Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions…
NTT Data Services is Hiring! Grade 3 - HC & Insurance Operations Sr Rep Position's Overview At NTT DATA, we know that with the right people on board, anything is possible. The quality, integrity, and commitment of our em…
Skills: Insurance Claims Processing, Data Entry, Claims Validation, Healthcare Insurance Knowledge, Medical Document Scrutiny
At Henderson, we're about more than just buildings We're about the people, experiences, and longevity of a building. We’re a company of problem-solvers and innovators known for our technical excellence and ability …
Skills: Project Management, Program Management, Budgeting, Client Relationship Management, Contract Development
Data Centre Service Delivery Field Support Engineer (L1)
Plano, Texas, United States · On-site
Entry level
Make an impact with NTT DATA Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society…
Skills: Technical Support, Field Engineering, Incident Management, SLA Management, Data Center Networking
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticip…
Risk Management - Stress Testing Lead - Vice president
Plano, Texas, United States · On-site
$124k–$208k/yr
Senior$1.6B raised
At JPMorgan Chase, risk professionals don't just manage risk — they anticipate it, challenge assumptions, and help the firm grow responsibly. As part of our Risk Management and Compliance organization, you will be at the…
Leverage your analytic skillset to unlock the future of product innovation and help shape how clients experience our offerings with the right pricing and positioning. As a B2B Payables Client Solution Specialist in the C…
Leverage your analytic skillset to unlock the future of product innovation and help shape how clients experience our offerings with the right pricing and positioning. As a B2B Payables Client Solution Specialist in the C…
Business Transformation, Product Manager-Payments-Vice President
Plano, Texas, United States · On-site
Senior+$1.6B raised
You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering …
Skills: Product Management, Business Transformation, Organizational Change Management, AI Product Literacy, Workflow Decomposition
Stantec Consulting International Ltd.
Texas Bridge & Structural Lead
Plano, Texas, United States · Hybrid
Senior+
A career in transportation is more than bridges, roads, and rail. As we plan, design, and manage projects that move people and goods from Point A to Point B, we create connections that transform our communities. Every ai…
Job DetailsJob Location: Plano Office - PLANO, TX 75024Travel Percentage: NegligibleJob Shift: DayTo apply for this role, the first required step is to complete the Culture Index Survey. Please click here to do so: Trave…
Skills: Client Relationship Management, Team Leadership, Strategic Consulting, Learning Management System Administration, Customer Retention
Job Description It’s about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives…
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Merchant Services Business Manager - Vice President
Plano, Texas, United States · On-site
Senior$1.6B raised
Join a team shaping the future of payments for small and medium businesses. You will partner with leaders to drive strategy, enhance execution, and deliver meaningful business outcomes. This is a high-impact opportunity …
Skills: Business Management, Product Operations, Financial Planning, Executive Communication, Storytelling
Publicis Groupe Holdings B.V.
Analyst, Commerce Media
Plano, Texas, United States · On-site
$54k–$72k/yr
Mid level
Company Description Digitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked…
Skills: Media Strategy, Media Planning, Amazon Digital Media, Strategic Planning, Budget Allocation
We have an opportunity for a Salesforce Solution Architect with expertise in Service Cloud. Our preference is for candidates living near a Perficient office. The role could require up to 25% travel annually. Perficient i…
Skills: Salesforce Architecture, Service Cloud, Sales Cloud, Experience Cloud, Salesforce Field Service
J.P. Morgan Wealth Management - Vice President - Product Manager
Plano, Texas, United States · On-site
Mid level$1.6B raised
As a Vice President - Product Owner in Wealth Management Servicing, you will contribute to the team by leveraging your expertise in product development to create innovative products that increases the productivity of our…
Skills: Product Management, Product Development Life Cycle, Business Requirements Documentation, User Experience Research, Data Analytics
Req ID: 375766 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are…
Skills: Salesforce Sales Cloud, Salesforce Service Cloud, Apex, SOQL, SOSL
Overview & Responsibilities Republic Finance is a dynamic and innovative company at the forefront of the consumer finance industry. We’ve been in business for over 70 years, and we are proud to be a trusted lender …
DESCRIPTION: Duties: Leverage customer data to generate insights that shape business and marketing strategies for deposit portfolios. Analyze large and complex datasets, translating them into recommendations that guide d…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree, postgraduate degree
Posted 80d ago
~40 hrs/week
Responsibilities
Lead the growth of the trust and fiduciary platform by building referral networks with attorneys and CPAs. Integrate trust services into the wealth experience and execute a strategic growth plan for new business.
Requirements
Requires a bachelor's degree and 10+ years of experience in trust, estate planning, or wealth management. A proven track record of business development and an established professional network in Texas and Oklahoma are essential.
Full job description
Join Our Team!
