Regional Business Development Officer, West Coast – Trust and Private Wealth

Main Responsibilities And Duties

• Increase the firm’s profitability by cultivating new business relationships and following up on all sales leads and calls.
• Attract new clients and retain existing clients by developing marketing materials, plan presentations and strategies.
• Cultivate new business relationships by conducting new business presentations to financial advisors, partner financial services firms and clients.
• Educate and advise our partners on our trust services and benefits of trusts.
• Maintain knowledge of trusts, estate planning, accounting and financial principles, and marketing and sales strategies.
• Determine client needs by meeting with them to gather information, review trust and estate planning needs; and determine appropriate strategy for closing sale.
• Review Trust Documents, negotiate agreements and fee schedules.
• Lead and manage RFP responses from receipt of initial RFP through to presentation and close of sale.
• Work in conjunction with internal administration and legal to review governing documents and investments.
• Effectively transition the client relationship to the JTC Trust Officer for ongoing servicing.
• Must be willing to travel frequently and be flexible with work and travel schedule.
• Avoids conflicts of interest and adheres to all department policies and procedures, including fiduciary & regulatory requirements to minimize JTC and client risks.

Essential Requirements

• Minimum 7 years’ experience in Trust Services or Wealth Management Sales.
• In-depth knowledge of types of trusts and estate planning strategies is vital.
• Undergraduate degree is required, and a JD, MBA or CTFA designation is preferred.
• Excellent communication and presentation skills, negotiate well, show strong initiative and accountability, and ability to work well independently in a goal-oriented environment.

OUR COMMITMENT TO INCLUSION & WELLBEING

JTC is committed to fostering a healthy, inclusive organization where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.