Senior Institutional Trust Sales Consultant

Nuveen; 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

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.