Senior Relationship Manager - Trust (Onsite)

firstam; Las Vegas (NV); On-site; USD 102,000 - 136,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Employee stock purchase plan

Job summary

First American Trust, part of the First American family, is seeking a seasoned investment management sales professional to grow high-net-worth client relationships in a national scope.

You will develop leads, present fiduciary solutions, and oversee the full sales process from prospecting to closing, with emphasis on service excellence and compliance. This role offers a comprehensive benefits package and opportunities for advancement.

Qualifications

• 8+ years of trust/investment sales experience with HNW clients.
• Bachelor's degree or equivalent required; MBA/CFP/CFA preferred.
• Strong written and verbal communication skills.
• Proficient in fiduciary products and services.
• Ability to build relationships with advisors and clients.

Responsibilities

• Develop leads among attorneys, accountants and centers of influence to sell investment management and trust services.
• Present seminars on estate planning, trust and investment management to generate referrals.
• Assess clients' financial pictures and propose suitable fiduciary solutions.
• Manage the sales process from lead to account setup.
• Identify process improvements to increase efficiency.

Skills

Trust sales experience

HNW client relationships

Communication skills

MS Office proficiency

Self-motivation

Organizational skills

Education

Bachelor's degree or equivalent

MBA, CFP or CFA preferred

Tools

Microsoft Office Suite

Job description

Who We Are

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

Responsible for selling investment services and trust services to high-net-worth individuals and families. Accountable for developing his/her leads primarily through networking with key centers of influence and community organizations and leaders, as well as participating in presentations and events in order to meet revenue goals.

What You’ll Do:

• Develop external leads through solicitation of attorneys, accountants and other centers of influence including community leaders and organizations in order to sell investment management and trust business.
• Develop business opportunities through other FAT distribution channels that may exist currently or in the future.
• Provide periodic estate planning, trust and investment management seminars for prospects and /or professionals as appropriate to generate prospective business and referrals.
• Conduct review of prospect’s financial picture and recommend solutions to meet stated goals and objectives.
• During the sales process, provide detailed analysis of complex financial situations in order to propose the appropriate services to the prospective client.
• Use analytical and sales skills to relate individual customer asset situations to specific products, as well as interactive skills to comprehend prospect needs and respond with the appropriate solutions.
• Responsible for the sales process from inception through account set-up and opening.
• Identify issues and inefficiencies and recommend process improvements.

What You’ll Bring:

• 8+ years of trust and/or investment management sales experience with a strong background working specifically with HNW individuals and their advisors.
• Bachelor’s degree or equivalent combination of education and experience.
• MBA, CFP or CFA preferred.
• Working knowledge of fiduciary products and services, including personal trusts, living trusts, wills, investment management, custody services, financial planning, and estate planning, with the ability to address client questions and support sales discussions.
• Excellent written and verbal communication skills.
• Strong relationship-building and interpersonal skills.
• Self-motivated with the ability to work independently and take initiative.
• Strong organizational skills with the ability to manage multiple priorities and adapt to changing business needs.
• Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint.

Pay Range: $102,200.00 - $136,200.00 AnnuallyThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

What We Offer

By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it’s the right thing to do, but because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.