Relationship Development Officer - Trust and Wealth

Frost; Georgia; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Paid time off

Tuition reimbursement

Employee Assistance Program

Referral bonus

Job summary

Frost in Georgia is seeking a Relationship Development Officer – Trust and Wealth to develop fiduciary business through Centers of Influence, serving as a primary contact for referral partners and prospective fiduciary clients. You will lead proposals and collaborate across Trust Officers and Wealth Advisors to grow opportunities.

The role emphasizes integrity, caring, and excellence while educating referral sources about trust, estate, fiduciary, and wealth management solutions, maintaining

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Marketing, or related field or equivalent experience.
• Proven success developing professional referral networks (Centers of Influence).
• 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.
• Serve as a primary point of contact for referral partners and prospective fiduciary clients.
• Lead the RFP process as needed, partnering with internal stakeholders to deliver high-quality proposals and support business development opportunities.
• 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.

Skills

Interpersonal skills

Communication

Relationship-building

Education

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

CTFA, CFP®, CFA, JD, CPA or similar credentials

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 everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being 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 having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled financial services.

Who you are:

As a Relationship Development Officer – Trust and Wealth with Frost, you see the true value of others. You are passionate about people and eager to build relationships. In this role you will be responsible for developing new business through Centers of Influence and serving as a primary point of contact for referral partners. You are excited to be out in the community and representing Frost in a manner synonymous with our core values. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.

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

• Lead the RFP process as needed, partnering with internal stakeholders to deliver high-quality proposals and support business development opportunities

• 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

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

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

Since 1868, Frost has dedicated their expertise to provide 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 is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger.