Trust Services Manager

4 weeks ago


Houston, Texas, United States BankTalent HQ Full time

BankTalent HQ is a leading financial institution recognized for its commitment to excellence and community engagement. We pride ourselves on being a top employer, offering our employees a supportive environment where they can thrive and contribute to our success.

We are currently in search of a Fiduciary Services Manager to enhance our team. This role will focus on the development of new business opportunities and the promotion of our trust-related products and services.

The Fiduciary Services Manager will be responsible for:

  • Administering intricate personal trust and estate accounts.
  • Collaborating closely with Portfolio Managers, Specialty Asset Managers, and Wealth Advisors.
  • Delivering presentations to both internal teams and potential clients.
  • Supporting sales and marketing initiatives.
  • Participating in special committees and projects as needed.
  • Monitoring and evaluating the effects 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 fulfill the requirements.
  • Advanced knowledge as a specialist in trusts and estates is essential.
  • Ability to exercise judgment within broadly defined policies and practices.
  • Work is conducted with minimal supervision.
  • Significant latitude in determining objectives for assignments.
  • Representing the company through client interactions and often taking on project leadership roles.
  • Engaging with management and senior client personnel on matters requiring cross-organizational coordination.

At BankTalent HQ, we believe in recognizing and rewarding our employees for their contributions. Join us and explore the possibilities that await you.


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