Institutional Trust Sales Consultant

TIAA•Frisco, TX

12d•$118,000 - $159,000•Onsite

About The Position

The Trust Consultant job contributes to the growth of TIAA Trust, N.A.'s trust administration business by direct interaction with internal partners (Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants) to identify, manage and move through acceptance, those TIAA clients that could benefit from having TIAA Trust, N.A. serve as trustee or co-trustee of new or established trusts.

Requirements

5+ years of experience in Institutional Trust sales or business development
Experience prospecting and managing complex client opportunities.
University (Degree) Preferred
5+ Years Required; 7+ Years Preferred
Physical Requirements: Sedentary Work

Nice To Haves

Experience selling to nonprofit, healthcare, or higher education organizations.
Experience presenting to investment committees or boards.
Trust administration or institutional trust knowledge.
Strong consultative selling and relationship management skills

Responsibilities

Trains internal partners on the positioning of TIAA Trust as trustee.
Reviews the internal partner’s book of business to identify prospects.
Conducts all due diligence, prospect, and internal partner interaction to gather required documents and move the opportunity through the acceptance process.
Work directly with prospect’s legal and tax advisors.
Maintains careful and accurate records of the sales and due diligence process. Adheres to all internal process and procedures.
Acts as a key engagement point for internal partners, not just in terms of prospecting, but in terms of subject matter expertise.