Senior Trust Officer

Senior Trust OfficerHouston, TX (Onsite)Wealth Management / Trust ServicesCompensation: $165k - $190k plus bonus plus equity
Note: Relocation assistance available within the US
About the Senior Trust Officer RoleOur client is a privately held wealth management firm seeking an experienced Senior Trust Officer to join its growing trust team in Houston. The role serves as the primary relationship manager for a portfolio of complex trust accounts, partnering closely with clients, beneficiaries, and outside advisors to deliver fiduciary service. This is a pure trust administration position with no business development or sales responsibilities.
Key Responsibilities for the Senior Trust Officer RoleAdminister a portfolio of complex trust accounts for high-net-worth and ultra-high-net-worth clients with investable assets generally ranging from $10 million to over $100 millionServe as the primary point of contact for clients, beneficiaries, and other interested parties, delivering exceptional client service and relationship managementReview trust documents and ensure proper administration in accordance with governing instruments, fiduciary standards, and applicable regulationsPartner with clients' attorneys, CPAs, financial advisors, and other external professionals on trust and estate planning mattersAssist with new client onboarding, trust account acceptance, and account transitionsCoordinate with internal investment, tax, compliance, and operations teams to ensure seamless trust administrationIdentify and proactively address trust administration issues while maintaining the highest fiduciary standards
Qualifications for the Senior Trust Officer7+ years of personal trust administration experience for high-net-worth and ultra-high-net-worth clientsExperience administering sophisticated trust relationships for high-net-worth clientsStrong knowledge of trust administration, fiduciary responsibilities, estate planning concepts, and applicable regulationsExcellent relationship management, communication, and organizational skillsPassionate about what you do and the impact you have!Ability to work collaboratively with clients, beneficiaries, and professional advisorsJD or CTFA designation preferred
What Our Client OffersJoin a respected, privately held wealth management firm with a strong reputation for client service and work with sophisticated high-net-worth and ultra-high-net-worth familiesCollaborative, team-oriented culture that invests in your developmentCompetitive compensation with a long-term incentive program, including employee tracking stock grants that vest over five years and provide dividend participation during the vesting periodComprehensive benefits, including medical, dental, and vision insurance, with the company covering a significant portion of employee coverage401(k) plan with company contribution based on total cash compensation after one year of serviceGenerous vacation policy based on title and tenureFree parking at the office location and access to the building fitness center, with optional training sessions during the workweekOpportunity to work within an amazing team and join a highly respected organization known for its long-tenured team, collaborative culture, and commitment to professional development
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