Senior Trust & Investment Relationship Manager

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

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.