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Peak Trust Company · 14 hours ago

Business Development & Relationship Officer

Anchorage, AK

Full-time

Onsite

Entry, Mid Level

Peak Trust Company is seeking a Business Development & Relationship Officer (BDRO) to support thoughtful, relationship-driven growth across the firm. This role focuses on cultivating professional relationships, engaging prospective clients, and ensuring Peak’s services are communicated with professionalism and warmth.

Financial Services

Responsibilities

Serve as an initial point of connection for new inquiries, engaging prospects by phone, email, and web with professionalism and care

Qualify inbound inquiries based on service fit, assets, and jurisdiction, and guide prospects through Peak’s trust services and onboarding process

Build, maintain, and strengthen long-term relationships with referral partners such as attorneys, financial advisors, and other professionals

Participate in conferences, industry events, community gatherings, and educational forums to strengthen professional relationships on behalf of Peak

Maintain consistent, professional follow-up with prospects and referral partners to ensure relationships remain active and supported

Collaborate closely with marketing, fiduciary, and leadership teams to align relationship development with service delivery

Share observations and insights that support thoughtful, sustainable growth and enhance the client and referral experience

Qualification

Relationship managementInterpersonal skillsCommunication skillsBusiness developmentOrganizational skillsClient engagementProfessionalismListening skillsFollow-throughAttention to detail

Required

Strong interpersonal and communication skills, with the ability to build rapport through professionalism, listening, and follow-through

A relationship-driven mindset, you value consistency, reliability, and long-term connection

Comfort explaining complex concepts clearly and thoughtfully (financial or trust services experience is a plus)

Strong organizational skills and attention to detail, particularly around follow-up and communication

Experience in business development, relationship management, client engagement, or a similar role

Willingness to attend conferences and meet with partners in person as needed

Company

Peak Trust Company

Peak Trust Company is specialize in providing superior trust administration for trusts established pursuant

Founded in 1997

Anchorage, Alaska, USA

11-50 employees

https://www.peaktrust.com/

Funding

Current Stage

Early Stage

Leadership Team

Douglas Blattmachr

President & CEO

Abigail O'Connor

Chief Fiduciary Officer

Recent News

PR Newswire

Peak Trust Company Deepens Commitment to University of Alaska's Ted Stevens Legislative Internship Program with Third Consecutive Donation

2025-03-03

PR Newswire

Peak Trust Management Certificate Program to Welcome Inaugural Class

2025-02-06

PRNewswire

Peak Trust Company names Abigail O'Connor as Chief Fiduciary Officer

2024-04-04

Company data provided by crunchbase