Director – Relationship Management » STRATA Trust Company Director – Relationship Management » STRATA Trust Company
HOLIDAY CLOSURE: Our offices will be closed on Monday, May 27, 2024, in observance of the Memorial Day holiday. We will reopen for regular business hours on Tuesday, May 28, 2024. 

Director – Relationship Management


We have an immediate opening for an experienced Director of Relationship Management in our Waco office to represent STRATA and our bedrock values. As a leader at STRATA, you will focus on building strong personal relationships with financial professionals, clients, and team members to deliver the ultimate client experience. You will inspire, motivate, and set critical goals for your team to help expand the depth and breadth of our footprint within the self-directed IRA industry. Success in this role requires excellent communication, professionalism, customer service, teamwork, flexibility, and time management skills. We are seeking high-potential candidates to join our team at our Waco office, located at 7901 Woodway Dr.

To excel in this role, you must possess strong communication and interpersonal skills, energetic team management and coaching abilities, and a solid passion for helping others. You will be expected to make decisions, create and support change, and have a growth mindset – while growing yourself.



STRATA Trust Company is a fast-growing self-directed IRA custodian which serves individuals and institutional clients nationwide that invest in alternative assets using retirement funds. Self-directed IRAs allow individuals to save for retirement by providing a wider array of investment options than banks and brokerage firms.  Investments include alternative investments such as real estate, trust deeds, precious metals, private equity and debt offerings, as well as crowdfunding and investment portals, and more. As a subsidiary of Horizon Bank based in Austin, Texas, the company is regulated by federal and state banking authorities.

Our trajectory of growth is exciting, and we are ready to take it to the next level with talented, passionate individuals who love to work with people and want to be valuable contributors to our future growth and success. That is just part of the reason that STRATA is a great place to work!



Key highlights include:

  • Oversight and development of the Relationship Management team to ensure the team is nurturing and growing key relationships, while defining the key performance metrics for delivering an exceptional client experience at each touch point
  • Successfully foster and implement scalable solution-focused services and resources to effectively engage and retain business providers throughout the relationship life cycle
  • Collaborate with the internal team regularly to ensure business provider/client satisfaction goals are met and carry through to our net promoter scores
  • Support our sales and processing efforts through strong communication with our Onboarding, Business Development, Marketing and Processing teams
  • Plan, organize, and conduct meetings and present to stakeholders related to team and individual relationship management strategies and initiatives
  • Continuously evaluate and identify growth opportunities and strategies to help drive internal service and operation process improvements that positively impact the client experience
  • Conduct relationship reviews and satisfaction surveys quarterly and annually, or as needed, to ensure we are meeting and exceeding client expectations and needs
  • Other duties as assigned and/or taken on



The ideal candidate is an experienced leader in relationship management who possesses:

  • Bachelor’s degree required, and 10 plus years of relationship management experience, preferably in the financial services industry, or the equivalent combination of education and experience which demonstrates the knowledge, skills and abilities to perform the job duties of this position
  • Highly developed sense of integrity, optimism, self-motivation, proactiveness, and results-drivenness
  • Strong verbal and written communication skills and analytical capabilities
  • Solid organizational and time management skills
  • Excellent computer skills and experience with Microsoft Office Suite– Outlook, Word, Excel and PowerPoint
  • Demonstrated ability to take initiative and contribute to the team’s success
  • Knowledge of investments or experience with investment processing is a plus, particularly if it includes alternative assets



Our commitment to our employees goes beyond base pay—it includes the tangible things like salary, benefits, and special employee programs such as training & development, wellness, and flexible sick time. Equally important are the intangible factors like challenging work, a community focused mindset, and the opportunity to grow professionally. We do not hire resources; we invest in people.

Benefits available to you include:

  • Health coverage options including Medical, Dental, and Vision
  • Wellness Program that incentivizes you with premium cost savings
  • Employee Assistance Program to help you with life’s challenges
  • Basic Group term Life and AD&D to protect you and your family
  • The opportunity to become a shareholder of the Bank through our 401k Retirement Plan
  • Time off policies meant to support your work-life balance
  • Discounts on Pet Insurance



This is a great opportunity to join a successful and fast-growing company with a national footprint. If you think that you could be the perfect fit, please apply now. Submit your resume and contact information for consideration.

Good luck, and we look forward to hearing from you!


At STRATA Trust, we rely on diversity of culture and thought to deliver on our goals. To ensure this we seek talented, qualified people for all of our career opportunities, regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, veteran status, or any other protected classification under federal, state and/or local laws. STRATA is proud to be an Equal Employment Opportunity/Affirmative Action Employer.