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JTC Group · 5 hours ago

Regional Business Development Officer , West Coast– Strategic Partnerships

United States

Full-time

Remote

Senior Level

7+ years exp

JTC Group is a company focused on private client services, and they are seeking a Regional Business Development Officer to drive profitable new business development for their Strategic Alliance Partnerships platform. The role involves cultivating relationships with financial advisors and institutions to promote JTC's trust and administration services while ensuring compliance with fiduciary and regulatory requirements.

ConsultingFinanceFinancial ServicesReal Estate

Responsibilities

Increase the firm’s profitability by cultivating new business relationships and following up on all sales leads and calls

Attract new clients and retain existing clients by developing marketing materials, plan presentations and strategies

Conduct new business presentations to financial advisors, partner financial services firms and clients

Educate and advise our partners on our trust services and benefits of trusts

Maintain knowledge of trusts, estate planning, accounting and financial principles, and marketing and sales strategies

Determine client needs by meeting with them to gather information, review trust and estate planning needs; and determine appropriate strategy for closing sale

Review Trust Documents, negotiate agreements and fee schedules

Lead and manage RFP responses from receipt of initial RFP through to presentation and close of sale

Work in conjunction with internal administration and legal to review governing documents and investments

Work with internal resources for help in the preparation of new account documentation and onboarding; Effectively transition the client relationship to the JTC Trust Officer for ongoing servicing

Must be willing to travel frequently and be flexible with work and travel schedule

Assist in developing strategic plans to meet annual growth targets, including preparing and updating annual territory business plan

Understand and adhere to all department policies and procedures (and those of our Alliance Partner firms), including fiduciary & regulatory requirements to minimize JTC and client risks

Accept special projects to improve efficiencies, support the success of JTC, and enhance overall client experience

Qualification

Trust Services experienceWealth Management SalesEstate Planning knowledgeCommunication skillsPresentation skillsNegotiation skillsStrategic planningClient relationship managementAccountabilityGoal-orientedInitiativeTeam collaboration