Finance & Banking • Irvine, California, United States
Remote West Coast Trust BD Officer - Grow Advisor Partnerships
Irvine, California, United StatesRemotePosted 10 hours ago
RemoteFinance & Banking
About the Role
SNFout is seeking a Trust Business Development Officer to drive growth on the West Coast by building partnerships with RIAs, banks, and advisors. The role is remote, with travel, and reports to the Head of Strategic Partnerships.
The candidate will lead from prospecting to closing, presenting trustee services and negotiating fees. A strong track record in financial services sales and an estate-planning mindset are essential.
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What You'll Do
SNFout is seeking a Trust Business Development Officer to drive growth on the West Coast by building partnerships with RIAs, banks, and advisors.
The role is remote, with travel, and reports to the Head of Strategic Partnerships.
The candidate will lead from prospecting to closing, presenting trustee services and negotiating fees.
A strong track record in financial services sales and an estate-planning mindset are essential.
