Our client in the financial services sector is seeking a Trust Sales and Growth Manager to lead the expansion of their trust and estate planning division.
What You’ll Do
Build and maintain strong relationships with advisor practices.
Drive awareness and adoption of corporate trust services by helping advisors clearly articulate the value proposition to their clients.
Serve as a subject matter expert on trust services, positioning solutions appropriately within advisor-led client relationships.
Partner with advisors and their clients to assess trust and estate planning needs.
Review trust administration requirements and recommend appropriate structures, pricing, and service models.
Meet annual goals related to new trust assets and revenue growth.
Collaborate with advisors, clients, and estate attorneys to move opportunities through the full sales pipeline—from identification through commitment and account opening.
Facilitate the appointment of the trust company as successor trustee or agent.
Ensure a smooth transition from business development to implementation and ongoing trust administration.
What You’ll Bring
Bachelor’s degree required; advanced degree preferred but not required.
10+ years of experience in trust administration, trust sales, business development, or a related field.
Proven track record of driving business growth and successfully closing trust opportunities.
Consultative mindset with a high level of professionalism and client service.
Compensation and Benefits
$165,000 - $175,000 Base pay, plus commission (based on experience).
Discretionary bonus (dependent on performance).
401K matching plan
Flexible PTO
HSA
Why choose Addison Group?
Pay: We negotiate high salaries using US Bureau of Labor Statistics
Benefits & Bonuses: You are eligible for medical, dental, vision insurance benefits, 401K, and monetary bonuses
Permanent Employment: Many of Addison’s Administrative job openings lead to potential permanent employment
Connections: You connect directly with hiring managers from renowned organizations
Options: You are presented with multiple employment options near your home
Professional Development: You are provided with hiring process advice, resume revision, and employment term negotiation
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities upon request.
#J-18808-Ljbffr
What You’ll Do
Build and maintain strong relationships with advisor practices.
Drive awareness and adoption of corporate trust services by helping advisors clearly articulate the value proposition to their clients.
Serve as a subject matter expert on trust services, positioning solutions appropriately within advisor-led client relationships.
Partner with advisors and their clients to assess trust and estate planning needs.
Review trust administration requirements and recommend appropriate structures, pricing, and service models.
Meet annual goals related to new trust assets and revenue growth.
Collaborate with advisors, clients, and estate attorneys to move opportunities through the full sales pipeline—from identification through commitment and account opening.
Facilitate the appointment of the trust company as successor trustee or agent.
Ensure a smooth transition from business development to implementation and ongoing trust administration.
What You’ll Bring
Bachelor’s degree required; advanced degree preferred but not required.
10+ years of experience in trust administration, trust sales, business development, or a related field.
Proven track record of driving business growth and successfully closing trust opportunities.
Consultative mindset with a high level of professionalism and client service.
Compensation and Benefits
$165,000 - $175,000 Base pay, plus commission (based on experience).
Discretionary bonus (dependent on performance).
401K matching plan
Flexible PTO
HSA
Why choose Addison Group?
Pay: We negotiate high salaries using US Bureau of Labor Statistics
Benefits & Bonuses: You are eligible for medical, dental, vision insurance benefits, 401K, and monetary bonuses
Permanent Employment: Many of Addison’s Administrative job openings lead to potential permanent employment
Connections: You connect directly with hiring managers from renowned organizations
Options: You are presented with multiple employment options near your home
Professional Development: You are provided with hiring process advice, resume revision, and employment term negotiation
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities upon request.
#J-18808-Ljbffr