Trust Sales and Growth Manager

Addison Group; Houston (TX); On-site; USD 165,000 - 175,000; Full time

Benefits offered by this job

401K matching plan

Flexible PTO

Health savings account (HSA)

Medical, dental, vision insurance

Discretionary bonus (dependent on performance)

Job summary

A financial services organization in Houston is seeking a Trust Sales and Growth Manager. This role involves building strong relationships with advisors, driving awareness of trust services, and assessing client needs. The ideal candidate should have over 10 years of experience in trust administration and business development, with a proven ability to drive growth. Offering a competitive salary and full-time employment with comprehensive benefits, this position is ideal for seasoned professionals passionate about client service.

Qualifications

• 10+ years of experience in trust administration, trust sales, business development, or a related field.
• Proven track record of driving business growth and successfully closing trust opportunities.
• High level of professionalism and client service.

Responsibilities

• Build and maintain strong relationships with advisor practices.
• Drive awareness and adoption of corporate trust services among advisors.
• Serve as a subject matter expert on trust services.
• Collaborate with advisors, clients, and estate attorneys through the sales pipeline.

Skills

Trust administration

Business development

Consultative mindset

Client service

Education

Bachelor’s degree

Advanced degree (preferred)

Job description

Trust Sales and Growth Manager

Location: Houston, TX

Base Pay

$165,000 - $175,000 per year

Additional Compensation

• Annual Bonus
• Commission based on experience

What You’ll Do

• Build and maintain strong relationships with advisor practices.
• Drive awareness and adoption of corporate trust services by helping advisors clearly articulate the value proposition to their clients.
• Serve as a subject matter expert on trust services, positioning solutions appropriately within advisor-led client relationships.
• Partner with advisors and their clients to assess trust and estate planning needs.
• Review trust administration requirements and recommend appropriate structures, pricing, and service models.
• Meet annual goals related to new trust assets and revenue growth.
• Collaborate with advisors, clients, and estate attorneys to move opportunities through the full sales pipeline—from identification through commitment and account opening.
• Facilitate the appointment of the trust company as successor trustee or agent.
• Ensure a smooth transition from business development to implementation and ongoing trust administration.

What You’ll Bring

• Bachelor’s degree required; advanced degree preferred but not required.
• 10+ years of experience in trust administration, trust sales, business development, or a related field.
• Proven track record of driving business growth and successfully closing trust opportunities.
• Consultative mindset with a high level of professionalism and client service.

Compensation and Benefits

• $165,000 - $175,000 Base pay, plus commission (based on experience).
• Discretionary bonus (dependent on performance).
• 401K matching plan
• Flexible PTO
• HSA
• Medical, dental, vision insurance

Why choose Addison Group?

• Pay: We negotiate high salaries using U.S. Bureau of Labor Statistics.
• Benefits & Bonuses: Eligible for medical, dental, vision insurance, 401K, and monetary bonuses.
• Permanent Employment: Many Addison job openings lead to potential permanent employment.
• Connections: Directly connect with hiring managers from renowned organizations.
• Professional Development: Receive hiring process advice, resume revision, and employment term negotiation.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales, Customer Service, and Business Development

Industry

Financial Services, Banking, and Investment Banking

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities upon request.