Fiduciary Services Manager - Houston

Zions Bancorp.; Little Rock (AR); On-site; USD 110,000 - 170,000; Full time

Job summary

Zions Bancorporation in Houston, TX seeks a Fiduciary Services Manager to oversee large personal trust and estate accounts and coordinate with Portfolio Managers, Asset Managers, and Wealth Advisors. The role requires a Bachelor’s degree, 6–8+ years in trusts/estates, JD or CTFA preferred, and the ability to lead projects, advise on regulatory matters, and represent the firm with clients.

The position offers opportunities to drive client strategy, collaborate across teams, and contribute to

Qualifications

• Bachelor’s degree; JD or CTFA preferred.
• 6–8+ years of experience with trusts, estates, or related experience (a combination of education and experience may meet requirements).
• Advanced knowledge as a specialist of trusts and estates.
• Uses judgement within broadly defined policies and practices.
• Work is accomplished without considerable direction.
• Exerts significant latitude in determining objectives of assignments.
• Represents the company through client contact and often performs project leadership role work.
• Interacts with management and senior client personnel on matters requiring coordination across organizational lines.

Responsibilities

• Administer large and complex personal trust and estate accounts.
• Work closely with Portfolio Managers, Specialty Asset Managers, and Wealth Advisors.
• Make presentations both in-house and to prospective clients.
• Assist with sales and marketing initiatives.
• Serve on special committees and projects as required.
• Monitor and assess the impact of changes in fiduciary, legal, accounting, and investment regulations.

Skills

Trusts & Estates

Client Relationship Management

Leadership

Regulatory Knowledge

Education

Bachelor’s degree

JD or CTFA preferred

Job description

About Zions Bancorporation

Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high‑growth western markets.

Position Overview

Fiduciary Services Manager – Houston, TX

Responsibilities

• Administer large and complex personal trust and estate accounts.
• Work closely with Portfolio Managers, Specialty Asset Managers, and Wealth Advisors.
• Make presentations both in-house and to prospective clients.
• Assist with sales and marketing initiatives.
• Serve on special committees and projects as required.
• Monitor and assess the impact of changes in fiduciary, legal, accounting, and investment regulations.

Qualifications

• Bachelor’s degree; JD or CTFA preferred.
• 6–8+ years of experience with trusts, estates, or related experience (a combination of education and experience may meet requirements).
• Advanced knowledge as a specialist of trusts and estates.
• Uses judgement within broadly defined policies and practices.
• Work is accomplished without considerable direction.
• Exerts significant latitude in determining objectives of assignments.
• Represents the company through client contact and often performs project leadership role work.
• Interacts with management and senior client personnel on matters requiring coordination across organizational lines.