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About the Role

PlainsCapital Bank is seeking a Trust Officer/Wealth Administrator - Market Manager for the Fort Worth market. This role is accountable for all aspects of their assigned market’s performance related to the Private Bank/Wealth Management line of business, including strategic direction, department management, and budget management. The position leads a team responsible for fiduciary account administration, wealth advisory planning, and new business development, working with upper management to set goals focused on customer service and profitability.

Responsibilities

Utilizes leadership skills to promote an environment of teamwork and partnership across all lines of business within the bank and local centers of influence to promote wealth management services to affluent individuals, families, businesses and organizations.
Supports the team regarding the collaboration and integration of the separate wealth management disciplines to acquire new business, enhance client meetings, and build teamwork.
Promotes accountability with direct reports by setting appropriate goals and objectives, monitoring at least quarterly, to accomplish the annual budget and strategic goals of the bank.
Coaches and mentors direct reports to ensure continued development and opportunities for growth and achievement.
Responsible for the administration of complex trust, estate, and investment agency accounts according to the governing instrument and pursuant to the bank’s policies, procedures and statutory requirements.
Leads and supports an environment of excellence in service of all internal and external client relationships through proactive communication.
Maintains a high-level understanding of the analysis and decisions related to the wealth management needs of affluent clients.
Conducts regular employee meetings.
Consulting with upper management and human resources, carries out management responsibilities in accordance with the organization’s policies and applicable laws and regulations.
Responsibilities may include interviewing, hiring, and training employees; planning, goal setting, assigning, and directing work toward individual accountability based on company’s strategic objectives; appraising individual and company performance, rewarding and disciplining employees; and addressing complaints and resolving problems.
Fosters an environment with appropriate focus on risk management and compliance.
Represents bank at community functions and is an active part of the community through organizations and associations.
Performs other job duties as required.

Requirements

Bachelor’s degree in Business, Finance, Accounting or other related field required.
Must have 10 or more years of progressive experience in private wealth management or trust administration.
Must have previous management or relevant leadership experience with proven ability and experience in coaching, development, leading, and motivating team/organization members.
Relevant industry certifications strongly desired.
Demonstrated 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 with the ability to interact with all levels of customers, clients, and Bank personnel.
Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
Strong computer skills, specifically with Microsoft Office suite of products, and the ability to learn and utilize custom banking systems and applications.
Must be self-motivated team player with strong attention to detail, high level of accountability, and the ability to work independently.
Ability to maintain a high degree of ethical standards and complete confidentiality at all times.

Skills

Leadership
Teamwork
Partnership
Wealth management services
Client acquisition
Client meetings
Team building
Goal setting
Budget management
Strategic planning
Coaching
Mentoring
Trust administration
Estate administration
Investment agency account administration
Client relationship management
Proactive communication
Risk management
Compliance
Community engagement
Federal and state banking regulations
Trust Regulations and procedures
Bank policies and procedures
Bank operations, products, and services
Human resources management
Compliance regulations and guidelines
Verbal communication
Written communication
Interpersonal communication
Analytical skills
Time management
Organizational skills
Problem-solving skills
Multi-tasking
Deadline-driven work
Microsoft Office suite
Custom banking systems and applications
Attention to detail
Accountability
Independent work
Ethical standards
Confidentiality

Location

Fort Worth

Work Type

Full-time

Experience Level

10+ years of progressive experience in private wealth management or trust administration
Previous management or relevant leadership experience

Education Level

Bachelor’s degree in Business, Finance, Accounting or other related field

About the Company

PlainsCapital Bank was founded in 1988 with a vision of relationship banking. Over 30 years later, the bank maintains its relationship-based culture and commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits, with approximately 55 locations across Texas. The bank offers a full suite of commercial banking products and services, as well as personal banking services, focusing on personalized service and a single point of contact to help customers reach their financial goals.