Director of Trust Strategy & Client Integration

First United Bank•Plano, TX

7d•Onsite

About The Position

First United Bank has the fiduciary infrastructure, the institutional backing, and the integrated wealth platform to become a premier provider of trust and fiduciary services in the Texas and Oklahoma market. What we need now is the person who helps grow it. This is a market-facing, relationship-driven, business development leadership position for a trust professional who is genuinely energized by building — not maintaining. The right candidate will become one of the most visible and influential trust professionals in this region. This role carries significant influence over the strategic direction of the Trust platform — and the latitude to help shape what it becomes.

Requirements

Bachelor’s degree required
10+ years in trust, estate planning, or wealth management
Demonstrated success in trust business development or relationship management
Established network of estate planning attorneys and/or CPAs in the Texas and Oklahoma markets
Deep working knowledge of trust structures, estate planning concepts, and fiduciary principles
A track record of generating new trust business and referral relationships

Nice To Haves

J.D. with estate planning focus
CTFA, CFP, or equivalent
Series 65 (or willingness to obtain)
Prior bank trust department or trust company experience

Responsibilities

Build and sustain referral relationships with estate planning attorneys, tax attorneys, CPAs, family offices, and centers of influence across Dallas/Plano and the broader TX/OK footprint.
Build RIA and institutional partnerships — positioning First United as a trusted fiduciary partner, not a competitor.
Represent Trust Services at estate planning councils, bar association events, and professional associations.
Partner with Delos Private Client Group advisors and financial planners to identify and convert trust opportunities within the existing client base.
Train and educate advisors on trust capabilities and opportunity identification.
Serve as the Trust resource in high-value client and prospect meetings.
Develop and execute the Trust platform’s growth strategy across internal and external channels.
Track and manage a new business pipeline with consistent follow-through.
Identify opportunities in institutional trustee services, directed trusts, and special needs trust administration.
Dresses professionally.
Recommends to supervisor possible methods to improve department.
Completes all required compliance exams on a yearly basis.
Adherence to all First United Policies and Procedures.
Performs other related duties as required and assigned.