Simmons Bank · 19 hours ago
Institutional Wealth Trust Strategist
Fort Worth, TX
Full-time
Onsite
Mid, Senior Level
4+ years expSimmons Bank is committed to bringing passion and customer focus to the business. The Institutional Wealth Trust Strategist ensures that accounts are administered appropriately while working closely with clients, their advisors, and portfolio managers.
BankingFinanceFinancial Services
Responsibilities
Administers assigned accounts according to the terms of the controlling document, applicable laws, regulations, and policies
Works with the Portfolio Management Group to ensure that all accounts are invested with appropriate asset allocation, if applicable
Work as part of the team to support sales efforts and obtain new clients
Maintains appropriate contact with clients and their advisors
Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients
Ensures that the appropriate accountings are provided to parties associated with the Trust Administrator’s clients
Responsible for all management duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff
Participates in community and civic activities
Assists in budget preparation
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training
Performs other duties and responsibilities as assigned
Qualification
Required
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations
Ability to read, analyze and interpret financial reports and/or legal documents
Ability to write simple-to-business correspondence, routine reports, and procedures
Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community
Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization
Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public
BS/BA Degree (4 year) from an accredited university/college or Four to six years of experience in wealth management
MS Word, Excel, and Outlook
Must have good organizational skills
Must have good oral and written communication skills
Must have good problem-solving skills with the ability to develop creative solutions
Must have good interpersonal skills
Preferred
CPA, CFP, Law Degree or ABA designation in the area managed is preferred
Courses related to investments, financial planning, estate administration, or another trust-related field is helpful
An ABA trust certification is preferable
Company
Simmons Bank
Simmons Bank serves customers through its rock-solid commitment to integrity, excellence, collaboration, and growth.
1001-5000 employees
H1B Sponsorship
Simmons Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (12)
2023 (3)
2021 (5)
Funding
Current Stage
Public CompanyTotal Funding
$625.09MKey Investors
Eosera
2025-09-09Post Ipo Debt· $325M
2025-07-22Post Ipo Equity· $300.07M
2024-10-15Grant· $0.01M
Leadership Team
Daniel Hobbs
Chief Financial Officer
Chris Van Steenberg
Executive Vice President, Chief Operating Officer
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