Trust and Estates Director jobs in United States
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Heritage Auctions · 2 months ago

Trust and Estates Director

Heritage Auctions is one of the nation’s fastest-growing auction houses, focusing on treasured collectibles. The West Coast Director will represent Trusts & Estates services from the Beverly Hills office, developing client relationships and expanding business in the T&E landscape.

Auctions
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H1B Sponsor Likelynote

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

Qualification

Trusts & Estates expertiseBusiness developmentNetworking skillsLegal knowledgeCommunication skills

Required

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

Preferred

Those with professional degrees such as J.D. or CPA with related T&E applications preferred

Benefits

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

Company

Heritage Auctions

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Heritage Auctions is the collectibles auctioneer and auction house.

H1B Sponsorship

Heritage Auctions has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2021 (1)

Funding

Current Stage
Late Stage

Leadership Team

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James Halperin
Co-Founder & Co-Chairman
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Company data provided by crunchbase