Senior Trust Relationship Manager

Texas Capital Bank; Houston (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid time off

Wellness program

Job summary

Texas Capital Bank seeks an experienced fiduciary services professional to join our Trust Relationship Management team in Houston. You will manage fiduciary administration, coordinate with beneficiaries and advisors, and ensure compliance with governing documents and regulations.

The role emphasizes sound judgement, risk management, and building strong client relationships while collaborating with Private Bank partners to expand fiduciary business opportunities.

Qualifications

• Minimum seven years' fiduciary experience in a trust company or financial institution.
• Strong knowledge of fiduciary duties, regulatory requirements, and governance.
• Proven ability to manage complex client relationships and cross-functional teams.

Responsibilities

• Manage all aspects of fiduciary administration for assigned accounts.
• Coordinate among beneficiaries, co-trustees, investment advisors, and legal staff.
• Ensure compliance with governing documents, laws, and Texas Capital policies.

Skills

Fiduciary services

Trust relationship management

Communication skills

Relationship development

Education

Bachelor's degree in finance / accounting / real estate / commercial banking

Tools

Salesforce

Job description

Texas Capital Bank seeks an experienced fiduciary services professional to join our Trust Relationship Management team in Houston. You will manage fiduciary administration, coordinate with beneficiaries and advisors, and ensure compliance with governing documents and regulations.

The role emphasizes sound judgement, risk management, and building strong client relationships while collaborating with Private Bank partners to expand fiduciary business opportunities.