West Coast Strategic Partnerships Lead – Wealth & Trust

JTC Group; San Jose (CA); On-site; USD 140,000 - 220,000; Full time

Job summary

A financial services firm is seeking a Regional Business Development Officer to drive new revenue through strategic partnerships on the West Coast. The ideal candidate will possess at least 7 years of experience in Trust Services or Wealth Management Sales, along with a strong understanding of estate planning. This role involves cultivating client relationships, conducting presentations, and working collaboratively with internal teams to ensure seamless service transitions. A commitment to fostering an inclusive environment is also valued.

Qualifications

• Minimum 7 years’ experience in Trust Services or Wealth Management Sales.
• In-depth knowledge of types of trusts and estate planning strategies is vital.
• Must demonstrate strong initiative and accountability.

Responsibilities

• Increase the firm’s profitability by cultivating new business relationships.
• Conduct new business presentations to financial advisors.
• Determine client needs by meeting with them.
• Lead and manage RFP responses from receipt to presentation.

Skills

Trust Services expertise

Wealth Management Sales

Excellent communication skills

Negotiation skills

Ability to work independently

Education

Undergraduate degree

JD, MBA or CTFA designation

Job description

A financial services firm is seeking a Regional Business Development Officer to drive new revenue through strategic partnerships on the West Coast. The ideal candidate will possess at least 7 years of experience in Trust Services or Wealth Management Sales, along with a strong understanding of estate planning. This role involves cultivating client relationships, conducting presentations, and working collaboratively with internal teams to ensure seamless service transitions. A commitment to fostering an inclusive environment is also valued.