Chief Fiduciary Officer - Houston, TX

About the role

The Chief Fiduciary Officer for Texas Regional Bank’s Trust and Wealth Management division will be responsible for the prudent and proper administration of all accounts where TRB or one of its affiliates serves in a fiduciary capacity, particularly as trustee of revocable or irrevocable trusts and personal representative of decedent’s estates. This role serves as the functional leader for a statewide team of trust officers responsible for fulfilling the division’s fiduciary duties.

Responsibilities

• Oversee and develop a team of professionals dedicated to administering trusts and estates in a fiduciary capacity, including direct management responsibility.
• Establish and maintain policies and procedures to ensure prudent fiduciary decisions across the business, including new business review, account administration in accordance with governing documents, and overall risk management for the division.
• Partner with the division’s executive team to drive growth and profitability by participating in business development, helping avoid losses, and fostering a positive, team-oriented environment for fiduciary decision-making.
• Contribute to public commentary and analysis on estate planning and advisory topics to enhance the bank’s brand among key centers of influence.
• Play a key role in operational strategy, including vendor selection, outsourcing solutions, management of trust assets, workflow planning, and streamlining approval processes.
• Supervise responses to internal and external audits or examinations, ensuring questions or findings are appropriately addressed.
• Establish procedures to ensure consistent adherence to investment policies across the Trust business.
• Enhance the client experience by providing exceptional service and supporting department functions.
• Support and promote the Bank’s vision, mission, core values, organizational structure, and policies.
• Demonstrate strong analysis, observation, and decision-making skills while maintaining focus on key priorities.
• Maintain effective relationships with Board members, officers, employees, and the business and civic community through excellent interpersonal and communication skills.
• Remain composed under stress and perform effectively in high-pressure, fast-paced, and evolving environments.
• Provide strong, compassionate, and visible leadership to foster positive attitudes and trust among employees, customers, and prospects.
• Comply with federal and state regulations and all established bank policies and procedures.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree required.
• J.D. or CTFA (Certified Trust and Financial Advisor) required.
• A minimum of 8 years of experience in a financial institution or private practice focused on estate planning, trust and estate administration, or fiduciary litigation, with increasing levels of responsibility.
• Sound understanding of fiduciary risk.
• Exceptional writing, interpersonal, and client service skills.
• Ability to work in a fast-paced, evolving, team-based environment.
• Proven ability to collaborate effectively with others.
• Strong computer knowledge of Microsoft Suite applications.
• Maintain confidentiality at all times.
• Available for travel as necessary.
• Must be able to be physically present in the Bank to perform job duties.