Trust Sales
Midwest, WY · On-site
BUSINESS DEVELOPMENT OFFICER The Regional Business Development Officer reports to the Head of ... Effectively transition the client relationship to the Trust Officer for ongoing servicing. • Must ...
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Midwest, WY · On-site
BUSINESS DEVELOPMENT OFFICER The Regional Business Development Officer reports to the Head of ... Effectively transition the client relationship to the Trust Officer for ongoing servicing. • Must ...
Quick apply
Midwest, WY · On-site
BUSINESS DEVELOPMENT OFFICER The Regional Business Development Officer reports to the Head of ... Effectively transition the client relationship to the Trust Officer for ongoing servicing. • Must ...
We're currently seeking a confident, motivated project manager to serve as a key contributor within ... Enthusiastic focus on business development, including client contact, marketing initiatives, and ...
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We're currently seeking a confident, motivated project manager to serve as a key contributor within ... Enthusiastic focus on business development, including client contact, marketing initiatives, and ...
Rock Springs, WY · On-site +1
The PM leads end-to-end project delivery-including scope development, contractor procurement, schedule management, budget oversight, client communication, and formal closeout-for projects typically ...
Rock Springs, WY · On-site +1
The PM leads end-to-end project delivery-including scope development, contractor procurement, schedule management, budget oversight, client communication, and formal closeout-for projects typically ...
The PM leads end-to-end project delivery-including scope development, contractor procurement, schedule management, budget oversight, client communication, and formal closeout-for projects typically ...
The PM leads end-to-end project delivery-including scope development, contractor procurement, schedule management, budget oversight, client communication, and formal closeout-for projects typically ...
We're currently seeking a confident, motivated project manager to serve as a key contributor within ... Enthusiastic focus on business development, including client contact, marketing initiatives, and ...
We're currently seeking a confident, motivated project manager to serve as a key contributor within ... Enthusiastic focus on business development, including client contact, marketing initiatives, and ...
... task development, cost analysis, and project delivery within budget and schedule * Strong ... Ability to travel to any Port of Entry within client 'span of control * Ability to manage multiple ...
... task development, cost analysis, and project delivery within budget and schedule * Strong ... Ability to travel to any Port of Entry within client 'span of control * Ability to manage multiple ...
Cheyenne, WY · On-site +1
... task development, cost analysis, and project delivery within budget and schedule * Strong ... Ability to travel to any Port of Entry within client 'span of control * Ability to manage multiple ...
Cheyenne, WY · On-site +1
... task development, cost analysis, and project delivery within budget and schedule * Strong ... Ability to travel to any Port of Entry within client 'span of control * Ability to manage multiple ...
Laramie, WY · On-site
Open to travel to client locations and other Trihydro offices nationwide, approximately 35 percent ... Opportunities for professional development and career growth * A collaborative and inclusive work ...
Laramie, WY · On-site
Open to travel to client locations and other Trihydro offices nationwide, approximately 35 percent ... Opportunities for professional development and career growth * A collaborative and inclusive work ...
Cheyenne, WY · On-site
$46K - $47K/yr
Envolve Client Services Group professionally manages apartment communities located in markets ... Training and Development Background Screening and Drug Test Required EOE Minorities/Females ...
Cheyenne, WY · On-site
$46K - $47K/yr
Envolve Client Services Group professionally manages apartment communities located in markets ... Training and Development Background Screening and Drug Test Required EOE Minorities/Females ...
Cheyenne, WY · On-site
This role is responsible for overseeing design-build and contractor-at-risk contracts, managing project management and business development staff, and developing strategic client relationships with ...
Cheyenne, WY · On-site
This role is responsible for overseeing design-build and contractor-at-risk contracts, managing project management and business development staff, and developing strategic client relationships with ...
Gillette, WY · On-site
$45K - $82K/yr
Ongoing professional development and career growth opportunities * Collaborative, creative, and ... Build and maintain strong customer and client relationships to support satisfaction and retention
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Gillette, WY · On-site
$45K - $82K/yr
Ongoing professional development and career growth opportunities * Collaborative, creative, and ... Build and maintain strong customer and client relationships to support satisfaction and retention
... management, inspection, and materials testing services for both private and public clients ... May serve as a designated client contact. * Prepares construction bids or negotiations, including ...
... management, inspection, and materials testing services for both private and public clients ... May serve as a designated client contact. * Prepares construction bids or negotiations, including ...
Cheyenne, WY · On-site
We are committed to individual career development by offering a challenging yet learning-oriented ... This position is responsible for safe work plans, client negotiations, risk management, cost ...
Cheyenne, WY · On-site
We are committed to individual career development by offering a challenging yet learning-oriented ... This position is responsible for safe work plans, client negotiations, risk management, cost ...
