IW Corporate Trust Relationship Manager III

Locations: Dallas (DAL), Austin (AUS), Fort Worth (FTWT), Houston (HOUS), Kansas City (KSCY), Lincoln (LNCL), Oklahoma City (OKC), Phoenix (PHOE), San Antonio (SANAN), St Louis (STLPL), Tulsa (TUL). Areas of Interest: Corporate Trust.

Application Deadline: October 21, 2026.

Summary

If you are interested in a career in Institutional Wealth as a Relationship Manager working on some of the highest‑dollar‑amount deals you’ve only heard about, you’ve come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. As an industry‑leading provider of sophisticated financial solutions, we believe no challenge is too big and no opportunity is too small when we work together to build relationships.

Team Culture

Our motto is simple – “Do the right thing”. We are a collaborative, conscientious, and goal‑oriented team that values initiative and cares about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. Mentorship within the team is common and provides growth opportunities. Team members are located across the footprint, yet we work together to grow the business, share client accounts, participate in group learning, and practice candid communication through an open‑door policy. We bring problems and solutions to life, are receptive to feedback and constructive criticism, and believe in personal and shared accountability.

Responsibilities

• Coordinate services provided by other areas of the Bank, including Wealth Management Services, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax.
• Review fee schedules and analyze and evaluate fees and profitability of accounts.
• Ensure compliance with all applicable laws and regulations so clients operate within Bank standards.
• Analyze complex information and data to develop and recommend solutions to challenging projects.
• Identify opportunities to cross‑sell additional financial services to existing and prospective clients.
• Manage overall client relationship for the Department’s most complex and largest institutional corporate trust client accounts.

Qualifications

• Bachelor’s Degree in Business or a related field of study.
• 8–10 years of directly related experience, or 14–16 years of an equivalent combination of education and experience.

Working Conditions

Office environment with occasional travel.