President - Trust Group
President - Trust Department
Bell & Associates Banking and Financial services group has been engaged to work on a search for their President of the Trust Department.
Our client is a $15 Billion plus regional banking group headquartered in Texas and with operations throughout Texas and Oklahoma. The information provided here should help determine if you may have interest in a brief conversation about this role. Often, this may not be enough information, or you may have an interest in making a change but not for this opportunity. If this is the case, please reach out for a confidential conversation about other opportunities that may match your career objectives.
WHAT DOES OUR CLIENT OFFER?
Competitive compensation packages Base salary of $200K+ along with incentive pay.
Strong footing and presence in the market and a full suite of trust and wealth management products allows for high visibility and the resources to work with all prospective clients.
Excellent benefits package including medical & dental plans, time off, retirement plans and more.
Potential for company stock.
ABOUT THE ROLE
The President of the Trust Company is responsible for the full range of activities carried out by the unit. The President will chair the trust and investment committees, be responsible for managing the trust group s sales efforts, and maintain administrative support systems while directing the strategic and budgetary goals. You will guide the trust group while reporting results and working with executive leadership of the bank.
PREFERRED BACKGROUND / SKILLS
10 + Years in a Trust company (Bank or non-bank)
Prior experience leading trust sales officers
Business development background with a network of COI s
Certifications preferred, CTFA, CFP, etc.
Masters, MBA or JD preferred but not required
Strong understanding of the regulatory environment and the ability to remain informed of changes.
Essentially, currently in a leadership role within a trust or wealth management organization.
BETTER TALENT. BETTER OPPORTUNITY. FIND IT HERE.
The Financial Institutions Group at Bell & Associates, Inc. works with top-tier broker-dealers, registered investment advisors (RIA), asset managers, investment banks, community and regional banks across the country.Are you a driven professional in the financial services industry seeking a new challenge? The Financial Institutions Group at Bell & Associates, Inc. is working on permanent