Trust Business Development Officer
Thrivent
full-time
Posted on:
Location Type: Hybrid
Location: Appleton • Minnesota • Wisconsin • United States
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Salary
💰 $73,955 - $100,059 per year
About the role
- Identify, cultivate, and close new trust and fiduciary relationships (revocable and irrevocable trusts, estate administration, agency accounts, custody, etc.)
- Develop and execute a business development plan to meet annual revenue and asset growth goals
- Build and maintain referral relationships with attorneys, CPAs, financial advisors, and other COIs
- Represent the organization at networking events, community engagements, and professional associations
- Partner with Trust Officers, Portfolio Managers, and Wealth Advisors to deliver comprehensive fiduciary solutions
- Conduct discovery meetings to assess client needs and recommend appropriate trust services
- Ensure smooth onboarding and transition of new relationships
- Partner with other business areas to provide Trust services to both internal and external Advisors
- Provide support to Thrivent Field Representatives and independent advisors in client meetings, both virtual and in-person, presenting trust services
- Provide consultation to Thrivent Field Representatives and independent advisors for complex trust service needs
- Proactive identification of current training needs for the field which align with goals to increase Thrivent Trust Company awareness
- Collaborate with leaders to determine how to best to deliver training and what training is required
- Provide input in development of training courses and support materials
- Schedule and deliver trainings across various platforms virtual and in-person
- Maintain working knowledge of trust administration, estate planning strategies, fiduciary regulations, and tax considerations
- Ensure all new business opportunities align with fiduciary risk standards and compliance requirements
Requirements
- Bachelor’s degree in finance, business, accounting, or related field
- Minimum of 3 years of successful direct selling or sales support experience of trust services and/or investment management services, wealth management, private banking, or financial services
- Demonstrated competence in public speaking and training
- Intermediate Microsoft Office skills
- Working knowledge of fiduciary principles and estate planning concepts
- Strong sales, networking, and relationship-building skills
- Strong problem-solving skills and the ability to deal with numerous priorities simultaneously
- Goal-oriented self-starter who can work in an unstructured environment with minimal supervision
- Strong written and interpersonal communication skills
- Ability to work closely with internal and external business partners, current and prospective clients, strategic partners, attorneys and other professional centers of influence
- Position requires 30% travel
- Preferred: CFP (Certified Financial Planner), CTFA (Certified Trust and Fiduciary Advisor)
Benefits
- various bonuses (including, for example, annual or long-term incentives)
- medical, dental, and vision insurance
- health savings account
- flexible spending account
- 401k
- pension
- life and accidental death and dismemberment insurance
- disability insurance
- supplemental protection insurance
- 20 days of Paid Time Off each year
- Sick and Safe Time
- 10 paid company holidays
- Volunteer Time Off
- paid parental leave
- EAP
- well-being benefits
- other employee benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
trust administrationestate planningfiduciary regulationstax considerationsbusiness developmentsales supportpublic speakingtraining developmentMicrosoft Officerelationship management
Soft Skills
sales skillsnetworkingrelationship-buildingproblem-solvinggoal-orientedself-startercommunication skillsinterpersonal skillscollaborationtraining delivery
Certifications
CFPCTFA