Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Regional Trust & Wealth Director role involves leading and expanding the trust and wealth services in the Dallas market for a top-performing bank, impacting regional growth and market presence.
Responsibilities and impact
The candidate will build out the Dallas market for trust and wealth services, report to the Head of Trust and Wealth, and contribute to the bank's growth and service excellence.
Compensation and benefits
The position offers industry-leading benefits including medical, dental, vision, 401K, flex spending accounts, pet insurance, enhanced family leave, employee assistance program, discounts, and fitness offerings.
Experience and skills
Candidates should have 15+ years of fiduciary, trust officer, or estate and trust planning attorney experience, 5+ years of leadership experience, with JD required and CFP/CTFA preferred; market-building experience is strongly preferred.
Work environment and culture
The bank is described as having an incredible culture and is recognized for strength, stability, innovation, and outstanding service delivery.
Company information
The client is a top-performing, highly recognized bank in the US, noted for strength, stability, innovation, and multiple awards from Forbes and industry publications.
Job location and travel
The job is located in Dallas, Texas.
Unique job features
The role offers the opportunity to build a market for a leading bank with a strong culture and poised for explosive growth.
Company overview
The Anderson Search Group is a specialized executive search firm that focuses on recruiting top-tier talent for various industries, including finance, healthcare, and technology. They generate revenue by providing recruitment services to companies seeking highly qualified candidates for executive and senior-level positions. Founded in the early 2000s, the company has built a reputation for its personalized approach and deep industry expertise, which has enabled it to establish long-term relationships with both clients and candidates.
How to land this job
Tailor your resume to emphasize your 15+ years of fiduciary, trust officer, or estate planning attorney experience, highlighting any leadership roles held for 5+ years, as these are key for the Regional Director position at The Anderson Search Group.
Focus on showcasing your experience in building markets within Trust and Wealth, especially any achievements related to expanding business in the Dallas area or similar markets, since this aligns with the bank’s growth goals.
Apply to the position through multiple channels including The Anderson Search Group’s corporate website and LinkedIn to maximize your application’s visibility and chances of being noticed.
Connect with current employees or leadership within the Trust and Wealth division at The Anderson Search Group on LinkedIn, using ice breakers such as commenting on recent company awards or asking about the culture and growth plans mentioned in the job description.
Optimize your resume for ATS by incorporating keywords like 'Fiduciary Officer,' 'Trust Officer,' 'Estate and Trust Planning,' 'Leadership,' 'Market Building,' 'JD,' and 'CFP/CTFA' to ensure your resume passes initial automated screenings.
Utilize Jennie Johnson’s Power Apply feature to automate the application process across multiple platforms, tailor your resume for ATS, and identify relevant LinkedIn contacts to network with, allowing you to focus your time on preparing for interviews and other job search activities.
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