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About the Role

Develop new business through Centers of Influence and serve as a primary point of contact for referral partners. This role is about building relationships with integrity, caring, and excellence.

Responsibilities

• Develop, maintain, and deepen relationships with Centers of Influence to generate fiduciary business opportunities.
• Serve as a primary point of contact for referral partners and prospective fiduciary clients.
• Participate in community, professional, and industry events to increase market visibility and strengthen referral networks.
• Collaborate with Trust Officers, Wealth Advisors, and other team members to identify and pursue growth opportunities.
• Facilitate introductions and referrals between prospective clients and Wealth Advisors when appropriate.
• Remain available to support fiduciary business development opportunities, including responding to time-sensitive referral situations.
• Educate referral sources and prospects regarding trust, estate, fiduciary, and wealth management solutions.
• Maintain a high level of professionalism and knowledge regarding fiduciary services, trust administration, and wealth management offerings.
• Document and track referral activity and relationship development efforts.
• Act as a strategic resource and advocate for Trust & Wealth services throughout the organization and community.
• Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Requirements

• Bachelor's degree in Business, Finance, Accounting, Marketing, or a related field, or equivalent experience.
• Demonstrated success developing professional referral networks and Centers of Influence.
• Strong knowledge of fiduciary services, trust administration, estate planning, and wealth management concepts.
• Excellent interpersonal, communication, and relationship-building skills.
• Ability to work independently while collaborating effectively across multiple business units.
• Strong presentation and networking capabilities.
• Experience in trust, fiduciary, private banking, wealth management, or estate planning environments.
• Professional certifications such as CTFA, CFP®, CFA, JD, CPA, or similar credentials.
• Established network of professional referral sources within the market.

Skills

• Interpersonal skills
• Communication skills
• Relationship-building skills
• Presentation skills
• Networking capabilities
• Fiduciary services knowledge
• Trust administration knowledge
• Estate planning knowledge
• Wealth management knowledge

Education Level

• Bachelor's degree in Business, Finance, Accounting, Marketing, or a related field, or equivalent experience.

Benefits

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program

About the Company

• At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work.
• Frost is committed to fostering an environment that reflects our values and encourages team members to be the best they can be.
• In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled financial services.
• Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.
• Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction.
• At Frost, it’s about being part of something bigger.