Executive Leader, Trust & Estate Fiduciary Services

Texas Regional Bank; Houston (TX); Sur place; USD 180 000 - 300 000; Plein temps

Résumé du poste

Texas Regional Bank seeks a Chief Fiduciary Officer for its Trust and Wealth Management division. This senior leader will oversee fiduciary trusts and estates, guide a statewide team, and ensure prudent decisions and compliance across the division.

The role requires a J.D. or CTFA, at least 8 years in related fields, and strong analytical, writing, and client service abilities. Travel is required and presence at the bank is necessary.

Qualifications

• J.D. or CTFA required with fiduciary expertise.
• Minimum 8 years in financial services, trusts, or estate planning.
• Strong writing, communication and client service skills.

Responsabilités

• Lead and develop a statewide trust and fiduciary team.
• Set policies for prudent fiduciary decisions and risk management.
• Collaborate with executive team on growth and operations.
• Oversee audits, vendor selection, and industry commentary.
• Ensure compliance with regulations and bank policies.

Connaissances

Excellent writing

Interpersonal skills

Client service

Team player

Communication skills

Formation

J.D. or CTFA

Outils

Microsoft Office

Description du poste

Texas Regional Bank seeks a Chief Fiduciary Officer for its Trust and Wealth Management division. This senior leader will oversee fiduciary trusts and estates, guide a statewide team, and ensure prudent decisions and compliance across the division.

The role requires a J.D. or CTFA, at least 8 years in related fields, and strong analytical, writing, and client service abilities. Travel is required and presence at the bank is necessary.