Strategic Institutional Trust Consultant

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

Job summary

Teachers Insurance and Annuity Association of America seeks a Trust Consultant to drive growth in the trust administration business by partnering with Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants. The role focuses on identifying clients who could benefit from TIAA Trust, N.A.

serving as trustee or co-trustee for new or established trusts. The candidate should have 5+ years in institutional trust sales or business development and the ability to

Qualifications

• Educational requirements include a university degree or higher.
• 5+ years 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.
• 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

Teachers Insurance and Annuity Association of America seeks a Trust Consultant to drive growth in the trust administration business by partnering with Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants. The role focuses on identifying clients who could benefit from TIAA Trust, N.A.

serving as trustee or co-trustee for new or established trusts. The candidate should have 5+ years in institutional trust sales or business development and the ability to