Trust & Fiduciary Services Executive (Hybrid)

SmartHR, LLC; Dallas (TX); Hybrid; USD 150,000 - 200,000; Full time

Job summary

A leading financial institution in Dallas, Texas is seeking a Chief Trust Officer to oversee its Trust Department. This executive role demands a minimum of 10 years of Trust experience, strong team management, and capability to interface with high-net-worth clients. Key responsibilities include managing Trust accounts, ensuring regulatory compliance, and improving operational efficiency. Ideal candidates will hold a relevant bachelor's degree, with a master's degree preferred. This is a full-time on-site role with potential for remote flexibility.

Qualifications

• 10+ years of Trust experience, including employee benefits and qualified plans.
• Successful history interfacing with high net worth clients and directors.
• Experience in managing teams within Trust operations.

Responsibilities

• Manage delivery of services provided to Trust clients.
• Administer Trust accounts and ensure compliance with regulations.
• Interface with management and federal regulators as necessary.

Skills

Trust account systems

Microsoft Office (advanced)

Interfacing with high net worth clients

Team management

Trust tax knowledge

Education

Bachelor’s degree in business administration, Finance, Banking, or related field

Master’s degree (preferred)

Tools

FIS/TrustDesk

FIS/Relius Recordkeeping Solutions

Job description

A leading financial institution in Dallas, Texas is seeking a Chief Trust Officer to oversee its Trust Department. This executive role demands a minimum of 10 years of Trust experience, strong team management, and capability to interface with high-net-worth clients. Key responsibilities include managing Trust accounts, ensuring regulatory compliance, and improving operational efficiency. Ideal candidates will hold a relevant bachelor's degree, with a master's degree preferred. This is a full-time on-site role with potential for remote flexibility.