Wealth & Trust Relationship Growth Specialist

Frost; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Paid time off

Tuition reimbursement

Employee Assistance Program

Referral bonus program

Job summary

Frost in Houston seeks a Relationship Development Officer - Trust & Wealth to generate fiduciary opportunities by building Centers of Influence and serving as the main contact for referral partners.

You will lead RFP processes, collaborate with Trust Officers and Wealth Advisors, and participate in community events to raise Frost's market presence while upholding our core values of integrity, caring, and excellence.

Qualifications

• Bachelor's degree or equivalent experience.
• Proven success developing professional referral networks.
• Strong knowledge of fiduciary services, trust administration, estate planning, and wealth management concepts.

Responsibilities

• Develop, maintain, and deepen relationships with Centers of Influence to generate fiduciary business opportunities.
• Serve as the primary contact for referral partners and prospective fiduciary clients.
• Lead the RFP process with internal stakeholders to deliver high-quality proposals.
• 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.
• Educate referral sources and prospects regarding trust, estate, fiduciary, and wealth management solutions.

Skills

Relationship-building

Networking

Communication

Presentation

Education

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

Equivalent experience

Job description

Frost in Houston seeks a Relationship Development Officer - Trust & Wealth to generate fiduciary opportunities by building Centers of Influence and serving as the main contact for referral partners.

You will lead RFP processes, collaborate with Trust Officers and Wealth Advisors, and participate in community events to raise Frost's market presence while upholding our core values of integrity, caring, and excellence.