Trust Business Development & Integration jobs in United States
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Hightower · 2 months ago

Trust Business Development & Integration

Hightower 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, drive business development, and ensure client satisfaction throughout the onboarding process.

FurnitureManufacturingRetailWholesale
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Growth Opportunities
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Responsibilities

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 thinkingCommunication skillsConsultative serviceContent developmentPresentation skills

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

Preferred

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

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

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Hightower is a manufacturer and supplier of furniture and furnishing products for the technology, education, and hospitality sectors.

Funding

Current Stage
Growth Stage

Leadership Team

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Jenna Geigerman
President / COO
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Natalie Hartkopf
Chairman/Co-Owner
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Company data provided by crunchbase