Trusts & Estates Director

Heritage Auctions; New York (NY); On-site; USD 175,000 - 225,000; Full time

Job summary

Heritage Auctions is seeking a Trusts & Estates Director based in New York. This role focuses on expanding T&E services and fostering relationships within the community. The position requires extensive experience in T&E-related fields and offers a competitive salary.

Benefits

Medical Coverage

Dental Coverage

Vision Coverage

Paid Time Off

401k Savings Plans

Daily Pay

Qualifications

• Ten-plus years' experience in T&E-related fields.
• Deep understanding of T&E services.

Responsibilities

• Develop and implement a strategic plan to maintain and expand client relationships.
• Pursue new business in the T&E landscape.

Skills

Client Relationship Management

Business Development

Networking

Education

Bachelor’s Degree

J.D.

CPA

Job description

Join to apply for the Trusts & Estates Director role at Heritage Auctions.

Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. Heritage Auctions is the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more.

Summary: The East Coast Director for Heritage Auctions will represent T&E services from the New York office and throughout the west coast. This key role is part of a national T&E network at Heritage and works closely with consignment directors (specialists) and leadership in the New York office and our Dallas headquarters. The charismatic and experienced individual in this position will foster strong relationships throughout the regional T&E community, promote understanding of the complete portfolio of Heritage T&E capabilities, and expand business from estate consignments to appraisal services.

Location: This full-time position is based in New York with limited travel required for T&E conferences.

Benefits:

• Medical, Dental, Vision coverage
• Paid time off
• 401k savings plans
• Daily Pay: Access your pay when you need it!

Compensation: $175,000 - $225,000. Commensurate based on experience.

Duties & Responsibilities:

• Develop and implement a strategic plan to maintain and expand client relationships and the Heritage Auctions T&E database.
• Pursue new business in the T&E landscape and successfully close deals and consignments.
• Establish networking relationships with key stakeholders, including advisors, insurance companies, lawyers, bankers, wealth managers, appraisers, museum representatives, and more.
• Represent Heritage Auctions T&E services at industry meetings, events, and conferences and report results.
• Foster business opportunities and stay abreast of industry developments.
• Travel as required to support opportunities.

Requirements:

• Deep understanding of T&E services including the unique roles and needs of wealth managers, attorneys, and tax advisors.
• Ten-plus years' experience in T&E-related fields, such as legal, tax, fiduciary, or T&E business development.
• Bachelor’s degree required; those with professional degrees such as J.D. or CPA with related T&E applications preferred.

Heritage Auctions provides authoritative estate appraisals, estate planning assistance, auction services, and private treaty sales. Heritage offers the highest caliber of experts to evaluate and appraise art and collectibles, with services including IRS, USPAP, and insurance-compliant appraisal reports for estate tax, charitable donation, insurance, and estate or financial planning purposes.

Heritage Auctions encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE.