Institutional Trust Sales Consultant

TIAA; Dallas, Charlotte (TX, NC); On-site; USD 118,000 - 159,000; Full time

Job summary

Nuveen seeks an Institutional Trust Sales Consultant to drive growth in trust services across the Dallas and Charlotte markets. The role focuses on identifying opportunities, collaborating with Wealth Management Advisors and investment committees, and advancing complex client engagements from prospecting to acceptance.

Ideal candidates have 5+ years in institutional trust sales or business development and proven success in selling to nonprofits, healthcare, or higher education institutions.

Qualifications

• 5+ years of experience in Institutional Trust sales or business development.
• Experience prospecting and managing complex client opportunities.
• Experience selling to nonprofit, healthcare, or higher education organizations.
• Experience presenting to investment committees or boards.
• Trust administration or institutional trust knowledge.

Responsibilities

• Trains internal partners on the positioning of TIAA Trust as trustee.
• Reviews the internal partner’s book of business to identify prospects.
• Conducts due diligence, prospect, and internal partner interaction to gather required documents and move opportunities through the acceptance process.
• Works directly with prospect’s legal and tax advisors.
• Maintains careful and accurate records of the sales and due diligence process.
• Acts as a key engagement point for internal partners with subject matter expertise.

Skills

Institutional trust sales

Business development

Consultative selling

Relationship management

Prospecting

Portfolio management

Education

University degree preferred

Job description

Institutional Trust Sales ConsultantThis website uses cookies to improve your browsing experience. Continue browsing or dismiss this message to accept.### Institutional Trust Sales ConsultantApply: Dallas, TX, USA: Charlotte, NC, USA: Full time: Posted Yesterday: End Date: November 30, 2026 (29 days left to apply): R260700435**Trust Consultant** The Trust Consultant job contributes to the growth of TIAA Trust, N.A.'s trust administration business by direct interaction with internal partners (Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants) to identify, manage and move through acceptance, those TIAA clients that could benefit from having TIAA Trust, N.A. serve as trustee or co-trustee of new or established trusts. **Key Responsibilities and Duties*** Trains internal partners on the positioning of TIAA Trust as trustee.* Reviews the internal partner’s book of business to identify prospects.* Conducts all due diligence, prospect, and internal partner interaction to gather required documents and move the opportunity through the acceptance process.* Work directly with prospect’s legal and tax advisors.* Maintains careful and accurate records of the sales and due diligence process. Adheres to all internal process and procedures.* Acts as a key engagement point for internal partners, not just in terms of prospecting, but in terms of subject matter expertise.**Educational Requirements*** University (Degree) Preferred**Work Experience*** 5+ Years Required; 7+ Years Preferred**Physical Requirements*** Physical Requirements: Sedentary Work **Career Level** 8IC **Required Skills*** 5+ years of experience in Institutional Trust sales or business development* Experience prospecting and managing complex client opportunities.**Preferred Skills*** Experience selling to nonprofit, healthcare, or higher education organizations.* Experience presenting to investment committees or boards.* Trust administration or institutional trust knowledge.* Strong consultative selling and relationship management skillsRelated SkillsClient Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts**Anticipated Posting End Date:**2026-11-30Base Pay Range: $118,000/yr - $159,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).