Sterling Foundation Management, LLC · 1 week ago
Strategic Partnerships Manager
Reston, VA
Full-time
Hybrid
Entry, Mid Level
2+ years expSterling Foundation Management is a national leader in tax-efficient trust planning and administration. They are seeking a driven Strategic Partnerships Manager to expand relationships with Registered Investment Advisors and wealth managers nationwide, primarily through internal sales and marketing efforts, with opportunities for travel and onsite visits.
Non-profit Organization Management
Responsibilities
Discover, develop and manage relationships with RIAs, financial advisors, and wealth managers
Execute targeted outreach campaigns, follow-up calls, and video meetings
Qualify opportunities and schedule presentations with Sterling executives
Educate advisors on how Sterling’s trust strategies integrate with client investment and estate plans
Track pipeline activity and relationship metrics in the CRM system
Meet or exceed quarterly goals for new advisor relationships and trust business
Qualification
Required
2-5 years of experience in financial services, trust administration, or advisor-facing roles
Proven ability to perform in your current role
Strong presentation and consultative communication skills
Ability to work independently and as part of a collaborative team
Results-oriented mindset with a focus on meeting and exceeding sales targets
Proficiency in Microsoft Office suite
Proven ability to get things done, practice drive to accomplish, intellectual curiosity, and professionalism consistent with Sterling's reputation
Preferred
Prior RIA, trust-industry experience, FINRA, securities, or insurance license strongly preferred but not required
Benefits
Comprehensive benefits
Company
Sterling Foundation Management, LLC
Sterling Foundation Management is the oldest national private foundation management firm in the country and is the nation's leading facilitator of sales of income interests in Charitable Remainder Trusts (CRTs).
11-50 employees
Funding
Current Stage
Early StageLeadership Team
George Loudenslager
Chief Financial Officer
Company data provided by crunchbase