Institutional Trust Sales Consultant
About The Position
The Trust Consultant contributes to the growth of TIAA Trust, N.A.’s trust administration business by working directly with internal partners—including Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants—to identify TIAA clients who could benefit from having TIAA Trust, N.A. serve as trustee or co-trustee of new or established trusts. The consultant manages prospective opportunities through the trust acceptance process and serves as a subject matter resource and key engagement point for internal partners. The role trains internal partners on positioning TIAA Trust as trustee, reviews their books of business to identify prospects, and conducts due diligence and prospect interactions to gather required documentation and advance opportunities through acceptance. The consultant also works with prospects’ legal and tax advisors, maintains accurate sales and due diligence records, and follows internal processes and procedures.
Requirements
- At least 5 years of experience in institutional trust sales or business development.
- Experience prospecting and managing complex client opportunities.
Nice To Haves
- 7 or more years of work experience preferred.
- 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
- Train internal partners on positioning TIAA Trust as trustee.
- Review internal partners’ books of business to identify prospects.
- Conduct due diligence and interact with prospects and internal partners to gather required documents and move opportunities through the acceptance process.
- Work directly with prospects’ legal and tax advisors.
- Maintain careful and accurate records of the sales and due diligence process and adhere to internal processes and procedures.
- Serve as a key engagement point and subject matter resource for internal partners, including in prospecting.
Benefits
- Superior retirement program.
- Competitive health, wellness, and work-life offerings.
- Compensation package may include participation in performance-linked incentive programs, depending on the role.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
