Trust Consultant

Royal Bank of Canada • Chicago, IL

1d • $94,000 - $165,000

About The Position

The Trust Consultant will be responsible for driving the positioning and sales of professional trustee services and charitable solutions within assigned territory by working with financial advisors to cultivate new trust opportunities using a menu of trustee and charitable partners. This position is also local subject matter expert to answer general questions on trust planning and administration.

Requirements

• Minimum of 10 years Financial Services industry experience with specific personal trust expertise
• Understanding of planning concepts including expertise in estate planning
• Excellent understanding of the financial services industry and branch office/financial advisor responsibilities
• Minimum of four-year college degree
• Strong oral and written communication skills, including proven presentation development and delivery skills
• Strong customer service perspective, style and understanding of relationship selling
• Proficiency with Microsoft Excel, Word, PowerPoint, Sales Force and Outlook
• Ability to travel a minimum of 35% of the time. Coverage includes branches in over 10 states.

Responsibilities

• Positioning trustee and philanthropic services within the wealth planning framework as an essential planning consideration
• Prospecting for new trusts with FAs using seminars, presentations, networking, one-on-one consultations, trust and book of business reviews
• Provide FAs support in identifying potential trust clients through the use of dashboards, opportunity reports and ideal/targeted client discussions
• Act as liaison between our trust partners and the advisors
• Serve as the subject matter expert in client meetings while coaching and modeling to an ideal wealth planning client experience.
• Provide guidance to advisors and their clients on the technical aspects of established trusts.
• Recruiting and onboarding new advisor’s established trust business.
• Educate and coach RBC Wealth Management’s FA, Client Strategies Team and other product and support teams on trust and giving strategies and opportunities

Benefits

• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees