Personal 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 clients who may benefit from TIAA Trust, N.A. serving as trustee or co-trustee of new or established trusts. The consultant manages prospective opportunities and guides them through the trust acceptance process, serving as a subject matter expert and key engagement point for internal partners. The role involves training internal partners on how to position TIAA Trust as trustee, reviewing partners’ books of business to identify prospects, conducting due diligence, gathering required documentation, and coordinating with prospects’ legal and tax advisors. The consultant maintains accurate sales and due diligence records and follows internal processes and procedures.
Requirements
- At least 5 years of experience selling Personal Trust solutions.
- Ability to prospect, manage opportunities, and move business through the trust acceptance process.
Nice To Haves
- Personal Trust administration experience.
- Experience partnering with Wealth Management Advisors or Financial Consultants.
- A proven track record of meeting sales or revenue goals.
- Strong presentation and relationship management skills.
- University degree preferred.
- 7 or more years of work experience preferred.
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 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 expert for internal partners.
Benefits
- Superior retirement program.
- Health, wellness, and work-life offerings.
- Potential participation in performance-linked incentive programs, depending on the role.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
