Estate Planning Manager

2 weeks ago


Houston, Texas, United States Amegy Bank of Texas Full time


Amegy Bank of Texas is a leading financial institution known for its commitment to providing exceptional banking services tailored to the needs of our clients. We pride ourselves on fostering a workplace culture that values our employees and recognizes their contributions to our success.

Our dedication to community engagement and strong client relationships is at the core of our operations. We strive to create fulfilling opportunities for talented individuals within our organization, ensuring that our team members are rewarded for their hard work and dedication.

With a comprehensive benefits package that includes health coverage from day one, generous holiday leave, profit-sharing options, and a company-matched retirement plan, Amegy Bank is committed to being an employer of choice.

We are currently seeking a Fiduciary Services Manager to enhance our team. This role involves developing new business opportunities and promoting our trust products and services.


Key Responsibilities:

- Manage large and intricate personal trust and estate accounts.
- Collaborate closely with Portfolio Managers, Specialty Asset Managers, and Wealth Advisors.
- Deliver presentations both internally and to potential clients.
- Support sales and marketing initiatives.
- Participate in special committees and projects as needed.
- Monitor and evaluate the impact of changes in fiduciary, legal, accounting, and investment regulations.


Qualifications:

- A bachelor's degree is required; a JD or CTFA designation is preferred.
- 6-8+ years of experience in trusts, estates, or related fields.
- A combination of education and experience may be considered.
- Advanced knowledge as a specialist in trusts and estates.
- Ability to exercise judgment within broadly defined policies and practices.
- Work independently with minimal supervision.
- Significant latitude in determining objectives for assignments.
- Represent the organization through client interactions and often take on project leadership roles.
- Engage with management and senior client personnel on matters requiring cross-organizational coordination.

This position will remain open until filled. Amegy Bank of Texas is an equal opportunity employer and welcomes applicants from all backgrounds, including those with criminal histories, in accordance with applicable laws.

We are committed to providing equal employment opportunities and ensuring a workplace free from discrimination based on race, color, religion, age, sex, pregnancy, gender, disability, national origin, or any other characteristic protected by law.

For individuals with disabilities or disabled veterans, reasonable accommodations are available upon request to assist with the application process.



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