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Trident Trust · 2 months ago

Private Client Business Development Director

Miami, Florida, United States

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Trident Trust is a leading independent provider of corporate, trust and fund services to the financial services sector worldwide. The company is seeking a dynamic Private Client Business Development Director to build and maintain relationships with law firms, accounting firms, and financial institutions serving Latin American clients on cross-border tax and estate planning.

AccountingFinanceFinancial ServicesFunding PlatformIntellectual Property

Responsibilities

Engage with high-net-worth individuals, families, and their advisors to understand complex estate planning needs

Building relationships with local attorneys, CPAs, and financial advisors

Recommend and implement trust structures across multiple jurisdictions in collaboration with Trident’s global network

Educate clients and intermediaries on the benefits and limitations of international and domestic trust services

Coordinate with internal teams to ensure seamless onboarding and administration of trust entities

Monitor regulatory developments and ensure compliance with applicable laws and Trident’s internal standards

Represent Trident Trust at industry events and contribute to thought leadership in the wealth planning space

Advise clients on wealth transfer strategies, tax planning, and asset protection

Results oriented, driven to exceed agreed sales goals and objectives

Maintain and grow an executive level, referral network of strategic accounts

Drive to exceed agreed sales goals and objectives

Provide a consultative sales approach for clients

Develop and run marketing campaigns

Consistently demonstrate our Values and expected behaviors

Other duties and responsibilities as assigned

Qualification

Legal backgroundAccounting/tax backgroundFluency in SpanishUS/Latam taxation knowledgeInterpersonal skillsWritten communicationVerbal communicationPresentation skills