Relationship Development Officer - Trust and Wealth
Austin, Texas, United States · On-site
Senior
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Relationship Development Officer - Trust and Wealth
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Full-time
bachelor degree, professional certificate
Medical Insurance, Dental Insurance, Vision Insurance, Long-term Disability Insurance, Life Insurance, 401(k) Matching
Posted 11d ago
~40 hrs/week
Responsibilities
Develop and maintain relationships with Centers of Influence such as attorneys and CPAs to generate fiduciary business opportunities. Serve as the primary point of contact for referral partners and collaborate with Wealth Advisors to grow the client base.
Requirements
Requires a bachelor's degree in Business, Finance, or a related field and demonstrated success in developing professional referral networks. Strong knowledge of fiduciary services, trust administration, and wealth management concepts is essential.
Full job description
Job Description
It’s about interactions more than transactions.
Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Relationship Development Officer – Trust and Wealth with Frost could be for you.
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. At Frost, we’re 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.
Who you are:
As a Relationship Development Officer – Trust and Wealth with Frost, you see the true value of others. You are passionate about people and eager to build relationships. In this role you will be responsible for developing new business through Centers of Influence and serving as a primary point of contact for referral partners. You are excited to be out in the community and representing Frost in a manner synonymous with our core values. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.
What you’ll do:
Develop, maintain, and deepen relationships with Centers of Influence (attorneys, CPAs, financial professionals, and other referral sources) 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 as needed
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
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you’ll need:
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
Additional Preferred Skills:
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
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
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 + more!
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. If this sounds like you, we encourage you to apply and see what’s possible at Frost.
Banking that’s people first, second and third. #ExactlyWhatYouUnexpected
Industry
Financial Services
Company size
5,001-10,000 employees
Founded
1868
Headquarters
San Antonio, Texas
LinkedIn followers
46,992
Frost provides banking, investments, and insurance services to businesses and individuals throughout Texas. Founded in 1868, Frost is now one of the 50 largest U.S. banks by asset size.
Since the beginning, we have been committed to making people’s lives better — our clients and our coworkers. When you work at Frost, it’s about more than a job. It’s about creating and delivering great experiences every time we interact with one another. It’s about teamwork, collaboration, and a commitment from everyone involved. It’s about the person who greets our clients at the door to those developing the latest technology to help us serve our customers in ways no other bank can. It’s about banking on our values to provide excellent customer service and fulfilling careers with competitive compensation, generous benefits, and a healthy work-life balance.
And it shows. It’s why we’ve been named No. 1 in Texas for Consumer Banking Customer Satisfaction by J.D. Power for 16 years in a row. For J.D. Power 2025 award information, see: jdpower.com/awards.
Visit our careers page to search for open positions and become a part of the Frost family: https://careers.frostbank.com
Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. For more information on our social media policies, please visit frostbank.com/social.
Offices: 111 W Houston St, San Antonio, Texas 78205, US