Full-time | Houston, Texas

At Sentinel Trust, we pride ourselves in providing our families with an exemplary level of personalized service. As a Senior Relationship Officer, you will serve as the primary point of contact for several individual client families and lead a team responsible for executing the day-to-day deliverables of client service, including relationship management, account administration, and fiduciary administration.

Key functions of this position include:

  • Leading others and serving as a resource to thoughtfully, timely, and without error:
    • On-board new clients
    • Support client relationships and proactively identify and resolve client issues
    • Administer accounts and perform fiduciary oversight functions
    • Coordinate the delivery of services (internal and external specialists)
    • Prepare and deliver client communications
  • Developing an in-depth understanding of client preferences, needs, and concerns, and using that understanding to craft recommendations and deliver timely and creative solutions.
  • Interfacing effectively with clients, prospects, and centers of influence to demonstrate the firm’s value proposition to support business development and client retention efforts.
  • Managing a variety of accounting-related functions, including:
    • Deposit and disbursement transactions
    • Budgets
    • Preparation and filing of tax returns
    • Financial statement analysis
    • Financial transaction reviews
    • Fees and expenses
  • Providing trust, estate, and wealth transfer planning advice.
  • Engaging in high level trust administration.
  • Performing risk management activities for assigned client families.
  • Interpreting wills, trusts, and other legal documents.
  • Working cross-functionally within the firm to ensure efficient workflows and the maximization of resources firm-wide.
  • Creating and maintaining an active network of peers and subject-matter experts to harvest ideas and to cultivate potential professional relationships.
  • Fostering positive employee relations and championing the firm’s strategic priorities, objectives, and policies.

Skills that would be an asset to this position include:

  • Self-motivation with a strong sense of initiative and accountability.
  • The ability to quickly adapt to change and skillfully address setbacks or ambiguity.
  • Business and financial acumen with an understanding of the firm’s objectives, operations, and market environment.
  • An aptitude for building relationships, improving team efficiency, and working collaboratively with a wide range of external stakeholders, professional service providers, and vendors.
  • A keen eye towards discovering and meeting clients’ stated or unstated needs and expectations.
  • Polished written and oral communication skills.
  • Well-developed critical thinking, deductive reasoning, and innovative problem-solving skills.
  • People management and influencing experience.
  • A demonstrated ability to timely manage multiple priorities and cross-functional teams.

Desired qualifications to apply for this position:

  • JD or CPA required.
  • CFP® designation strongly preferred.
  • Previous experience and demonstrated success leading client relationships in an entrepreneurial environment required.
  • Business-level use of Microsoft Office products, including Word, PowerPoint, Outlook, and Excel, and proficiency with Adobe Acrobat is required.
  • Acceptable results on background tests.

Please send your resume to humanresources@sentineltrust.com to apply.