Apply on Employer Site

Hightower Advisors · 3 hours ago

Trust Business Development & Integration

New York, NY

Full-time

Hybrid

Senior Level, Lead/Staff

$165K/yr - $175K/yr

10+ years exp

HighTower Advisors is a wealth management firm that provides investment, financial and retirement planning services. The Trust Business Development & Integration role involves working directly with advisors to integrate trust services into their client offerings, focusing on business development and client relationship management.

Financial Services

Comp. & Benefits

No H1B

U.S. Citizen Only

Responsibilities

Integrate Trust Services into Advisor Practices

Build relationships with Hightower’s Advisor Practices

Drive the adoption of trust services by ensuring advisors understand and can articulate the value of corporate trustee services for their clients

Work with advisors and their clients to align trustee/agent capabilities with their client’s trust and estate needs

Review client’s trust administration requirements and propose structure, pricing, and service model in alignment with the Hightower trust offering

Meet annual asset goals for new trust assets and revenue to the Hightower Trust Company

Work with advisors, clients and estate attorneys to drive new business opportunities through the pipeline from identification through commitment and account opening

Facilitate appointment of Hightower Trust Company as successor trustee

Qualification

Trust administrationBusiness developmentClient relationship managementStructured thinkingConsultative serviceContent developmentCommunication skills

Required

Bachelor's degree, masters or J.D. is a benefit but not required

10+ years of experience in trust administration, sales, or related fields

Demonstrated success in driving a successful business growth model by closing trust opportunities

Excellent communication skills across advisor, client, and corporate audiences, using clarity and poise to influence others

Highly structured thinking and a process-oriented approach to solving problems and engaging with colleagues and advisors

Proven ability to engage clients and advisors with professionalism and consultative service

Ability to contribute to the development of content, presentations, and initiatives to drive trust growth

Benefits

Coverage on the first day of employment for medical, dental, and vision insurance

Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)

Mother’s lounge onsite

Flexible PTO plan

Hybrid work schedule (minimum of 3 days in office)

Free brand-new gym in the Chicago office

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

Company

Hightower Advisors

Glassdoor4.1

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Founded in 2008

Westport, Connecticut, USA

201-500 employees