Executive Trust Portfolio Manager

7 days ago


Houston, Texas, United States Frost (CullenFrost Bankers) Full time
About Us:
Frost (Cullen/Frost Bankers) is a leading banking institution with over 150 years of experience in providing exceptional services to businesses and individuals throughout Texas. Our commitment to fostering an environment that reflects our values has earned us a reputation for excellence.

Salary Information:
The estimated annual salary for this role is $75,000 - $90,000, depending on qualifications and experience.

Job Description:
This is a key position within our Private Wealth Services team, responsible for administering complex fiduciary accounts while maintaining the highest level of integrity, caring, and excellence. Key responsibilities include:
  • Reviewing and administering portfolios of trust accounts in accordance with governing documents
  • Managing customer relationships by fully understanding their needs and delivering an excellent experience
  • Profiling clients and establishing goals, objectives, and risk parameters
  • Ensuring compliance with all laws, regulations, and internal policies

Requirements:
To be successful in this role, you will need a Bachelor's degree in a related field and 3+ years of trust administration experience, or a Juris Doctorate (JD) from an accredited law school. You must also have demonstrated ability to administer complex fiduciary accounts, excellent written and verbal communication skills, and proficiency in Microsoft applications. A CTFA, CFP, or similar professional designation is highly preferred.

Benefits:
We offer a comprehensive benefits package, including medical, dental, vision, long-term disability, and life insurance. We also provide 401(k) matching, a generous holiday and paid time off schedule, tuition reimbursement, and extensive health and wellness programs, including our Employee Assistance Program.

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