Trust Business Development Officer

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Oklahoma CIty, OK
Job Type
Direct Hire
Jul 13, 2018
Job ID
Our client seeks to hire a trust/fiduciary sales officer.  This is an expanding company with an entrepreneur flair.  They are growing through acquisitions and organically.  As Trust Business Development Officer, you will participate in a robust, uncapped incentive plan. 
As Trust Business Development Officer, you will: 
  • Sell trust, investment agencies, foundations, and institutional products to HNW clients ($1 million and above) and businesses.
  • Build rapport with commercial lenders, private bankers, and bank leadership to generate referrals and close business
  • Build a network with the professional community i.e. CPA’s, attorneys, to generate sales referrals.
  • Partner with client advisors on non-fiduciary investment accounts.
  • Stay in contact with clients to gain additional business. 
  • You will spend 95% of your time in sales. 
As successful candidate for Trust Business Development Officer, you will have: 
  • Proven sales experience selling to high net worth individuals and business.  
  • Experience selling trust products preferred.  Will consider someone from a Registered Investment Advisor Firm (RIA).
  • Be a team player
  • Do what is best for the client
  • Focus on growing the company
  • Bachelor’s degree required
  • CTFA, CFP, AIF, JD, CWS etc. are a plus
  • Series 7, 66, Life & Health licenses or be willing to acquired
  • Clean U-4
Compensation:  Base salary plus generous incentive plan.  

Keywords:  Wealth Management, Investment Management, Trust