Fiduciary Services Manager, Houston
- 📁
- Wealth Management
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- Enterprise Services
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- 063898 Requisition #
Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are currently seeking a Fiduciary Services Manager to join our team. The position will be located in Houston, TX.
A Fiduciary Services Manager develops new business and promotes trust products and services. A successful candidate will: administer large and complex personal trust and estate accounts; work closely with Portfolio Managers, Specialty Asset Managers, and Wealth Advisors; make presentations both in-house and to prospective clients; assist with sales and marketing initiatives; serve on special committees and project as required; and monitor and assess the impact of changes in fiduciary, legal accounting and investment regulations.
Requirements:
- Requires a bachelors’ degree, JD or CTFA preferred
- 6-8+ years’ experience with trusts, estates, or other directly related experience.
- A combination of education and experience may meet requirements.
- Employs advanced knowledge as a specialist of trusts and estates.
- Uses judgement within broadly defined policies and practices.
- Work is accomplished without considerable direction.
- Exerts significant latitude in determining objectives of assignments.
- Represents the company through client contact and often performs project leadership role work.
- Interacts with management and senior client personnel on matters requiring coordination across organizational lines.
This position will be open until filled.
To review our Benefits Summary click here.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
Click here to view our EEO Statement.
Click here to view applicable Federal, State and/or local employment law posters.
Click here to view our Pay Transparency Notice.