FT Associate General Counsel, Fiduciary Services - Houston

Prosperity Bancshares
Houston
Workplace: OnsiteFull timeFunction: Legal, Risk & ComplianceExperience: 10-15 yearsSkills: ["Analytical","Negotiation","Drafting","Problem-solving","Communication","Presentation","Prioritization"]

Serve as the principal legal advisor to the bank’s Trust Department for fiduciary, trust, estate, and wealth management matters. Provide strategic guidance on trust administration, regulatory compliance, fiduciary risk, and client onboarding, while drafting and interpreting fiduciary documents and advising on specialty asset and discretionary distribution issues. Manage fiduciary litigation and regulatory inquiries, coordinate with outside counsel and internal stakeholders, and support fiduciary governance and remediation efforts.

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Prosperity Bancshares
Prosperity Bancshares
11 hours ago

FT Associate General Counsel, Fiduciary Services - Houston

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Job Summary

Serve as the principal legal advisor to the bank’s Trust Department for fiduciary, trust, estate, and wealth management matters. Provide strategic guidance on trust administration, regulatory compliance, fiduciary risk, and client onboarding, while drafting and interpreting fiduciary documents and advising on specialty asset and discretionary distribution issues. Manage fiduciary litigation and regulatory inquiries, coordinate with outside counsel and internal stakeholders, and support fiduciary governance and remediation efforts.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Director level

Key Responsibilities

  • •Provide legal advice on personal trust administration, estate settlement, guardianships, agency accounts, charitable/special needs trusts, ERISA qualified plans, IRAs, escrows, and 1031 exchanges.
  • •Interpret and advise on trust agreements, wills, court orders, beneficiary agreements, and related fiduciary documents, including review of new business acceptance.
  • •Manage litigation and dispute matters including fiduciary litigation, trust contests, beneficiary disputes, subpoena responses, and coordinate strategy with outside counsel and Bank General Counsel.
  • •Advise on regulatory and compliance areas impacting trust and wealth management, including banking, fiduciary, securities, privacy, and consumer protection regulations; assist with examinations, audits, and remediation.
  • •Identify and mitigate legal and fiduciary risks and support fiduciary governance by preparing legal updates and reviewing exceptions, policy waivers, and high-risk fiduciary matters.

Key Requirements

  • •Juris Doctor (J.D.) degree from an accredited law school.
  • •Active license and in good standing with a state bar association.
  • •Certification in Estate Planning and Probate, State Board of Legal Specialization, and Certified Trust and Fiduciary Advisor (CTFA) designation, plus LL.M. in Taxation or Estate Planning.
  • •Minimum 10-15 years of legal experience, preferably with a financial institution, trust company, regulatory agency, or law firm serving fiduciary clients.
  • •Significant experience in Trust and Estate law, fiduciary administration, banking law, and advising senior management; experience managing litigation and regulatory matters preferred.
Experience:10-15 yearsFinancial institutionTrust companyRegulatory agencyLaw firmFiduciary clientsWealth managementEstate planningBanking
Skills:AnalyticalNegotiationDraftingProblem-solvingCommunicationPresentationPrioritization
Licenses:State bar license (active, in good standing)
Certifications:Certified Trust and Fiduciary Advisor (CTFA)Estate Planning and Probate (State Board of Legal Specialization)

Company Brief

Prosperity Bancshares
Operates Prosperity Bank, a Texas-based regional banking franchise offering commercial and consumer banking services, lending, treasury management, and wealth-related solutions through a network of branches across Texas and Oklahoma.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Houston, United States
Founded: 1983
WebsiteLinkedIn