Business Development Officer
Core
Business Development Officer responsible for establishing and maintaining relationships with potential clients, referral sources, financial professionals, and attorneys to drive trust services growth.
Role type
Business Development Officer (BDO)
Builds
Trust services business pipeline and client onboarding
Domain
Trust Services / Financial Services
Deliverable
client delivery
Required skills
relationship building, client education, presentation delivery, process optimization, staff management, compliance verification, data entry, report generation
Preferred skills
Trust Administration, Financial Industry, Estate Planning experience
Technologies
Salesforce, Microsoft Word, Microsoft Excel
Responsibilities
Establish and grow relationships with potential clients and referral sources; represent the company at industry functions; track pending items and coordinate with onboarding staff; act as key client contact during onboarding; create and deliver presentations to groups of 2-200; manage and train staff; maintain confidentiality and comply with BSA/AML/OFAC policies.
Seniority
Mid-level, hands-on IC