Senior Trust Officer - Elite Fiduciary Leader (No Sales)

NPAworldwide; Houston (TX); Sur place; USD 120 000 - 240 000; Plein temps

Résumé du poste

NPAworldwide is seeking an experienced Trust Officer (VP or Sr. VP) to manage a portfolio of high-net-worth client relationships and administer traditional trusts, charitable trusts, foundations, and endowments.

You will focus on fiduciary excellence without sales expectations, supported by a dedicated estate team. In this role, you will oversee estate administration linked to existing relationships, with junior trust officers handling onboarding and terminations so you can concentrate on

Qualifications

• Extensive experience in trust relationship management, 10–20 years for VP and 20+ years for Sr. VP.
• Strong background administering revocable and irrevocable trusts.
• Ability to collaborate in a growth-focused wealth management firm with no sales pressure.

Responsabilités

• Manage a portfolio of high-net-worth client relationships and administer trusts, foundations, and endowments.
• Oversee estate administration tied to existing relationships; collaborate with estate team.
• Guide onboarding and account terminations with junior trust officers to keep client relationships central.

Connaissances

Trust relationship management

Estate administration

Client relationship management

Description du poste

NPAworldwide is seeking an experienced Trust Officer (VP or Sr. VP) to manage a portfolio of high-net-worth client relationships and administer traditional trusts, charitable trusts, foundations, and endowments.

You will focus on fiduciary excellence without sales expectations, supported by a dedicated estate team. In this role, you will oversee estate administration linked to existing relationships, with junior trust officers handling onboarding and terminations so you can concentrate on