Trust Officer/Wealth Administrator - Market Manager (Fort Worth)

Hilltop Holdings•Austin, TX

19d

About The Position

PlainsCapital Bank is seeking a Trust Officer/Wealth Administrator - Market Manager for the Fort Worth market. The position is accountable for the assigned market’s performance in the Private Bank/Wealth Management line of business, including strategic direction for growth, department and budget management, and leadership of fiduciary account administration, wealth advisory planning, and new business development. The Market Manager works with upper management to set goals tailored to the area’s needs while serving customers and clients and focusing on profitability. The role also collaborates with leaders across the market, region, and bank, including the in-house portfolio management team. The position oversees complex trust, estate, and investment agency account administration in accordance with governing instruments, bank policies and procedures, and statutory requirements. It promotes integrated wealth management services, client service, risk management, and compliance. Management responsibilities may include hiring, training, assigning and directing work, setting goals, evaluating performance, addressing complaints, and resolving problems.

Requirements

Bachelor’s degree in Business, Finance, Accounting, or another related field.
At least 10 years of progressive experience in private wealth management or trust administration.
Previous management or relevant leadership experience, with demonstrated ability and experience coaching, developing, leading, and motivating team or organization members.
Proficiency in federal and state banking regulations, trust regulations and procedures, bank policies and procedures, and bank operations, products, and services.
Working knowledge of human resources management policies and practices, and compliance regulations and guidelines.
Excellent verbal, written, and interpersonal communication skills, including the ability to interact with all levels of customers, clients, and bank personnel.
Excellent analytical, time-management, organizational, and problem-solving skills, with the ability to multitask and work in a deadline-driven environment.
Strong computer skills, particularly with Microsoft Office, and ability to learn and use custom banking systems and applications.
Self-motivated team player with strong attention to detail, a high level of accountability, and ability to work independently.
Ability to maintain high ethical standards and complete confidentiality at all times.

Nice To Haves

Relevant industry certifications are strongly desired.

Responsibilities

Promote teamwork and partnership across bank lines of business and local centers of influence to promote wealth management services to affluent individuals, families, businesses, and organizations.
Support collaboration and integration among wealth management disciplines to acquire new business, enhance client meetings, and build teamwork.
Set appropriate goals and objectives for direct reports, monitor progress at least quarterly, and support achievement of the annual budget and strategic goals.
Coach and mentor direct reports to support their development, growth, and achievement.
Administer complex trust, estate, and investment agency accounts according to governing instruments, bank policies and procedures, and statutory requirements.
Promote excellence in service of internal and external client relationships through proactive communication.
Maintain a high-level understanding of analysis and decisions related to affluent clients’ wealth management needs.
Conduct regular employee meetings.
In consultation with upper management and human resources, carry out management responsibilities consistent with organizational policies and applicable laws and regulations.
Interview, hire, and train employees as needed.
Plan, set goals, assign, and direct work toward individual accountability and the company’s strategic objectives.
Appraise individual and company performance and reward or discipline employees.
Address complaints and resolve problems.
Promote an environment with appropriate focus on risk management and compliance.
Represent the bank at community functions and participate in the community through organizations and associations.
Perform other job duties as required.