Trust & Wealth Relationship Architect

Frost; Georgia; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Paid time off

Tuition reimbursement

Employee Assistance Program

Referral bonus

Job summary

Frost in Georgia is seeking a Relationship Development Officer – Trust and Wealth to develop fiduciary business through Centers of Influence, serving as a primary contact for referral partners and prospective fiduciary clients. You will lead proposals and collaborate across Trust Officers and Wealth Advisors to grow opportunities.

The role emphasizes integrity, caring, and excellence while educating referral sources about trust, estate, fiduciary, and wealth management solutions, maintaining

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Marketing, or related field or equivalent experience.
• Proven success developing professional referral networks (Centers of Influence).
• Strong knowledge of fiduciary services, trust administration, estate planning, and wealth management concepts.
• Excellent interpersonal, communication, and relationship-building skills.

Responsibilities

• Develop, maintain, and deepen relationships with Centers of Influence to generate fiduciary business opportunities.
• Serve as a primary point of contact for referral partners and prospective fiduciary clients.
• Lead the RFP process as needed, partnering with internal stakeholders to deliver high-quality proposals and support business development opportunities.
• Participate in community, professional, and industry events to increase market visibility and strengthen referral networks.
• Collaborate with Trust Officers, Wealth Advisors, and other team members to identify and pursue growth opportunities.
• Facilitate introductions and referrals between prospective clients and Wealth Advisors when appropriate.
• Remain available to support fiduciary business development opportunities, including responding to time-sensitive referral situations as needed.
• Educate referral sources and prospects regarding trust, estate, fiduciary, and wealth management solutions.

Skills

Interpersonal skills

Communication

Relationship-building

Education

Bachelor’s degree in Business, Finance, Accounting, Marketing, or related field

CTFA, CFP®, CFA, JD, CPA or similar credentials

Job description

Frost in Georgia is seeking a Relationship Development Officer – Trust and Wealth to develop fiduciary business through Centers of Influence, serving as a primary contact for referral partners and prospective fiduciary clients. You will lead proposals and collaborate across Trust Officers and Wealth Advisors to grow opportunities.

The role emphasizes integrity, caring, and excellence while educating referral sources about trust, estate, fiduciary, and wealth management solutions, maintaining