Private Client

JTC Group; San Jose (CA); On-site; USD 140,000 - 220,000; Full time

Job summary

A financial services firm is seeking a Regional Business Development Officer to drive new revenue through strategic partnerships on the West Coast. The ideal candidate will possess at least 7 years of experience in Trust Services or Wealth Management Sales, along with a strong understanding of estate planning. This role involves cultivating client relationships, conducting presentations, and working collaboratively with internal teams to ensure seamless service transitions. A commitment to fostering an inclusive environment is also valued.

Qualifications

• Minimum 7 years’ experience in Trust Services or Wealth Management Sales.
• In-depth knowledge of types of trusts and estate planning strategies is vital.
• Must demonstrate strong initiative and accountability.
• Excellent communication and presentation skills, negotiate well, show initiative and accountability, and ability to work independently.

Responsibilities

• Increase the firm’s profitability by cultivating new business relationships.
• Conduct new business presentations to financial advisors.
• Determine client needs by meeting with them.
• Lead and manage RFP responses from receipt to presentation.
• Maintain knowledge of trusts, estate planning, accounting and financial principles, and marketing and sales strategies.
• Determine client needs by meeting with them to gather information, review trust and estate planning needs; and determine appropriate strategy for closing sale.
• Review Trust Documents, negotiate agreements and fee schedules.
• Lead and manage RFP responses from receipt of initial RFP through to presentation and close of sale.
• Work in conjunction with internal administration and legal to review governing documents and investments.
• Work with internal resources for help in the preparation of new account documentation and onboarding; Effectively transition the client relationship to the JTC Trust Officer for ongoing servicing.
• Must be willing to travel frequently and be flexible with work and travel schedule.
• Assist in developing strategic plans to meet annual growth targets, including preparing and updating annual territory business plan.
• Understand and adhere to all department policies and procedures (and those of our Alliance Partner firms), including fiduciary & regulatory requirements to minimize JTC and client risks.
• Accept special projects to improve efficiencies, support the success of JTC, and enhance overall client experience.

Skills

Trust Services expertise

Wealth Management Sales

Excellent communication skills

Negotiation skills

Ability to work independently

Strategic planning

Education

Undergraduate degree

JD, MBA or CTFA designation

MBA

CTFA designation

Job description

Regional Business Development Officer , West Coast– Strategic Partnerships

The Regional Business Development Officer reports to the Head of Strategic Partnerships. The role is accountable for profitable new business development for the JTC Strategic Alliance Partnerships platform.

This role is responsible for driving new revenue by cultivating and building relationships with RIAs, Wirehouse, Regional banks and Financial Advisors promoting JTC corporate trustee and administration services for personal trusts. Responsibilities include:

MAIN RESPONSIBILITIES AND DUTIES

• Increase the firm’s profitability by cultivating new business relationships and following up on all sales leads and calls.
• Attract new clients and retain existing clients by developing marketing materials, plan presentations and strategies.
• Conduct new business presentations to financial advisors, partner financial services firms and clients.
• Educate and advise our partners on our trust services and benefits of trusts.
• Maintain knowledge of trusts, estate planning, accounting and financial principles, and marketing and sales strategies.
• Determine client needs by meeting with them to gather information, review trust and estate planning needs; and determine appropriate strategy for closing sale.
• Review Trust Documents, negotiate agreements and fee schedules.
• Lead and manage RFP responses from receipt of initial RFP through to presentation and close of sale.
• Work in conjunction with internal administration and legal to review governing documents and investments.
• Work with internal resources for help in the preparation of new account documentation and onboarding; Effectively transition the client relationship to the JTC Trust Officer for ongoing servicing.
• Must be willing to travel frequently and be flexible with work and travel schedule.
• Assist in developing strategic plans to meet annual growth targets, including preparing and updating annual territory business plan.
• Understand and adhere to all department policies and procedures (and those of our Alliance Partner firms), including fiduciary & regulatory requirements to minimize JTC and client risks.
• Accept special projects to improve efficiencies, support the success of JTC, and enhance overall client experience.

ESSENTIAL REQUIREMENTS

• Minimum 7 years’ experience in Trust Services or Wealth Management Sales.
• In-depth knowledge of types of trusts and estate planning strategies is vital.
• Undergraduate degree is required, and a JD, MBA or CTFA designation is preferred.
• Candidates must have excellent communication and presentation skills, negotiate well, show strong initiative and accountability, and ability to work well independently in a goal-oriented environment.

OUR COMMITMENT TO INCLUSION & WELLBEING

JTC is committed to fostering a healthy, inclusive organization where all individuals feel welcome and able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.

Whether you are just starting out or seeking new challenges, JTC offers an environment where you can grow, develop, and succeed at every stage of your career.

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