Fiduciary Services Manager, Houston

1 week ago

Houston, United States Zions Bancorporation Full time

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

We are currently seeking a Fiduciary Services Manager to join our team. The position will be located in Houston, TX.

A Fiduciary Services Manager develops new business and promotes trust products and services. A successful candidate will: administer large and complex personal trust and estate accounts; work closely with Portfolio Managers, Specialty Asset Managers, and Wealth Advisors; make presentations both in-house and to prospective clients; assist with sales and marketing initiatives; serve on special committees and project as required; and monitor and assess the impact of changes in fiduciary, legal accounting and investment regulations.

Requirements:

  • Requires a bachelors' degree, JD or CTFA preferred
  • 6-8+ years' experience with trusts, estates, or other directly related experience.
  • A combination of education and experience may meet requirements.
  • Employs advanced knowledge as a specialist of trusts and estates.
  • Uses judgement within broadly defined policies and practices.
  • Work is accomplished without considerable direction.
  • Exerts significant latitude in determining objectives of assignments.
  • Represents the company through client contact and often performs project leadership role work.
  • Interacts with management and senior client personnel on matters requiring coordination across organizational lines.

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