Senior Trust Officer

Right Executive Search, LLC; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Long-term incentive program with stock

Medical, dental, and vision insurance

401(k) with company contribution

Generous vacation policy

Free parking + fitness center access

Job summary

Right Executive Search, LLC is assisting a privately held wealth management firm in Houston to recruit a Senior Trust Officer responsible for managing a portfolio of complex trusts with fiduciary focus and no business development duties.

The role emphasizes client and beneficiary relations, coordination with advisors, and meticulous administration in line with governing instruments and regulations. A strong background in high-net-worth trust administration is essential.

Qualifications

• 7+ years of personal trust administration experience for high-net-worth and ultra-high-net-worth clients.
• Experience administering sophisticated trust relationships for high-net-worth clients.
• Strong knowledge of trust administration, fiduciary responsibilities, estate planning concepts, and applicable regulations.
• Excellent relationship management, communication, and organizational skills.
• JD or CTFA designation preferred.

Responsibilities

• Administer a portfolio of complex trust accounts for high-net-worth and ultra-high-net-worth clients.
• Serve as the primary point of contact for clients, beneficiaries, and other interested parties.
• Review trust documents and ensure proper administration per governing instruments and regulations.
• Coordinate with clients' attorneys, CPAs, and advisors on trust matters.
• Assist with onboarding, account acceptance, and transitions.
• Collaborate with internal teams to ensure seamless trust administration.
• Identify and address trust administration issues while upholding fiduciary standards.

Skills

Relationship management

Communication

Organization

Collaboration

Education

JD or CTFA designation preferred

Job description

Note: Relocation assistance available within the US

About the Senior Trust Officer Role

Our client is a privately held wealth management firm seeking an experienced Senior Trust Officer to join its growing trust team in Houston. The role serves as the primary relationship manager for a portfolio of complex trust accounts, partnering closely with clients, beneficiaries, and outside advisors to deliver fiduciary service. This is a pure trust administration position with no business development or sales responsibilities.

Key Responsibilities for the Senior Trust Officer Role

• Administer a portfolio of complex trust accounts for high-net-worth and ultra-high-net-worth clients with investable assets generally ranging from $10 million to over $100 million
• Serve as the primary point of contact for clients, beneficiaries, and other interested parties, delivering exceptional client service and relationship management
• Review trust documents and ensure proper administration in accordance with governing instruments, fiduciary standards, and applicable regulations
• Partner with clients' attorneys, CPAs, financial advisors, and other external professionals on trust and estate planning matters
• Assist with new client onboarding, trust account acceptance, and account transitions
• Coordinate with internal investment, tax, compliance, and operations teams to ensure seamless trust administration
• Identify and proactively address trust administration issues while maintaining the highest fiduciary standards

Qualifications for the Senior Trust Officer

• 7+ years of personal trust administration experience for high-net-worth and ultra-high-net-worth clients
• Experience administering sophisticated trust relationships for high-net-worth clients
• Strong knowledge of trust administration, fiduciary responsibilities, estate planning concepts, and applicable regulations
• Excellent relationship management, communication, and organizational skills
• Passionate about what you do and the impact you have!
• Ability to work collaboratively with clients, beneficiaries, and professional advisors
• JD or CTFA designation preferred

What Our Client Offers

• Join a respected, privately held wealth management firm with a strong reputation for client service and work with sophisticated high-net-worth and ultra-high-net-worth families
• Collaborative, team-oriented culture that invests in your development
• Competitive compensation with a long-term incentive program, including employee tracking stock grants that vest over five years and provide dividend participation during the vesting period
• Comprehensive benefits, including medical, dental, and vision insurance, with the company covering a significant portion of employee coverage
• 401(k) plan with company contribution based on total cash compensation after one year of service
• Generous vacation policy based on title and tenure
• Free parking at the office location and access to the building fitness center, with optional training sessions during the workweek
• Opportunity to work within an amazing team and join a highly respected organization known for its long-tenured team, collaborative culture, and commitment to professional development

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