Trust Sales Advisor

MRISpokane; Fort Worth (TX); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

MRISpokane, a growing private wealth and trust organization, seeks a Trust Sales Officer to build the Texas market. You will develop fiduciary relationships, collaborate with trust administration and wealth professionals, and focus on market development and new business opportunities.

You will create referral channels with attorneys and CPAs, manage complex wealth scenarios, travel across North and West Texas, and represent the firm in professional networks.

Qualifications

• Significant trust, fiduciary, estate planning or private wealth experience.
• Strong understanding of trust law and fiduciary structures.
• Proven track record building new business.
• Established professional network preferred.
• Ability to communicate credibly with sophisticated clients and advisors.
• Entrepreneurial and self-directed.
• Willingness to travel throughout the territory.

Responsabilités

• Develop new trust and fiduciary relationships throughout the Texas market.
• Build and maintain relationships with estate planning attorneys, CPAs, business owners and other centers of influence.
• Partner with commercial banking, private wealth and other internal teams to identify opportunities.
• Advise prospects and referral partners on sophisticated trust and estate strategies.
• Develop business around legacy planning, succession planning and multigenerational wealth.
• Identify opportunities involving complex and nontraditional assets.
• Create new prospecting channels beyond traditional referral sources.
• Coordinate closely with Trust Officers responsible for onboarding and ongoing administration.
• Develop reciprocal referral relationships across the broader organization.
• Represent the organization throughout relevant professional and community networks.

Connaissances

Trust sales

Relationship building

Business development

Networking

Strategic partnerships

Description du poste

Trust Sales Officer / Trust Sales Advisor

Location: Dallas-Fort Worth, Texas; Fort Worth preferred
Territory: North and West Texas with broader regional coverage as needed

Opportunity Overview

A growing private wealth and trust organization is expanding its presence in Texas and is seeking an experienced Trust Sales Officer to help build the market.

This is a true business development opportunity for a sophisticated trust professional who knows how to create relationships, develop referral channels and convert complex wealth-planning needs into new fiduciary business.

The successful candidate will work alongside dedicated trust administration and wealth professionals, allowing this position to remain focused on market development, strategic relationships and new business.

What Makes This Opportunity Different

• Opportunity to help build a trust presence in a major wealth market
• Dedicated trust administration partnership
• Existing commercial banking and wealth infrastructure
• Significant untapped internal referral opportunities
• Ability to build an external network of attorneys, CPAs and other centers of influence
• Sophisticated trust capabilities for complex client situations
• Entrepreneurial environment with significant autonomy
• Opportunity to develop new niches and business-development strategies
• Performance-based incentive opportunity
• Long-term growth potential as the market expands

Responsibilities

• Develop new trust and fiduciary relationships throughout the Texas market
• Build and maintain relationships with estate planning attorneys, CPAs, business owners and other centers of influence
• Partner with commercial banking, private wealth and other internal teams to identify opportunities
• Advise prospects and referral partners on sophisticated trust and estate strategies
• Develop business around legacy planning, succession planning and multigenerational wealth
• Identify opportunities involving complex and nontraditional assets
• Create new prospecting channels beyond traditional referral sources
• Coordinate closely with Trust Officers responsible for onboarding and ongoing administration
• Develop reciprocal referral relationships across the broader organization
• Represent the organization throughout relevant professional and community networks

Ideal Candidate Profile

• Significant trust, fiduciary, estate planning or private wealth experience
• Strong understanding of trust law and fiduciary structures
• Demonstrated success developing new business
• Established professional network strongly preferred
• Ability to communicate credibly with sophisticated clients and professional advisors
• Entrepreneurial and self-directed
• Comfortable creating a market rather than inheriting an established pipeline
• Strong relationship-building and consultative selling skills
• Willingness to travel throughout the territory

Preferred Business Characteristics

Experience developing relationships involving:

• High-net-worth and multigenerational families
• Business owners and succession planning
• Estate and legacy planning
• Complex or concentrated assets
• Agricultural, ranching, energy or real-asset wealth
• Settlement-related trusts
• Directed or specialized trust structures
• Attorney and CPA referral networks

Not a Fit If You

• Prefer waiting for internal referrals rather than creating opportunities
• Want to remain primarily focused on trust administration
• Cannot demonstrate a history of proactive business development
• Are uncomfortable networking with attorneys, CPAs and sophisticated professional partners
• Prefer a desk-based position with limited market activity
• Require significant day-to-day sales management
• Are unwilling to travel throughout the market

Compensation

The organization offers a competitive senior-level base salary plus performance-based incentive compensation tied to successful new business development.

Total compensation will reflect experience, market relationships, technical trust expertise and demonstrated production capabilities. Additional long-term compensation opportunities may be available based on position level and performance.