Senior Wealth Strategist

Jobtailor; Dallas (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Jobtailor in Dallas, TX seeks an experienced Trust Relationship Manager to oversee fiduciary administration for assigned accounts, coordinating with beneficiaries, co-trustees, investment advisors, and legal teams. The role requires strong regulatory interpretation, risk management, and excellent communication to deliver high-quality client experiences.

You'll work with Private Bank partners, participate in Trust Administrative Committee meetings, and drive new fiduciary opportunities while

Qualifications

• Minimum 10 years' experience with a trust company or financial institution focusing on professional fiduciary services.
• Bachelor's degree in finance, Accounting, Real Estate, Commercial Banking or related field preferred.
• Formal Credit training program or equivalent work experience
• Strong communication skills, both verbal and written, to properly service our customers, beneficiaries, internal partners, and third parties from various backgrounds and experience.
• Resourceful and able to take initiative.
• Collaborates with and assists other Trust Relationship Managers. Effective team player with the ability to work in a fast-paced, highly collaborative environment.
• Ability to manage competing responsibilities, anticipate business needs, and access the necessary tools and resources.
• Strong ability to develop, cultivate and maintain client relationships with increased complexity.
• Strong ability to interact, negotiate and influence at more senior levels of the organization.
• Demonstrates expected utilization of Salesforce and drives towards critical metrics.

Responsibilities

• Manage all aspects of fiduciary administration for assigned accounts, including serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, customers' trusted advisors, and others.
• Exercise professional judgment when making discretionary decisions, managing risk, and interpreting applicable documents, regulations, and policies.
• Work with Trust RMs, Fiduciary Management, and Legal to reach solutions in the best interest of beneficiaries.
• Participate in Trust Administrative Committee meetings as a valuable and voting member.
• Ensure compliance with governing documents, laws and regulations, and Texas Capital policies and procedures.
• Collaborate with Private Bank partners to identify and develop new fiduciary business opportunities and expand existing relationships.
• Manage specialized fiduciary account opening, closing, maintenance, money movement, and support for investment management accounts.
• Coordinate opening and closing accounts, money movement, and account maintenance.
• Deliver timely and high-quality experiences in interactions with customers, prospects, and their trusted advisors.

Skills

Fiduciary Administration

Trust Relationship Management

Compliance Management

Client Relationship Development

Salesforce Utilization

Education

Bachelor's degree in finance, Accounting, Real Estate, Commercial Banking or related field

Tools

Salesforce

Job description

• Manage all aspects of fiduciary administration for assigned accounts, including serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, customers' trusted advisors, and others.
• Exercise professional judgment when making discretionary decisions, managing risk, and interpreting applicable documents, regulations, and policies.
• Work with Trust RMs, Fiduciary Management, and Legal to reach solutions in the best interest of beneficiaries.
• Participate in Trust Administrative Committee meetings as a valuable and voting member.
• Ensure compliance with governing documents, laws and regulations, and Texas Capital policies and procedures.
• Collaborate with Private Bank partners to identify and develop new fiduciary business opportunities and expand existing relationships.
• Manage specialized fiduciary account opening, closing, maintenance, money movement, and support for investment management accounts.
• Coordinate opening and closing accounts, money movement, and account maintenance.
• Deliver timely and high-quality experiences in interactions with customers, prospects, and their trusted advisors.

Requirements

• Minimum 10 years' experience with a trust company or financial institution focusing on professional fiduciary services.
• Bachelor's degree in finance, Accounting, Real Estate, Commercial Banking or related field preferred
• Formal Credit training program or equivalent work experience
• Strong communication skills, both verbal and written, to properly service our customers, beneficiaries, internal partners, and third parties from various backgrounds and experience.
• Resourceful and able to take initiative.
• Collaborates with and assists other Trust Relationship Managers. Effective team player with the ability to work in a fast-paced, highly collaborative environment.
• Ability to manage competing responsibilities, anticipate business needs, and access the necessary tools and resources.
• Strong ability to develop, cultivate and maintain client relationships with increased complexity.
• Strong ability to interact, negotiate and influence at more senior levels of the organization.
• Demonstrates expected utilization of Salesforce and drives towards critical metrics.
• Texas Capital may assign reasonably related additional duties to individual employees consistent with standard departmental policy.
• Texas Capital is an Equal Opportunity Employer.

Core Competencies

Demonstrates extensive experience in fiduciary administration, compliance with regulations, and effective relationship management. Proficient in collaborating with diverse stakeholders and delivering high-quality client experiences.

Highest-signal resume keywords

• Fiduciary Administration
• Trust Relationship Management
• Compliance Management
• Client Relationship Development
• Salesforce Utilization

ATS Optimization Keywords

Hard Skills

• Fiduciary Services
• Financial Analysis
• Risk Management
• Account Maintenance
• Investment Management
• Discretionary Decision Making
• Regulatory Interpretation
• Credit Training
• Document Management
• Money Movement

Soft Skills

• Strong Communication Skills
• Resourcefulness
• Team Collaboration
• Initiative
• Negotiation Skills

Industry Keywords

• Trust Company
• Financial Institution
• Texas Capital Policies
• Governing Documents
• Trust Administrative Committee

Tools & Technologies

• Salesforce