Trusts and Estates Director

Duties & Responsibilities

• Develop and implement a strategic plan to maintain and expand client relationships and the Heritage Auctions T&E database.
• Pursue new business in the T&E landscape and successfully close deals and consignments.
• Establish networking relationships with key stakeholders, including advisors, insurance companies, lawyers, bankers, wealth managers, appraisers, and more.
• Represent Heritage Auctions T&E services at industry meetings, events and conferences and report results.
• Foster business opportunities and stay abreast of industry developments.
• Travel as required to support opportunities

Requirements

• Deep understanding of T&E services including the unique roles and needs of wealth managers, attorneys and tax advisors.
• Ten-plus years' experience in T&E-related field, such as legal, tax, fiduciary or T&E business development.
• Bachelor’s degree required; those with professional degrees such as J.D. or CPA with related T&E applications preferred.

About Heritage Trusts & Estates Services

Heritage Auctions provides estate planning assistance, auction services, and private treaty sales. Individuals and collectors, as well as trustees, executors, and fiduciaries responsible for estate tangible property, rely on Heritage for a complete suite of estate services. Heritage Auctions Appraisal Services, Inc, a separate company, provides USPAP-compliant appraisals for estate, insurance, equitable division, and other needs.

Benefits

• Medical, Dental, Vision coverage
• Paid time off
• 401k savings plans

Compensation

$175,000 - $225,000. Commensurate based on experience