Trust Business Development Officer

Role Overview

• Identify, cultivate, and close new trust and fiduciary relationships (revocable and irrevocable trusts, estate administration, agency accounts, custody, etc.)
• Develop and execute a business development plan to meet annual revenue and asset growth goals
• Build and maintain referral relationships with attorneys, CPAs, financial advisors, and other COIs
• Represent the organization at networking events, community engagements, and professional associations
• Partner with Trust Officers, Portfolio Managers, and Wealth Advisors to deliver comprehensive fiduciary solutions
• Conduct discovery meetings to assess client needs and recommend appropriate trust services
• Ensure smooth onboarding and transition of new relationships
• Partner with other business areas to provide Trust services to both internal and external Advisors
• Provide support to Thrivent Field Representatives and independent advisors in client meetings, both virtual and in-person, presenting trust services
• Provide consultation to Thrivent Field Representatives and independent advisors for complex trust service needs
• Proactive identification of current training needs for the field which align with goals to increase Thrivent Trust Company awareness
• Collaborate with leaders to determine how to best to deliver training and what training is required
• Provide input in development of training courses and support materials
• Schedule and deliver trainings across various platforms virtual and in-person
• Maintain working knowledge of trust administration, estate planning strategies, fiduciary regulations, and tax considerations
• Ensure all new business opportunities align with fiduciary risk standards and compliance requirements

Requirements

• Bachelor’s degree in finance, business, accounting, or related field
• Minimum of 3 years of successful direct selling or sales support experience of trust services and/or investment management services, wealth management, private banking, or financial services
• Demonstrated competence in public speaking and training
• Intermediate Microsoft Office skills
• Working knowledge of fiduciary principles and estate planning concepts
• Strong sales, networking, and relationship-building skills
• Strong problem-solving skills and the ability to deal with numerous priorities simultaneously
• Goal-oriented self-starter who can work in an unstructured environment with minimal supervision
• Strong written and interpersonal communication skills
• Ability to work closely with internal and external business partners, current and prospective clients, strategic partners, attorneys and other professional centers of influence
• Position requires 30% travel
• Preferred: CFP (Certified Financial Planner), CTFA (Certified Trust and Fiduciary Advisor)

Benefits

• various bonuses (including, for example, annual or long-term incentives)
• medical, dental, and vision insurance
• health savings account
• flexible spending account
• 401k
• pension
• life and accidental death and dismemberment insurance
• disability insurance
• supplemental protection insurance
• 20 days of Paid Time Off each year
• Sick and Safe Time
• 10 paid company holidays
• Volunteer Time Off
• paid parental leave
• EAP
• well-being benefits
• other employee benefits