We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Director of Trust Strategy & Client Integration
Job Description
First United Bank has the fiduciary infrastructure, the institutional backing, and the integrated wealth platform to become a premier provider of trust and fiduciary services in the Texas and Oklahoma market. What we need now is the person who helps grow it.
This is a market-facing, relationship-driven, business development leadership position for a trust professional who is genuinely energized by building — not maintaining. The right candidate will become one of the most visible and influential trust professionals in this region.
This role carries significant influence over the strategic direction of the Trust platform — and the latitude to help shape what it becomes.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
Build the Referral Network
Develop and sustain referral relationships with estate planning attorneys, tax attorneys, CPAs, family offices, and centers of influence across Dallas/Plano and the broader TX/OK footprint
Build RIA and institutional partnerships — positioning First United as a trusted fiduciary partner, not a competitor
Represent Trust Services at estate planning councils, bar association events, and professional associations
Integrate Trust Into the Delos Wealth Experience
Partner with Delos Private Client Group advisors and financial planners to identify and convert trust opportunities within the existing client base
Train and educate advisors on trust capabilities and opportunity identification
Serve as the Trust resource in high-value client and prospect meetings
Own the Growth Strategy
Develop and execute the Trust platform’s growth strategy across internal and external channels
Track and manage a new business pipeline with consistent follow-through
Identify opportunities in institutional trustee services, directed trusts, and special needs trust administration
ADDITIONAL DUTIES AND RESPONSIBILITIES
Dresses professionally.
Recommends to supervisor possible methods to improve department.
Completes all required compliance exams on a yearly basis.
Adherence to all First United Policies and Procedures.
Performs other related duties as required and assigned.
EMPLOYEE SPECIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Education and Work Experience
Bachelor’s degree required
10+ years in trust, estate planning, or wealth management
Demonstrated success in trust business development or relationship management
Established network of estate planning attorneys and/or CPAs in the Texas and Oklahoma markets
Deep working knowledge of trust structures, estate planning concepts, and fiduciary principles
A track record of generating new trust business and referral relationships
Strongly Preferred:
J.D. with estate planning focus
CTFA, CFP, or equivalent
Series 65 (or willingness to obtain)
Prior bank trust department or trust company experience
This Role Is Right For You If…
You are energized by prospecting and business development
You are comfortable calling on attorneys and CPAs and asking for business
You think of yourself as a builder, not a maintainer
You want your income to reflect what you produce
You want a platform and the freedom to go develop it
This role is not the right fit if your strength is trust administration, you prefer managing existing relationships to building new ones, or you’ve never carried a pipeline or been measured on new business.
Why First United Bank:
A financially strong, independent community bank with deep Texas and Oklahoma roots
A Trust platform with fiduciary infrastructure, regulatory standing, and operational capability ready to scale
An integrated Wealth & Asset Management division — Delos Private Client Group, SLW Investments, and Financial Planning — serving HNW clients across the region
Executive leadership committed to Trust growth with the resources to compete
A Dallas/Plano market that is genuinely underserved by relationship-driven corporate trustees relative to the wealth that exists here
The opportunity to be one of the key architects in building something meaningful from the ground up — not simply joining it after it has already been built
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
All Locations:
Dallas-Uptown, Plano-Parkwood
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected]for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
First United Bank is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank." As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas.
First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas. www.firstunitedbank.com/locations
At First United, we believe that to spend life wisely, you should have a balance in the four pillars of wellness, personal development, financial well-being and faith. Check out our website blog at www.spendlifewisely.com.
Facebook: firstunited1
Twitter: @firstunitedbank
Google+: +firstunitedbank1
YouTube: firstunitedbank1
Member FDIC
NMLS # 400025
Offices: 1400 W Main, Durant, OK 74701, US · 9921 South Western, Oklahoma City, OK 73159, US · 1517 Centre Place Drive, Denton, Texas 76205, US · 6401 South Custer Road, McKinney, Texas 75070, US · 815 South Main Street, Sapulpa, OK 74066, US
Personal BankingPersonal LoansBusiness BankingAuto LoansMortgage LendingHome Equity LoansWealth ManagementLines of CreditCredit CardsCertificates of Deposit
Based on 238 listings with disclosed salaries, most consulting jobs in Plano, TX pay between $83k–$207k per year. Individual offers vary with seniority, company size, and specialization.
How many Consulting jobs are open in Plano, TX right now?
There are currently 568 open consulting positions in Plano, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Consulting roles in Plano, TX?
Companies currently hiring include NTT DATA North America, JPMorganChase, Capital One, Bank of America, PepsiCo, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Consulting jobs in Plano, TX?
Yes — 228 of the 568 open consulting positions offer remote or hybrid work (67 remote, 161 hybrid).
How do I apply for Consulting jobs in Plano, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.