- Manages a set of wealth clients to develop an understanding of their goals, needs and risk tolerance. Possesses a depth of knowledge on fiduciary duties, applicable laws, estate and financial planning.
- Responsible for leading client discussions within the realm of goals-oriented wealth management. Integrates technical expertise with information gathering and analysis to formulate solution-oriented advice for clients. Effectively communicates complex concepts to clients using easily understandable language.
- Provides dedicated client service through prompt, tactful, and diplomatic interactions; initiates regular client communication through written and verbal means.
- Develops and upholds a thorough understanding of Bank's fiduciary standards and practices, applying fiduciary knowledge and judgment to fiduciary relationships. Adheres to internal policies, processes, and procedures to ensure prudent risk management and judgment. Identifies fiduciary risk concerns and seeks appropriate resolutions.
- Nurtures relationships with referral sources and external professional advisors to expand the business; identifies and fosters new business prospects. Engages in community and professional organizations representing the Bank, identifying opportunities to showcase the Bank's expertise and leadership.
- Collaborates effectively with internal team members and external professional advisors to identify client needs and objectives, ultimately devising advice-driven solutions for clients.
- Offers leadership on fiduciary projects and committees.
- Provides guidance and mentorship to less experienced colleagues.
- Travels as necessary to meet with clients, taking into consideration revenue generation, new business prospects, or servicing requirements.
- Performs other duties as required.
- Bachelor's degree in Business or other related field required OR a combination of equivalent, relevant work experience along with a high school diploma or GED required.
- Seven or more years of progressive experience in wealth management or trust administration required.
- Certified Trust and Financial Advisor (CTFA) certification strongly preferred.
- Must demonstrate a thorough knowledge of governing documents as well as account agreement and related documentation.
- 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.
- Must be self-motivated team player with strong attention to detail, high level of accountability, and the ability to work independently.
- Strong computer skills, specifically with Microsoft Office suite of products, and the ability to learn and utilize custom banking systems and applications.
- Ability to maintain a high degree of ethical standards and complete confidentiality at all times.
-
Staffmark Group Dallas, United StatesAdvantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at leas ...
-
Wealth Administrator
1 day ago
Hilltop Holdings Fort Worth, United StatesBenefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more · The Wealth Administrator, part of PlainsCapital's Private Bank, is responsible for the administration of trust and investment agency accounts according to each account's governing in ...
-
Senior Wealth Advisor
2 weeks ago
Weaver Dallas, United StatesWeaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched · Weaver Capital Advisors, LLC . The firm is expanding into this new advisory service area to help high net worth a ...
-
Compliance Officer
4 weeks ago
Hilltop Securities Inc. Dallas, United StatesHilltopSecurities is currently hiring a Compliance Officer in Dallas, Texas or St. Paul Minnesota. The Compliance Department at Hilltop Securities Inc. is responsible for detecting, preventing, and mitigating compliance, regulatory and reputational risk for Hilltop Securities Inc ...
-
Sr Wealth Advisor
1 week ago
UMB Financial Corporation Dallas, United States Full timeThe Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. Th ...
-
Director of Trust
2 weeks ago
Security National Bank Dallas, United States Director of Trust & Wealth Management Services - Texas Security National Bank of Omaha Dallas, TX Full time Financial and Investment Planning Posted 20 days agoDirector of Trust & Wealth Management Services - Texas · Security National Bank of Omaha has posted the following job opening in Dallas, TX: Director of Trust & Wealth Management Services - Texas. Apply today at As a family-owned business that spans five decades and three gene ...
-
Senior Counsel
1 day ago
Comerica Bank Dallas, United States Full timeJob Description · Corporate and Fiduciary Counsel · The Corporate and Fiduciary Counsel is responsible for providing in-house legal support in connection with (i) fiduciary matters arising within Wealth Management (WM), particularly within Institutional Trust and (ii) general c ...
-
Senior Registered Client Associate
1 week ago
Ascendo Resources Dallas, United StatesResponsibilities: · Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity. · Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as neede ...
-
Wealth Advisor
2 weeks ago
The Judson Group Dallas, United StatesReference Number: MH7043Location: Dallas, TexasJudson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a · Wealth Advisor . This individual will be handling financial planning, retirement planning, and investment management for ...
-
Accounts Payable Associate
1 week ago
Level Four Group Dallas, United StatesOur Team is growing, and we need you · Come be a part of this disruption in the financial services marketplace · By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an e ...
-
Executive Personal Assistant
1 week ago
Delta Dallas Dallas, United StatesDelta Dallas is currently partnering with an independent investment firm in its search for an Executive Personal Assistant to support its co-founders. This role will be a true blend of executive and personal support, managing both business and personal support. · The ideal candi ...
-
Operations and Finance Analyst
1 week ago
Regan Capital Dallas, United StatesAbout the Firm · Regan Capital is an SEC-Registered Investment Advisor, with a successful track record spanning over 13 years managing fixed income, credit, and structured finance strategies for its predominantly institutional client base. Regan is continuing to expand its team l ...
-
CFO, Nonprofit
2 weeks ago
CliftonLarsonAllen Dallas, United States Full timeCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8 ...
-
Licensing Renewals Processor
1 week ago
Integrity Marketing Shared Services Center Dallas, TX, United StatesManage processing of license renewals and applications to ensure timely and accurate submissions. · Assist with important administrative tasks related to licensing. · Send out required documents to partner offices for license renewals; Work with 3rd party vendors to help file a ...
-
Senior Trust Officer
1 day ago
Bank of America Dallas, United States Full timeJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
-
Associate, Client Service I
2 weeks ago
BNY Mellon Dallas, United StatesBring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...
-
Client Advisory Team Director
3 weeks ago
Tolleson Wealth Management Dallas, United StatesJob Description · Job DescriptionDuties and Responsibilities: · Oversee, manage, prepare, analyze, and provide advice to wealthy families on all aspects of personal financial planning including but not limited to:Investments · Estate planning · Tax planning · Debt management · In ...
-
Staff Accountant
2 weeks ago
Tolleson Wealth Management Dallas, United StatesJob Description · Job DescriptionOverview: Dallas based private wealth management firm is looking to add value to their team by hiring a Staff Accountant. This is a critical role for the organization and will directly support the Corporate Controller with great exposure to leader ...
-
Staff Accountant
2 weeks ago
Tolleson Wealth Management Dallas, United StatesJob Description · Job DescriptionOverview: Dallas based private wealth management firm is looking to add value to their team by hiring a Staff Accountant. This is a critical role for the organization and will directly support the Assistant Controller with great exposure to leader ...
-
Trust Advisor
1 week ago
Gpac Dallas, United States Full timeWe are seeking an experienced TRUST ADVISOR to join our team managing client trusts and estates. As a Trust Advisor, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, tax planning, and provide personalized advice around ...
Senior Wealth Administrator - Dallas, United States - Hilltop Holdings
Description
Job DescriptionBenefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more
The Senior Wealth Administrator is responsible for the administration of complex trust and investment agency accounts according to each account s governing instrument and pursuant to the Bank s policies, procedures, and statutory requirements. Works closely with Wealth Strategists to identify and develop new business opportunities while maintaining the highest levels of service for existing clients. Maintains current knowledge on applicable regulations, statutes, and legal precedents.
Responsibilities
About Us
PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.
Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 59 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.
PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.
PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.
To learn more, please visit us online at