Hybrid Trust Services BD Lead Growth & Partnerships

Osaic; Reno (NV); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation and sick time

Volunteer days

Job summary

Premier Trust in Nevada is seeking a Premier Trust Business Development Officer (BDO) on a full-time hybrid schedule, with a minimum of four days in the office. The role focuses on developing relationships with clients, referrals, and professionals while coordinating onboarding and trust services education.

The BDO will drive presentations, manage pipelines in Salesforce, and collaborate with teams to ensure smooth processes.

Qualifications

• Bachelor's degree preferred; high school diploma or equivalent in combination with significant experience will be considered.
• 2-3+ years of related experience and/or training or the equivalent combination of education and experience.
• Advanced skills in and personal computer operation; word processing, spreadsheet (e.g., Microsoft Word, Excel).

Responsibilities

• Establish, grow and maintain effective relationships with potential clients and their referral sources.
• Represents the company in various business development and industry related functions to further enhance the company's image.
• Tracks pending items, maintains communication with clients and onboarding staff for timely onboarding.
• Acts as a key client contact throughout onboarding to ensure seamless transition and handle exceptions.
• Ensures the sales process runs efficiently and recommends improvements for optimization.
• Creates and delivers presentations about the benefits of trust services to groups.
• Coordinates with team members to align processes with marketing materials and timelines.
• Prepares training content for clients, referrals, and new hires.
• Maintains Salesforce data and generates new business reports.
• May train staff and develop collateral in line with guidelines.
• Ensures confidentiality and compliance with policies and regulations.

Skills

Microsoft Word

Excel

Typing skills

Advanced math skills

Education

Bachelor's degree preferred

High school diploma or equivalent required

Tools

Salesforce

Job description

Premier Trust in Nevada is seeking a Premier Trust Business Development Officer (BDO) on a full-time hybrid schedule, with a minimum of four days in the office. The role focuses on developing relationships with clients, referrals, and professionals while coordinating onboarding and trust services education.

The BDO will drive presentations, manage pipelines in Salesforce, and collaborate with teams to ensure smooth processes.