Opportunity to help establish a growing Texas trust presence
• Partnership with wealth management and banking professionals
• Sophisticated trust and estate relationships
• Collaborative team structure
• Strong opportunity for professional growth
• Career paths potentially including senior fiduciary leadership, management or future advisory/business development responsibilities

Responsibilities

• Serve as the primary relationship manager for assigned trust relationships
• Administer accounts according to governing trust and estate documents
• Exercise sound fiduciary judgment
• Respond to beneficiary and client requests
• Coordinate periodic client and family meetings
• Partner with investment, wealth and banking professionals
• Work closely with the Trust Sales Officer as new relationships are transitioned to administration
• Ensure newly established relationships are onboarded effectively
• Maintain strong client retention and service standards
• Address complex fiduciary and family situations
• Identify additional client needs and appropriate internal resources

Ideal Candidate Profile

• Meaningful trust administration, fiduciary or estate planning experience
• Strong understanding of trusts, estates and governing documents
• Experience managing sophisticated client relationships
• Sound fiduciary judgment
• Strong communication and relationship-management skills
• High attention to detail
• Comfortable handling complex family and beneficiary situations
• Collaborative approach to working with sales, investment and wealth professionals
• Estate planning legal experience may also be relevant

Preferred Relationship Characteristics

Experience with relationships involving:

• High-net-worth families
• Multigenerational trusts
• Complex estate structures
• Business-owner wealth
• Concentrated or nontraditional assets
• Legacy and succession planning
• Sophisticated beneficiary and distribution considerations

Not a Fit If You

• Primarily want a sales or business development position
• Prefer prospecting over ongoing fiduciary administration
• Lack direct responsibility for trust relationships
• Are uncomfortable interpreting governing documents
• Prefer transactional processing over client relationship management
• Struggle with detailed fiduciary decision-making
• Prefer operating independently rather than as part of an integrated wealth team

Compensation

Compensation will be competitive and based on trust administration experience, technical expertise, relationship complexity and overall seniority.

The position is expected to include base salary plus annual incentive compensation. Final compensation will be determined based on the candidate's experience and market.