Remote West Coast Trust BD Officer - Grow Advisor Partnerships

SNFout; Irvine (CA); A distancia; USD 150.000 - 400.000; Jornada completa

Descripción de la vacante

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.

Formación

• 5+ years in financial services sales, institutional sales or trust services.
• Bachelor's degree required; JD, MBA or CTFA preferred; strong presenter and negotiator.

Responsabilidades

• 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.

Conocimientos

Relationship building

Negotiation

Presentations

Business development

RFP management

Educación

Bachelor's degree

J.D.

MBA

CTFA

Descripción del empleo

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.