Relationship Development Officer - Trust and Wealth

Frost Bank; Post Oak (TX); Vor Ort; USD 90.000 - 140.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision insurance

401(k) matching

Generous holiday and paid time off

Tuition reimbursement

Health and wellness programs

Zusammenfassung

Frost Bank is seeking a Relationship Development Officer – Trust and Wealth to build and deepen relationships with Centers of Influence and referral partners in Texas. You will lead RFPs, collaborate with Trust Officers and Wealth Advisors, and educate clients on fiduciary and wealth management solutions, aiming to grow fiduciary business with integrity and client focus.

You will represent Frost Bank at community events and maintain high professional standards, supporting a premier client

Qualifikationen

• Bachelor’s degree in Business, Finance, Accounting, Marketing, or related field or equivalent experience.
• Proven 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; able to work independently and across units.

Aufgaben

• Develop, maintain, and deepen relationships with Centers of Influence to generate fiduciary business opportunities.
• Serve as a primary contact for referral partners and prospective fiduciary clients.
• Lead the RFP process with internal stakeholders to deliver high-quality proposals.
• Participate in community and industry events to expand market visibility and referrals.
• Collaborate with Trust Officers, Wealth Advisors, and team members to identify growth opportunities.
• Educate referral sources about trust, fiduciary, and wealth management solutions.

Kenntnisse

Relationship-building

Networking

Presentation skills

Independent yet collaborative

Ausbildung

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

Tools

CRM software

Proposal tools

Jobbeschreibung

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:

• 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 + 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.

Our Most Important Relationship Starts Here

Frost’s commitment to cultivate long-term relationships is one of the reasons we’re recognized as a premier employer in the financial services industry. To attract qualified professionals, we offer an environment that’s supportive of both your professional and personal goals by providing our employees with competitive salaries and an outstanding benefits package. Frost was named to Forbes magazine's list of the Best Employers.

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

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