Trust & Fiduciary Growth Executive

Trident Trust; Sioux Falls (SD); On-site; USD 90,000 - 150,000; Full time

Job summary

Trident Trust is seeking a seasoned business development professional in South Dakota to originate, develop, and grow trust and fiduciary services for domestic and international clients. The role demands deep U.S.

wealth planning knowledge and the ability to manage sophisticated client and intermediary relationships. You will collaborate with the Trust Services team, lead proposals, and navigate fiduciary, regulatory, and operational considerations while targeting strategic growth across

Qualifications

• Minimum five years of experience in trust administration and/or business development within trust, fiduciary, wealth management, private banking, or related financial services.
• Proven track record of originating and closing new business and achieving revenue targets.
• Strong network of professional intermediaries relevant to trust and fiduciary services.
• Deep understanding of U.S. trust and estate planning concepts, fiduciary structures, and wealth planning strategies.
• Familiarity with AML/KYC requirements, onboarding procedures, and fiduciary compliance standards.

Responsibilities

• Proactively identify, pursue, and convert new business opportunities for Trident’s trust and fiduciary services platform.
• Build, develop, and maintain a strong pipeline through active engagement with professional intermediaries, including attorneys, CPAs, RIAs, family offices, private banks, and other referral sources.
• Arrange and lead meetings with prospective clients and intermediaries with the objective of originating and closing new business.
• Take ownership of relationships throughout the full lifecycle, from initial sourcing through onboarding and long-term development.
• Prepare and deliver tailored proposals, presentations, fiduciary structures, and planning solutions in coordination with internal teams.
• Participate in the development and presentation of complex planning structures, including domestic and cross-border solutions.
• Collaborate closely with trust administration, compliance, onboarding, and operations teams to ensure seamless onboarding and execution.
• Achieve and exceed assigned sales and revenue targets, with clear accountability for performance.
• Maintain consistent follow-up and relationship management to generate repeat and referral business.
• Utilize CRM systems to track pipeline activity, manage relationships, and report to senior management.
• Stay current on legal, tax, regulatory, and market developments affecting fiduciary and wealth planning.
• Communicate pipeline activity, client developments, and strategic opportunities to senior management.
• Contribute to internal knowledge-sharing by communicating planning developments and market trends to colleagues.
• Support marketing and thought leadership efforts, including participation in conferences, presentations, and technical content development.
• Operate in alignment with fiduciary standards, risk frameworks, and compliance requirements
• Other duties as assigned

Skills

Trust administration

Business development

Wealth planning

Relationship management

Cross-border planning

Education

Bachelor’s degree

Tools

CRM systems

Job description

Trident Trust is seeking a seasoned business development professional in South Dakota to originate, develop, and grow trust and fiduciary services for domestic and international clients. The role demands deep U.S.

wealth planning knowledge and the ability to manage sophisticated client and intermediary relationships. You will collaborate with the Trust Services team, lead proposals, and navigate fiduciary, regulatory, and operational considerations while targeting strategic growth across