Relationship Development Officer

Dexian; Fort Worth (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Dexian is seeking a Relationship Development Officer in Fort Worth, TX to cultivate and strengthen referral networks that generate fiduciary business opportunities. You will serve as the primary contact for centers of influence and prospective clients, representing the firm at community and industry events.

This role emphasizes trust-based relationships, collaboration with Wealth Advisors and Trust Officers, and leading the RFP process when needed while upholding Dexian's standards of integrity

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Marketing, or related field, or equivalent experience.
• Proven success in developing professional referral networks.
• Strong knowledge of fiduciary services, trust administration, estate planning, and wealth management concepts.
• Excellent interpersonal, communication, and relationship-building skills.

Responsibilities

• Develop, maintain, and deepen relationships with Centers of Influence to generate fiduciary business opportunities.
• Act as a primary point of contact for referral partners and prospective fiduciary clients.
• Participate in community, professional, and industry events to increase market visibility and strengthen referral networks.
• Lead the RFP process when needed, collaborating with internal stakeholders to deliver high-quality proposals.

Skills

Relationship-building

Networking

Presentations

Prospecting

Education

Bachelor’s degree in Business, Finance, Accounting, Marketing, or related field

Job description

The Relationship Development Officer is responsible for cultivating and strengthening relationships with referral sources to generate fiduciary business opportunities. This role involves serving as a primary contact for referral partners and prospective clients, representing the organization at community and industry events, and supporting business development strategies with professionalism and integrity. The position emphasizes building trust-based relationships aligned with core values and contributing to the organization’s legacy of providing exceptional financial services.

Key Responsibilities:

• Develop, maintain, and deepen relationships with Centers of Influence, including attorneys, CPAs, financial professionals, and other referral sources, to generate fiduciary business opportunities.
• Act as a primary point of contact for referral partners and prospective fiduciary clients.
• Participate in community, professional, and industry events to increase market visibility and strengthen referral networks.
• Lead the RFP process when needed, collaborating with internal stakeholders to deliver high-quality proposals and support business growth.
• Collaborate with Trust Officers, Wealth Advisors, and other team members to identify and pursue growth opportunities.
• Facilitate introductions and referrals between prospective clients and Wealth Advisors as appropriate.
• Support fiduciary business development efforts, responding to time-sensitive referral situations.
• Educate referral sources and prospects on trust, estate, fiduciary, and wealth management solutions.
• Maintain professionalism and expertise in fiduciary services, trust administration, and wealth management offerings.
• Document and track referral activities and relationship development efforts.
• Serve as a strategic resource and advocate for Trust & Wealth services within the organization and community.
• Ensure actions are driven by integrity, caring, and excellence to achieve mutually beneficial outcomes.

Required Qualifications:

• Bachelor’s degree in Business, Finance, Accounting, Marketing, or a related field, or equivalent experience.
• Proven success in developing professional referral networks and Centers of Influence.
• Strong knowledge of fiduciary services, trust administration, estate planning, and wealth management concepts.
• Excellent interpersonal, communication, and relationship-building skills.
• Ability to work independently while effectively collaborating across multiple business units.
• Strong presentation and networking skills.

Preferred Qualifications:

• Experience in trust, fiduciary, private banking, wealth management, or estate planning environments.
• Professional certifications such as CTFA, CFP, CFA, JD, CPA, or similar credentials.
• Established network of professional referral sources within the market.

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.