Arden Trust Co
Overview
Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience, technology and resources to handle trusts effectively. Our approach is rooted in fostering a meaningful partnership with the family’s wealth management advisor to create a seamless trust experience. Together, we provide families with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives. Summary
Manage the internal sales for Arden Trust Company. Responsible for assisting, reporting and coordination of new business development. Assisting the sales manager, sales team, trust officers and financial advisors with new business proposals, inquiries from prospects, management of sales pipeline, client meetings and various administrative tasks. This position offers unique levels of service that will solidify the differentiated experience offered by Arden Trust. Essential Duties and Responsibilities
Partner with the Sales Manager in the day-to-day management of the sales platform including additional sales support, responding to inquiries and opportunities from our partners and financial advisors; and any leads generated through Kestra’s Network, Arden’s website, and Wealth Advisor Leads. Management of closed business and sales pipeline reporting capturing key business analytics for internal reporting. Management of reporting to partners of closed business and current sales pipeline. Managing the end-to-end KYC process Conducting preliminary reviews of trust documents and statement of assets in order to build out sales opportunities Coordinating with sales representatives on scheduling new accounts for acceptance. Management of the SalesForce platform as lead SalesForce administrator Responsible for the on-going training of current employees as well as the development and presentation of material to new hires with regards to Sales Force and sales processes Expand and deepen Arden’s relationships with existing partners via regular communication and email. Managing and updating marketing material with partner platforms. Coordination of client events; speaking engagements and sales conferences Creation of presentation material and analytic reporting Knowledge, Skills, and/or Abilities
Knowledge of and experience in trust, legal and investments. Experience in both Sales and Operations Ability to take on multiple tasks simultaneously and manage effectively. High attention to detail. High personal interaction skills and team player. Supervisory Responsibilities
None Education and/or Experience
3 or more years’ experience Certificates, Licenses, Registration
None Physical Demand
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to sit at a computer for long periods of time Standing, walking, talking, hearing, sitting, reaching, grasping Other Duties
Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice Internal Applicant Policy
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP. Benefits
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees). Disclosure
By applying to a job at Arden Trust Company ( a subsidiary of Kestra Financial, Inc.), you are agreeing to the following statements: You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment. Kestra Values
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM. #J-18808-Ljbffr
Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience, technology and resources to handle trusts effectively. Our approach is rooted in fostering a meaningful partnership with the family’s wealth management advisor to create a seamless trust experience. Together, we provide families with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives. Summary
Manage the internal sales for Arden Trust Company. Responsible for assisting, reporting and coordination of new business development. Assisting the sales manager, sales team, trust officers and financial advisors with new business proposals, inquiries from prospects, management of sales pipeline, client meetings and various administrative tasks. This position offers unique levels of service that will solidify the differentiated experience offered by Arden Trust. Essential Duties and Responsibilities
Partner with the Sales Manager in the day-to-day management of the sales platform including additional sales support, responding to inquiries and opportunities from our partners and financial advisors; and any leads generated through Kestra’s Network, Arden’s website, and Wealth Advisor Leads. Management of closed business and sales pipeline reporting capturing key business analytics for internal reporting. Management of reporting to partners of closed business and current sales pipeline. Managing the end-to-end KYC process Conducting preliminary reviews of trust documents and statement of assets in order to build out sales opportunities Coordinating with sales representatives on scheduling new accounts for acceptance. Management of the SalesForce platform as lead SalesForce administrator Responsible for the on-going training of current employees as well as the development and presentation of material to new hires with regards to Sales Force and sales processes Expand and deepen Arden’s relationships with existing partners via regular communication and email. Managing and updating marketing material with partner platforms. Coordination of client events; speaking engagements and sales conferences Creation of presentation material and analytic reporting Knowledge, Skills, and/or Abilities
Knowledge of and experience in trust, legal and investments. Experience in both Sales and Operations Ability to take on multiple tasks simultaneously and manage effectively. High attention to detail. High personal interaction skills and team player. Supervisory Responsibilities
None Education and/or Experience
3 or more years’ experience Certificates, Licenses, Registration
None Physical Demand
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to sit at a computer for long periods of time Standing, walking, talking, hearing, sitting, reaching, grasping Other Duties
Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice Internal Applicant Policy
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP. Benefits
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees). Disclosure
By applying to a job at Arden Trust Company ( a subsidiary of Kestra Financial, Inc.), you are agreeing to the following statements: You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment. Kestra Values
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM. #J-18808-Ljbffr