General Description:

This full-time position will serve as a key member of the Wealth Management team, providing trust and estate administration services to high-net-worth individuals, families, and business owners across the Gulf Coast region. Based in either Houston, this role will focus on managing a diverse portfolio of fiduciary accounts, including revocable and irrevocable trusts, estates, charitable trusts, investment management relationships, and retirement accounts. This position offers the opportunity to work with an established book of clients while also supporting new business efforts in partnership with internal and external referral sources.

Skills and Characteristics for Applicants:

The qualified candidate will demonstrate strong technical knowledge of Texas probate law, trust and estate principles, fiduciary investment standards, and estate/gift taxation. A proactive and consultative approach to client relationship management is essential, along with the ability to collaborate with attorneys, CPAs, financial advisors, and internal stakeholders to ensure the delivery of holistic wealth planning solutions. This role requires excellent interpersonal and communication skills, sound professional judgment, and a commitment to maintaining a high level of integrity and discretion. Candidates should be comfortable managing fiduciary accounts in compliance with regulatory standards while providing thoughtful, responsive service to clients. A business development mindset and the ability to build relationships across internal and external referral networks is key.

Educational and Experience Requirements:

A bachelor's degree is required. Advanced designations such as JD, CPA, CFP®, or CTFA are highly preferred but not required. A minimum of 5 - 7 years of experience in trust administration, estate planning, or fiduciary financial services is required.