Institutional Trust Sales Consultant
Core
Drive growth of TIAA Trust's trust administration business by identifying, managing, and moving prospects through the acceptance process to serve as trustee or co-trustee.
Role type
Senior Institutional Trust Sales Consultant
Builds
Trust administration services for new or established trusts
Domain
Financial Services / Trust Administration
Deliverable
client delivery
Required skills
Institutional Trust sales, prospecting complex opportunities, due diligence, legal/tax advisor interaction, consultative selling, relationship management
Preferred skills
Nonprofit/healthcare/higher ed sales, investment committee/board presentations, trust administration knowledge
Technologies
N/A
Responsibilities
Train internal partners on TIAA Trust positioning, review partner books of business to identify prospects, conduct due diligence and gather documents, work with prospect legal/tax advisors, maintain accurate sales records
Seniority
Senior, hands-on IC