Senior Institutional Trust Sales Consultant

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

Job summary

TIAA Trust, N.A. is seeking a Trust Consultant in Charlotte, NC to grow our institutional trust business by engaging internal partners and clients, guiding opportunities through the acceptance process and coordinating with legal and tax advisors.

The role emphasizes consultative selling, relationship management, and expertise in trust administration, with a base pay range of $118,000 to $159,000 per year, plus incentive opportunities based on performance.

Qualifications

• 5+ years of experience in Institutional Trust sales or business development.
• Experience prospecting and managing complex client opportunities.

Responsibilities

• 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.

Skills

5+ years in Institutional Trust sales

Prospecting & complex client ops

Education

University (Degree) Preferred

Job description

TIAA Trust, N.A. is seeking a Trust Consultant in Charlotte, NC to grow our institutional trust business by engaging internal partners and clients, guiding opportunities through the acceptance process and coordinating with legal and tax advisors.

The role emphasizes consultative selling, relationship management, and expertise in trust administration, with a base pay range of $118,000 to $159,000 per year, plus incentive opportunities based on performance.