Cheyenne, WY · On-site
We are committed to individual career development by offering a challenging yet learning-oriented ... This position is responsible for safe work plans, client negotiations, risk management, cost ...
Cheyenne, WY · On-site
We are committed to individual career development by offering a challenging yet learning-oriented ... This position is responsible for safe work plans, client negotiations, risk management, cost ...
$60/hr
Regular communication with agency team and client team regarding roles and responsibilities, budget ... Contributes to business development efforts for new revenue opportunities with existing clients and ...
$60/hr
Regular communication with agency team and client team regarding roles and responsibilities, budget ... Contributes to business development efforts for new revenue opportunities with existing clients and ...
Support purchasing plans, bid package development, and procurement strategies for major M&E scopes ... Client & Stakeholder Engagement * Present estimates, design options, risks, and recommendations to ...
Support purchasing plans, bid package development, and procurement strategies for major M&E scopes ... Client & Stakeholder Engagement * Present estimates, design options, risks, and recommendations to ...
Gillette, WY · On-site
Coordinate workload through the entire project development to complete documents on schedule. * Mentor staff in client management, marketing, project management, and technical delivery aspects.
Gillette, WY · On-site
Coordinate workload through the entire project development to complete documents on schedule. * Mentor staff in client management, marketing, project management, and technical delivery aspects.
$20.25 - $26/hr
Advocates on behalf of the Client to ensure his/her access to needed resources and ensure their ... Responsible for tracking supported employment activities. and assists with the development and ...
$20.25 - $26/hr
Advocates on behalf of the Client to ensure his/her access to needed resources and ensure their ... Responsible for tracking supported employment activities. and assists with the development and ...
$18.50 - $23.75/hr
Advocates on behalf of the Client to ensure his/her access to needed resources and ensure their ... Responsible for tracking supported employment activities. and assists with the development and ...
$18.50 - $23.75/hr
Advocates on behalf of the Client to ensure his/her access to needed resources and ensure their ... Responsible for tracking supported employment activities. and assists with the development and ...
Laramie, WY · On-site
$20.25 - $26/hr
Advocates on behalf of the Client to ensure his/her access to needed resources and ensure their ... Responsible for tracking supported employment activities. and assists with the development and ...
Laramie, WY · On-site
$20.25 - $26/hr
Advocates on behalf of the Client to ensure his/her access to needed resources and ensure their ... Responsible for tracking supported employment activities. and assists with the development and ...
$10.6K - $25.8K
0% of jobs
$25.8K - $41K
10% of jobs
$41K - $56.2K
14% of jobs
$56.7K is the 25th percentile. Wages below this are outliers.
$56.2K - $71.4K
30% of jobs
$71.4K - $86.6K
10% of jobs
$86.6K - $101.8K
8% of jobs
$104.8K is the 75th percentile. Wages above this are outliers.
$101.8K - $117K
10% of jobs
$117K - $132.2K
3% of jobs
$132.2K - $147.4K
7% of jobs
$147.4K - $162.6K
1% of jobs
$162.6K - $177.8K
5% of jobs
$10.6K
$86.9K
$177.8K
| Aspect | Client Development Manager | Business Development Executive |
|---|---|---|
| Primary Focus | Maintaining and expanding existing client relationships | Identifying and acquiring new clients |
| Required Skills | Relationship management, negotiation, account management | Lead generation, sales pitching, prospecting |
| Work Environment | Client meetings, account reviews, ongoing client support | Networking events, cold calls, sales presentations |
| Industry Usage | Common in consulting, tech, finance | Common in sales, marketing, tech startups |
The Client Development Manager primarily focuses on nurturing existing client relationships and ensuring client satisfaction, while the Business Development Executive concentrates on generating new business opportunities. Both roles require strong communication skills and industry knowledge, but their core responsibilities differ in scope and objectives.
BUSINESS DEVELOPMENT OFFICER
The Regional Business Development Officer reports to the Head of Strategic
Partnerships. The role is accountable for profitable new business development for
our firm.
This role is responsible for driving new revenue by cultivating and building relationships
with RIAs, Wirehouse, Regional banks and Financial Advisors promoting corporate
trustee and administration services for personal trusts.
MAIN RESPONSIBILITIES AND DUTIES
• 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
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 our firm and client risks.
• Accept special projects to improve efficiencies, support the success of our firm,
and enhance overall client experience.
REQUIREMENTS
• Minimum 7 years' experience in Trust Services or Wealth Management Sales.
• In-depth knowledge of types of trusts and estate planning strategies is vital.
• Undergraduate degree is required, and a JD, MBA or CTFA designation is
preferred.
• Candidates must have excellent communication and presentation skills,
negotiate well, show strong initiative and accountability, and ability to work well
independently in a goal-oriented environment.
Sourced by ZipRecruiter
Non-profits
11 - 50 Employees
Inwood, NY, US
1981