Trust Business Development Officer - West Coast

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