Relationship Development Officer - Trust and Wealth

Posted 16 days ago

frost bankHouston (TX)

Personal Financial Advisors Trust, Fiduciary, and Custody Activities

SENIORITY

Senior

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About the role

Job Description: It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Relationship Development Officer – Trust and Wealth with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.

Who you are: As a Relationship Development Officer – Trust and Wealth with Frost, you see the true value of others. You are passionate about people and eager to build relationships. In this role you will be responsible for developing new business through Centers of Influence and serving as a primary point of contact for referral partners. You are excited to be out in the community and representing Frost in a manner synonymous with our core values. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.

What you'll do:

Develop, maintain, and deepen relationships with Centers of Influence (attorneys, CPAs, financial professionals, and other referral sources) 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
Maintain a high level of professionalism and knowledge regarding fiduciary services, trust administration, and wealth management offerings
Document and track referral activity and relationship development efforts
Act as a strategic resource and advocate for Trust & Wealth services throughout the organization and community
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you'll need:

Bachelor's degree in Business, Finance, Accounting, Marketing, or a related field, or equivalent experience
Demonstrated success developing professional referral networks and Centers of Influence
Strong knowledge of fiduciary services, trust administration, estate planning, and wealth management concepts
Excellent interpersonal, communication, and relationship-building skills. Ability to work independently while collaborating effectively across multiple business units
Strong presentation and networking capabilities

Additional Preferred Skills:

Experience in trust, fiduciary, private banking, wealth management, or estate planning environments
Professional certifications such as CTFA, CFP, CFA, JD, CPA, or similar credentials
Established network of professional referral sources within the market

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Summary

Location: Houston, TX - Post OakType: Full time

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