Strategic Partnerships Manager – Trust Services

Lutheran Social Service of MN; Saint Paul (MN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Childcare assistance

Employee assistance program

Financial counselling

Wellness program

UKG Wallet for payroll access

Medical, dental, life, vision, 403(b)+

Job summary

Lutheran Social Service of Minnesota is seeking a results-driven Trust Services Growth Specialist to expand partnership networks and educate communities about financial planning options. You will build durable relationships with diverse stakeholders, conduct accessible workshops, and drive customer engagement and acquisition with autonomy.

The role emphasizes strategic outreach, CRM proficiency, and proven sales experience in a mission-driven setting, with opportunities to impact vulnerable

Qualifications

• Bachelor’s degree in Business, Marketing, Education, Disability Advocacy, Financial Planning or related field.
• 5+ years of experience is required.
• Demonstrated competence navigating CRM and other applicable software.
• Minimum of two years of direct sales, financial planning, education, or disability services advocacy experience with a proven record of success in guiding decisions without decision-making authority.
• Excellent oral and written communication skills.
• Must be self-starter, entrepreneur, and able to work with little day-to-day supervision.
• Must have a comfort level making “cold calls” to potential referral sources or clients.
• Ability to manage multiple projects simultaneously.
• A dedication to customer service.
• Desire to work with a mission-driven organization to help improve the lives of older and/or vulnerable citizens of Minnesota.
• Must be persistent in efforts, high emotional intelligence, adept at tailoring education to audience, and able to move relationships towards action. Must be an effective closer.
• Experience speaking in public in front of executive teams and large audiences.
• Experience working with emerging marketing alternatives.
• Must have a thorough knowledge of the mission of Trust Services and be able to communicate it clearly.
• Demonstrate adaptability and teachability.
• A valid driver's license, acceptable driving record, and a Motor Vehicle Check (MVR).

Responsibilities

• Grow the growth of LSS Trust Services by bringing in new partnerships and new Trusts.
• Build long-term community partnerships with diverse stakeholders and provide accessible workshops on financial planning for individuals with identified needs & their families/guardians/representatives.
• Sell by educating families and community members with the goal of bringing in people for whom our products are a good fit.
• Operate with a lot of autonomy and be held accountable to a high standard of Customer Engagement & Acquisition.
• Tailor messages for widely different audiences (individuals with identified needs, case workers, families, attorneys, financial planners, etc.).
• Close deals and move relationships towards action.

Skills

CRM proficiency

Communication skills

Cold calling

Public speaking

Relationship management

Entrepreneurial mindset

Self-motivation

Closing skills

Education

Bachelor’s degree (Business/Marketing/Education/Disability Advocacy/Financial Planning)

Tools

CRM

Job description

Lutheran Social Service of Minnesota is seeking a results-driven Trust Services Growth Specialist to expand partnership networks and educate communities about financial planning options. You will build durable relationships with diverse stakeholders, conduct accessible workshops, and drive customer engagement and acquisition with autonomy.

The role emphasizes strategic outreach, CRM proficiency, and proven sales experience in a mission-driven setting, with opportunities to impact vulnerable