Senior Institutional Trust Sales Strategist

Teachers Insurance and Annuity Association of America; Dallas (TX); On-site; USD 118,000 - 159,000; Full time

Job summary

The Trust Consultant role at Teachers Insurance and Annuity Association of America (TIAA) supports the growth of TIAA Trust, N.A.'s trust administration business through direct collaboration with internal partners such as Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants.

The position focuses on identifying clients who would benefit from TIAA Trust serving as trustee or co-trustee.

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 due diligence and gathers required documents to 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 of experience in Institutiona

Experience prospecting and managing

Education

University (Degree) Preferred

Job description

The Trust Consultant role at Teachers Insurance and Annuity Association of America (TIAA) supports the growth of TIAA Trust, N.A.'s trust administration business through direct collaboration with internal partners such as Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants.

The position focuses on identifying clients who would benefit from TIAA Trust serving as trustee or co-trustee.