Trust Solutions Consultant for Internal Partners

TIAA; Frisco (TX); On-site; USD 118,000 - 159,000; Full time

Job summary

TIAA Trust, N.A. is hiring a Trust Consultant in Frisco, TX to grow our trust administration business by working with Wealth Management Advisors, Portfolio Managers, Trust Administrators and Financial Consultants.

You will identify prospects, conduct due diligence, and move opportunities through acceptance, collaborating with legal and tax advisors. Educational requirement is a university degree with 5+ years in Personal Trust sales; 7+ years preferred.

Qualifications

• 5+ years’ experience selling Personal Trust solutions.
• Ability to prospect, manage opportunities, and move business through the trust acceptance process.

Responsibilities

• Trains internal partners on the positioning of TIAA Trust as trustee.
• Reviews the internal partner’s book of business to identify prospects.
• Conducts all due diligence, prospect, and internal partner interaction to gather required documents and move the opportunity through the acceptance process.
• Work directly with prospect’s legal and tax advisors.
• Maintains careful and accurate records of the sales and due diligence process. Adheres to all internal process and procedures.
• Acts as a key engagement point for internal partners, not just in terms of prospecting, but in terms of subject matter expertise.

Skills

5+ years’ experience selling Personal 

Prospect and move through acceptance

Education

University (Degree) Preferred

Job description

TIAA Trust, N.A. is hiring a Trust Consultant in Frisco, TX to grow our trust administration business by working with Wealth Management Advisors, Portfolio Managers, Trust Administrators and Financial Consultants.

You will identify prospects, conduct due diligence, and move opportunities through acceptance, collaborating with legal and tax advisors. Educational requirement is a university degree with 5+ years in Personal Trust sales; 7+ years preferred.