Trust/New Business Professional

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Dallas, TX
Job Type
Direct Hire
May 16, 2019
Job ID
Due to growth and marketplace demand, established financial services firm seeks Trust/New business professional to build and maintain key relationships with wire-house partners and advisors. Positions are available in West Palm Beach, Phoenix, Los Angeles, Milwaukee, Chicago, and Atlanta.
  • Firm has existing relationships with top wirehouses on a national basis; leverage those relationships to service and grow existing accounts
  • Department is expanding to meet market growth and demand in major cities
  • Will be responsible for introducing trust services to top 20% of advisors and working to bring additional assets under management
  • Review trust documents, interpret complex family structures, and negotiate fees
  • Work closely with financial advisors and outside client counsel to structure trusts, review investments and prepare documents
The ideal candidate will:
  • possess solid trust and/or wealth planning knowledge
  • have 5+ years’ experience with a track record of business development
  • be able to travel 4-6 days per month
  • be a self-motivated individual able to work in non-structured environment
*Advanced degrees/certifications preferred
*Low-mid 100’s base + incentive compensation; low-upper 200’s package