Sr. Business Development Manager, Trusts
A leading Trust Company in Midtown Manhattan is seeking an experienced Trust professional to join their Business Development leadership.
The company provides sales, marketing and technical support, publications, trust planning and consulting for its national sister company.
With 20 years in the industry, the company is an independent and state-chartered trust company that has reciprocity to administer trusts for families across the US.
The Sr. Business Development Manager, Trusts works closely with the NYC team and the Managing Director of Business Development to build out the sales functions of the company.
Preferably an Attorney, the Sr. BD Manager will be knowledgeable of different types of Trusts and Planning, as well as Trust Law and Taxes in order to demonstrate expertise with their HNW client base.
There will be no Trust Administration involved in this role or at the NYC location. The BD Manager will work with referrals to develop and maintain those relationships, establish new client leads and engage with prospective business.
They will represent the company as a subject matter expert and will onboard and transition new client accounts.
Responsibilities :
Work with Managing Director on all business development initiatives
Maintain and develop industry referral sources
Technical Sales & Marketing
Onboarding new Trust Clients
Strong background in Trust Law and Administration
Review and vet Trust documents before sending them for administration.
Ability to travel and attend conferences
Qualifications
JD preferred
5+ years working directly with a Trust & Estates team as an Attorney, Officer, Administrator or Relationship Manager
Strong working knowledge of Trust Law, Tax and Administration
Experience working with high-net-worth families and family offices over 500M
For consideration, please email your resume to [email protected] and text her at 203-548-9232.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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