Trust Sales & Growth Manager — Advisor Partnerships

Addison Group; Houston (TX); Vor Ort; USD 165.000 - 175.000; Vollzeit

Benefits dieser Stelle

401K matching plan

Flexible PTO

Health savings account (HSA)

Medical, dental, vision insurance

Discretionary bonus (dependent on performance)

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Trust administration

Business development

Consultative mindset

Client service

Ausbildung

Bachelor’s degree

Advanced degree (preferred)

Jobbeschreibung

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.