Sales Associate
Arden Trust Co, Dallas, TX, United States
Posted Thursday, March 26, 2026 at 6:00 AM
Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.
Lead with Purpose, Partner with Impact. Manage the internal sales for Arden Trust Company. Responsible for assisting, reporting, and coordinating 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.
What You’ll Do:
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 the current sales pipeline.
Managing the end-to-end KYC process
Conducting preliminary reviews of trust documents and statements 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 the lead Salesforce administrator
Responsible for the ongoing training of current employees as well as the development and presentation of material to new hires with regards to Salesforce 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
What You Bring:
4 Year College Degree
3 or more years’ experience
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.
Internal Application 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 to support you:
Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
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.
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure
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.
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Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.
Lead with Purpose, Partner with Impact. Manage the internal sales for Arden Trust Company. Responsible for assisting, reporting, and coordinating 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.
What You’ll Do:
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 the current sales pipeline.
Managing the end-to-end KYC process
Conducting preliminary reviews of trust documents and statements 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 the lead Salesforce administrator
Responsible for the ongoing training of current employees as well as the development and presentation of material to new hires with regards to Salesforce 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
What You Bring:
4 Year College Degree
3 or more years’ experience
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.
Internal Application 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 to support you:
Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
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.
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure
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.
#J-18808-Ljbffr