Director of Trust Strategy & Client Integration

Join Our Team!We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.The PositionJob TitleDirector of Trust Strategy & Client IntegrationJob DescriptionFirst United Bank has the fiduciary infrastructure, the institutional backing, and the integrated wealth platform to become a premier provider of trust and fiduciary services in the Texas and Oklahoma market. What we need now is the person who helps grow it.This is a market-facing, relationship-driven, business development leadership position for a trust professional who is genuinely energized by building — not maintaining. The right candidate will become one of the most visible and influential trust professionals in this region.This role carries significant influence over the strategic direction of the Trust platform — and the latitude to help shape what it becomes.MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)Build the Referral NetworkDevelop and sustain referral relationships with estate planning attorneys, tax attorneys, CPAs, family offices, and centers of influence across Dallas/Plano and the broader TX/OK footprintBuild RIA and institutional partnerships — positioning First United as a trusted fiduciary partner, not a competitorRepresent Trust Services at estate planning councils, bar association events, and professional associationsIntegrate Trust Into the Delos Wealth ExperiencePartner with Delos Private Client Group advisors and financial planners to identify and convert trust opportunities within the existing client baseTrain and educate advisors on trust capabilities and opportunity identificationServe as the Trust resource in high-value client and prospect meetingsOwn the Growth StrategyDevelop and execute the Trust platform’s growth strategy across internal and external channelsTrack and manage a new business pipeline with consistent follow-throughIdentify opportunities in institutional trustee services, directed trusts, and special needs trust administrationADDITIONAL DUTIES AND RESPONSIBILITIESDresses professionally.Recommends to supervisor possible methods to improve department.Completes all required compliance exams on a yearly basis.Adherence to all First United Policies and Procedures.Performs other related duties as required and assigned.EMPLOYEE SPECIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functionsEducation and Work ExperienceBachelor’s degree required10+ years in trust, estate planning, or wealth managementDemonstrated success in trust business development or relationship managementEstablished network of estate planning attorneys and/or CPAs in the Texas and Oklahoma marketsDeep working knowledge of trust structures, estate planning concepts, and fiduciary principlesA track record of generating new trust business and referral relationshipsStrongly Preferred:J.D. with estate planning focusCTFA, CFP, or equivalentSeries 65 (or willingness to obtain)Prior bank trust department or trust company experienceThis Role Is Right For You If…You are energized by prospecting and business developmentYou are comfortable calling on attorneys and CPAs and asking for businessYou think of yourself as a builder, not a maintainerYou want your income to reflect what you produceYou want a platform and the freedom to go develop itThis role is not the right fit if your strength is trust administration, you prefer managing existing relationships to building new ones, or you’ve never carried a pipeline or been measured on new business.Why First United Bank:A financially strong, independent community bank with deep Texas and Oklahoma rootsA Trust platform with fiduciary infrastructure, regulatory standing, and operational capability ready to scaleAn integrated Wealth & Asset Management division — Delos Private Client Group, SLW Investments, and Financial Planning — serving HNW clients across the regionExecutive leadership committed to Trust growth with the resources to competeA Dallas/Plano market that is genuinely underserved by relationship-driven corporate trustees relative to the wealth that exists hereThe opportunity to be one of the key architects in building something meaningful from the ground up — not simply joining it after it has already been builtNOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.All Locations:Dallas-Uptown, Plano-ParkwoodIf any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at View email address on click.appcast.io for assistance.First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law. #J-18808-Ljbffr First United Bank