West Coast Trust Growth Partner

SNFout; Irvine (CA); Remote; USD 150,000 - 400,000; Full time

Job summary

SNFout is seeking a Trust Business Development Officer for the West Coast to grow personal trust business through advisor and bank partnerships. This remote role reports to the Head of Strategic Partnerships and involves frequent travel.

You will build relationships with RIAs, wirehouses, regional banks and financial advisors; present trustee and trust administration services; negotiate terms and run RFPs from start to finish; and hand new relationships to the trust officer team after

Qualifications

• 5+ years in financial services sales, institutional sales or trust services
• Solid knowledge of trust types and estate planning strategies
• Bachelor's degree required, JD, MBA or CTFA preferred
• Excellent presenter and negotiator who works well independently

Responsibilities

• Build relationships with RIAs, wirehouse teams, regional banks and financial advisors
• Present corporate trustee and trust administration services to advisors and their clients
• Follow every lead through to a closed relationship
• Review trust documents and negotiate agreements and fee schedules
• Run RFPs from receipt to final presentation
• Hand new relationships to the trust officer team after onboarding
• Maintain an annual territory business plan

Skills

Relationship building

Negotiation

Presentation

Education

Bachelor's degree

JD/MBA/CTFA preferred

Job description

SNFout is seeking a Trust Business Development Officer for the West Coast to grow personal trust business through advisor and bank partnerships. This remote role reports to the Head of Strategic Partnerships and involves frequent travel.

You will build relationships with RIAs, wirehouses, regional banks and financial advisors; present trustee and trust administration services; negotiate terms and run RFPs from start to finish; and hand new relationships to the trust officer team after