Senior Trust Officer

Senior Trust Officer

Houston, TX (Onsite)

Wealth Management / Trust Services

Compensation: $165k - $190k plus bonus plus equity

Note: Relocation assistance available within the US.

About the Senior Trust Officer Role

Our 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 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 Role

• Administer 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 million
• Serve as the primary point of contact for clients, beneficiaries, and other interested parties, delivering exceptional client service and relationship management
• Review trust documents and ensure proper administration in accordance with governing instruments, fiduciary standards, and applicable regulations
• Partner with clients' attorneys, CPAs, financial advisors, and other external professionals on trust and estate planning matters
• Assist with new client onboarding, trust account acceptance, and account transitions
• Coordinate with internal investment, tax, compliance, and operations teams to ensure seamless trust administration
• Identify and proactively address trust administration issues while maintaining the highest fiduciary standards

Qualifications for the Senior Trust Officer

• 7 years of personal trust administration experience for high-net-worth and ultra-high-net-worth clients
• Experience administering sophisticated trust relationships for high-net-worth clients
• Strong knowledge of trust administration, fiduciary responsibilities, estate planning concepts, and applicable regulations
• Excellent relationship management, communication, and organizational skills
• Passionate about what you do and the impact you have!
• Ability to work collaboratively with clients, beneficiaries, and professional advisors
• JD or CTFA designation preferred

What Our Client Offers:

• Join 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 families
• Collaborative, team-oriented culture that invests in your development
• Competitive compensation with long-term incentive program including employee tracking stock grants that vest over five years and provide dividend participation during the vesting period
• Comprehensive benefits including medical, dental, and vision insurance, with the company covering a significant portion of employee coverage.
• 401(k) plan with company contribution based on total cash compensation after one year of service
• Generous vacation policy based on title and tenure
• Free parking at the office location and access to the building fitness center, with optional training sessions during the work week
• Opportunity 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

Keywords

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