Relationship Development Officer - Trust and Wealth

Frost Bank; Austin (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision

Long-term disability

Life insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness programs

Referral bonus

Job summary

Frost Bank is seeking a Relationship Development Officer – Trust and Wealth in Texas to cultivate fiduciary opportunities and deepen referral networks with attorneys, CPAs, and other professionals. You’ll collaborate with Trust Officers and Wealth Advisors to identify growth opportunities and educate partners on fiduciary solutions.

The role emphasizes relationship-building, independence, and cross-unit collaboration, with a strong focus on delivering exceptional client experiences in a

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Marketing, or related field or equivalent experience.
• Demonstrated success 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 collaborating across multiple business units.
• Strong presentation and networking capabilities.

Responsibilities

• Develop, maintain, and deepen relationships with Centers of Influence to generate fiduciary business opportunities.
• Serve as a primary point of contact for referral partners and prospective fiduciary clients.
• Collaborate with Trust Officers, Wealth Advisors, and other team members to identify growth opportunities.
• Educate referral sources and prospects about trust, estate, fiduciary, and wealth management solutions.
• Document and track referral activity and relationship development efforts.
• Act as a strategic resource and advocate for Trust & Wealth services throughout the organization.

Skills

Relationship-building

Networking

Communication

Education

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

CTFA

CFP

CFA

JD

CPA

Job description

Job Description

It’s about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in ever‑changing fast‑paced environments? Are you ready to facilitate all the moving pieces to help deliver a top‑quality experience? If so, a Relationship Development Officer – Trust and Wealth with Frost could be for you.

At Frost, it’s about more than a job. It’s about a flourishing career where you can thrive, in and out of work, within an environment that reflects our values and encourages team members to be the best they can be.

What you’ll do:

• Develop, maintain, and deepen relationships with Centers of Influence (attorneys, CPAs, financial professionals, and other referral sources) to generate fiduciary business opportunities
• Serve 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
• 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 when appropriate
• Remain available to support fiduciary business development opportunities, including responding to time‑sensitive referral situations as needed
• Educate referral sources and prospects regarding trust, estate, fiduciary, and wealth management solutions
• Maintain a high level of professionalism and knowledge regarding fiduciary services, trust administration, and wealth management offerings
• Document and track referral activity and relationship development efforts
• Act as a strategic resource and advocate for Trust & Wealth services throughout the organization and community
• Always take action using Integrity, Caring, and Excellence to achieve all‑win outcomes

What you’ll need:

• Bachelor’s degree in Business, Finance, Accounting, Marketing, or a related field, or equivalent experience
• Demonstrated success 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 collaborating effectively across multiple business units
• Strong presentation and networking capabilities
• Additional preferred skills:
  • 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

Benefits:

• Medical, dental, vision, long‑term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program

Since 1868, Frost has dedicated its expertise to providing exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and a leader in banking customer satisfaction.

We are an Equal Opportunity Employer and do not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status.