Director of Trust Strategy & Client Integration

First United Bank; Dallas (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Opportunities for growth

Supportive team environment

Job summary

First United Bank is seeking a Director of Trust Strategy & Client Integration to lead business development for trust services in Texas and Oklahoma. This role will build a referral network, partner with financial advisors, and develop the Trust platform’s growth strategy.

The ideal candidate should possess a Bachelor's degree and have over 10 years of experience in trust and estate planning, along with a network of estate planning attorneys. Join a team committed to developing a premier fiduciary service platform.

Qualifications

• 10+ years in trust, estate planning, or wealth management.
• Demonstrated success in trust business development.
• Established network in Texas and Oklahoma markets.

Responsibilities

• Develop referral relationships with estate planning professionals.
• Partner with private client advisors to convert trust opportunities.
• Execute growth strategy for the Trust platform.

Skills

Trust business development

Relationship management

Estate planning knowledge

Network of attorneys/CPAs

Education

Bachelor’s degree

Tools

Trust structures

Estate planning concepts

Job description

## Director of Trust Strategy & Client IntegrationApplylocations: Plano-Parkwood: Dallas, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: R 06695## **Join Our Team!**We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.## The Position### **Job Title**Director of Trust Strategy & Client Integration### **Job Description**First United Bank has the fiduciary infrastructure, the institutional backing, and the integrated wealth platform to become a premier provider of trust and fiduciary services in the Texas and Oklahoma market. What we need now is the person who helps grow it.This is a market-facing, relationship-driven, business development leadership position for a trust professional who is genuinely energized by building — not maintaining. The right candidate will become one of the most visible and influential trust professionals in this region.This role carries significant influence over the strategic direction of the Trust platform — and the latitude to help shape what it becomes.**MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)****Build the Referral Network*** Develop and sustain referral relationships with estate planning attorneys, tax attorneys, CPAs, family offices, and centers of influence across Dallas/Plano and the broader TX/OK footprint* Build RIA and institutional partnerships — positioning First United as a trusted fiduciary partner, not a competitor* Represent Trust Services at estate planning councils, bar association events, and professional associations**Integrate Trust Into the Delos Wealth Experience*** Partner with Delos Private Client Group advisors and financial planners to identify and convert trust opportunities within the existing client base* Train and educate advisors on trust capabilities and opportunity identification* Serve as the Trust resource in high-value client and prospect meetings**Own the Growth Strategy*** Develop and execute the Trust platform’s growth strategy across internal and external channels* Track and manage a new business pipeline with consistent follow-through* Identify opportunities in institutional trustee services, directed trusts, and special needs trust administration**ADDITIONAL DUTIES AND RESPONSIBILITIES*** Dresses professionally.* Recommends to supervisor possible methods to improve department.* Completes all required compliance exams on a yearly basis.* Adherence to all First United Policies and Procedures.* Performs other related duties as required and assigned.**EMPLOYEE SPECIFICATIONS**To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions**Education and Work Experience*** Bachelor’s degree required* 10+ years in trust, estate planning, or wealth management* Demonstrated success in trust business development or relationship management* Established network of estate planning attorneys and/or CPAs in the Texas and Oklahoma markets* Deep working knowledge of trust structures, estate planning concepts, and fiduciary principles* A track record of generating new trust business and referral relationships**Strongly Preferred:*** J.D. with estate planning focus* CTFA, CFP, or equivalent* Series 65 (or willingness to obtain)* Prior bank trust department or trust company experience**This Role Is Right For You If...*** You are energized by prospecting and business development* You are comfortable calling on attorneys and CPAs and asking for business* You think of yourself as a builder, not a maintainer* You want your income to reflect what you produce* You want a platform and the freedom to go develop it**This role is not the right fit if** your strength is trust administration, you prefer managing existing relationships to building new ones, or you’ve never carried a pipeline or been measured on new business.**Why First United Bank:*** A financially strong, independent community bank with deep Texas and Oklahoma roots* A Trust platform with fiduciary infrastructure, regulatory standing, and operational capability ready to scale* An integrated Wealth & Asset Management division — Delos Private Client Group, SLW Investments, and Financial Planning — serving HNW clients across the region* Executive leadership committed to Trust growth with the resources to compete* A Dallas/Plano market that is genuinely underserved by relationship-driven corporate trustees relative to the wealth that exists here* **The opportunity to be one of the key architects in building something meaningful from the ground up — not simply joining it after it has already been built**NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.