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