Director, Trust Growth & 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

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.