Fiduciary Services Manager - Houston

About Zions Bancorporation

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.

Fiduciary Services Manager – Houston, TX

• 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 projects as required.
• Monitor and assess the impact of changes in fiduciary, legal, accounting, and investment regulations.

• Bachelor’s degree; JD or CTFA preferred.
• 6–8+ years of experience with trusts, estates, or related experience (a combination of education and experience may meet requirements).
• 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.