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

PrimeLending•Austin, TX

18d

About The Position

PlainsCapital Bank is seeking a Trust Officer/Wealth Administrator to manage the Fort Worth market’s performance for the Private Bank/Wealth Management line of business. The role provides strategic direction for growth, department management, and budgeting, and leads the officers and staff responsible for fiduciary account administration, wealth advisory planning, and new business development. The Market Manager works with upper management and leaders across the market, region, and bank—including in-house portfolio management team members—to set goals that address local needs, serve clients, and support profitability. The position also administers complex trust, estate, and investment agency accounts in accordance with governing instruments, bank policies and procedures, and statutory requirements. It promotes excellent service, risk management, compliance, teamwork, employee development, and community engagement.

Requirements

Bachelor’s degree in Business, Finance, Accounting, or a 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 to coach, develop, lead, and motivate 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 customers, clients, and Bank personnel at all levels.
Strong 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 attention to detail, accountability, and the ability to work independently.
Ability to maintain high ethical standards and confidentiality.

Nice To Haves

Relevant industry certifications are strongly desired.

Responsibilities

Provide strategic direction for market growth, department management, and budget management.
Lead the team responsible for fiduciary account administration, wealth advisory planning, and new business development.
Work with upper management and leaders across the market, region, and bank to establish and accomplish objectives that address local needs, serve clients, and support profitability.
Promote teamwork and partnership across bank lines of business and with local centers of influence to promote wealth management services to affluent individuals, families, businesses, and organizations.
Support collaboration and integration across wealth management disciplines to acquire new business, enhance client meetings, and build teamwork.
Set goals and objectives for direct reports, monitor progress at least quarterly, and promote accountability toward annual budget and strategic goals.
Coach and mentor direct reports to support their development and growth.
Administer complex trust, estate, and investment agency accounts in accordance with governing instruments, bank policies and procedures, and statutory requirements.
Promote excellence in service for 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, including interviewing, hiring, training, work planning and direction, performance appraisal, rewards and discipline, and complaint resolution.
Promote an appropriate focus on risk management and compliance.
Represent the bank at community functions and participate in community organizations and associations.
Perform other job duties as required.