Wealth & Trust Relationship Architect

Frost; Fort Worth (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) matching

Paid time off

Job summary

Frost in Fort Worth, TX is seeking a Relationship Development Officer – Trust and Wealth to cultivate fiduciary business through Centers of Influence and serve as the primary contact for referral partners. You will represent Frost in the community, building relationships with integrity, care, and excellence.

You will collaborate with Trust Officers and Wealth Advisors to identify growth opportunities, lead RFPs when needed, and educate clients on trust and wealth management solutions.

Qualifications

• Bachelor's degree or equivalent experience in business/finance.
• Proven success building professional referral networks.
• Solid knowledge of fiduciary services and wealth management concepts.
• Excellent interpersonal and communication skills.
• Ability to work independently and across teams.
• Strong presentation and networking capabilities.

Responsibilities

• Develop and deepen relationships with Centers of Influence to generate fiduciary business.
• Serve as main contact for referral partners and prospective fiduciary clients.
• Participate in community events to boost visibility and referrals.
• Lead RFP processes with internal stakeholders to support opportunities.
• Collaborate with Trust Officers and Wealth Advisors to identify growth.
• Facilitate introductions between prospective clients and Wealth Advisors.
• Support fiduciary business development including time-sensitive referrals.
• Educate sources and prospects on trust, estate, and wealth management solutions.
• Maintain professionalism and knowledge of fiduciary services.
• Document and track referral activity and relationships.
• Advocate for Trust & Wealth services across the organization.
• Act with integrity, caring, and excellence to achieve outcomes.

Skills

Relationship building

Networking

Communication

Independent work

Presentation skills

Education

Bachelor's degree or equivalent experience

Job description

Frost in Fort Worth, TX is seeking a Relationship Development Officer – Trust and Wealth to cultivate fiduciary business through Centers of Influence and serve as the primary contact for referral partners. You will represent Frost in the community, building relationships with integrity, care, and excellence.

You will collaborate with Trust Officers and Wealth Advisors to identify growth opportunities, lead RFPs when needed, and educate clients on trust and wealth management solutions.