Wholesaler, institutional seller or trust sales pro? This territory is wide open.
Job Title: Trust Business Development Officer - West Coast
Position Overview
Trust Business Development Officer - West Coast: A global fiduciary and trust company is hiring a hunter to grow its personal trust business through advisor and bank partnerships. You will report to the Head of Strategic Partnerships. Remote, based in a major West Coast metro near an airport, with frequent travel.
Your Day-to-Day
Build relationships with RIAs, wirehouse teams, regional banks and financial advisors
Present corporate trustee and trust administration services to advisors and their clients
Follow every lead through to a closed relationship
Review trust documents and negotiate agreements and fee schedules
Run RFPs from receipt to final presentation
Hand new relationships to the trust officer team after onboarding
Maintain an annual territory business plan
Why Join Us
Trust Business Development Officer - West Coast comes with uncapped growth potential, a strong fiduciary platform behind you and a team that hands off servicing so you can keep selling.
Qualifications
Trust Business Development Officer - West Coast: 5+ years in financial services sales, institutional sales or trust services; solid knowledge of trust types and estate planning strategies; bachelor's degree required, JD, MBA or CTFA preferred; excellent presenter and negotiator who works well independently.
Compensation: $150,000 - $400,000 depending on experience.
HP
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