Trust Business Development Officer - West Coast

SNFout; Irvine (CA); Remote; USD 150,000 - 400,000; Full time

Job summary

SNFout is seeking a Trust Business Development Officer to drive growth on the West Coast by building partnerships with RIAs, banks, and advisors. The role is remote, with travel, and reports to the Head of Strategic Partnerships.

The candidate will lead from prospecting to closing, presenting trustee services and negotiating fees. A strong track record in financial services sales and an estate-planning mindset are essential.

Qualifications

• 5+ years in financial services sales, institutional sales or trust services.
• Bachelor's degree required; JD, MBA or CTFA preferred; strong presenter and negotiator.

Responsibilities

• Build relationships with RIAs, wirehouse teams, regional banks and financial advisors.
• Present corporate trustee and trust administration services to advisors and their clients.
• Follow every lead through to a closed relationship.
• Review trust documents and negotiate agreements and fee schedules.
• Run RFPs from receipt to final presentation.
• Hand new relationships to the trust officer team after onboarding.
• Maintain an annual territory business plan.

Skills

Relationship building

Negotiation

Presentations

Business development

RFP management

Education

Bachelor's degree

J.D.

MBA

CTFA

Job description

Wholesaler, institutional seller or trust sales pro? This territory is wide open.

Job Title: Trust Business Development Officer - West Coast

Position Overview

Trust Business Development Officer - West Coast: A global fiduciary and trust company is hiring a hunter to grow its personal trust business through advisor and bank partnerships. You will report to the Head of Strategic Partnerships. Remote, based in a major West Coast metro near an airport, with frequent travel.

Your Day-to-Day

• Build relationships with RIAs, wirehouse teams, regional banks and financial advisors

• Present corporate trustee and trust administration services to advisors and their clients

• Follow every lead through to a closed relationship

• Review trust documents and negotiate agreements and fee schedules

• Run RFPs from receipt to final presentation

• Hand new relationships to the trust officer team after onboarding

• Maintain an annual territory business plan

Why Join Us

Trust Business Development Officer - West Coast comes with uncapped growth potential, a strong fiduciary platform behind you and a team that hands off servicing so you can keep selling.

Qualifications

Trust Business Development Officer - West Coast: 5+ years in financial services sales, institutional sales or trust services; solid knowledge of trust types and estate planning strategies; bachelor's degree required, JD, MBA or CTFA preferred; excellent presenter and negotiator who works well independently.

Compensation: $150,000 - $400,000 depending on experience.

HP