Relationship Development Officer - Trust and Wealth

Location: Fort Worth, Texas, United States — Downtown

Company

hirify.global provides banking, investment, insurance, trust, and wealth management services to businesses and individuals throughout Texas.

What you will do

• Develop, maintain, and deepen relationships with attorneys, CPAs, financial professionals, and other referral sources.
• Generate fiduciary business opportunities and serve as the primary contact for referral partners and prospective clients.
• Participate in community, professional, and industry events to increase market visibility and strengthen referral networks.
• Lead RFPs and collaborate with Trust Officers, Wealth Advisors, and internal stakeholders on business development opportunities.
• Educate referral sources and prospects about trust, estate, fiduciary, and wealth management solutions.
• Document referral activity and support time-sensitive fiduciary business development situations.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, Marketing, or a related field, or equivalent experience.
• Demonstrated success developing professional referral networks and Centers of Influence.
• Strong knowledge of fiduciary services, trust administration, estate planning, and wealth management concepts.
• Excellent interpersonal, communication, presentation, networking, and relationship-building skills.
• Ability to work independently and collaborate effectively across multiple business units.

Nice to have

• Experience in trust, fiduciary, private banking, wealth management, or estate planning environments.
• CTFA, CFP, CFA, JD, CPA, or similar professional certification.
• Established network of professional referral sources within the market.

Culture & Benefits

• Integrity, caring, and excellence are core working principles.
• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement and health and wellness programs.
• Employee Assistance Program and referral bonus program.