The role is accountable for profitable new business development for the JTC Strategic Alliance Partnerships platform. This role is responsible for driving new revenue bycultivating and building ...
JTC Group
28 Jtc Group Jobs Hiring Near You
The role is accountable for profitable new business development for the JTC Strategic Alliance Partnerships platform. This role is responsible for driving new revenue bycultivating and building ...
The role is accountable for profitable new business development for the JTC Strategic Alliance Partnerships platform. This role is responsible for driving new revenue bycultivating and building ...
The role is accountable for profitable new business development for the JTC Strategic Alliance Partnerships platform. This role is responsible for driving new revenue bycultivating and building ...
The role is accountable for profitable new business development for the JTC Strategic Alliance Partnerships platform. This role is responsible for driving new revenue bycultivating and building ...
The role is accountable for profitable new business development for the JTC Strategic Alliance Partnerships platform. This role is responsible for driving new revenue bycultivating and building ...
Assistant Manager - Fund Administration
Saint Louis, MO · On-site
$67K - $91K/yr
Represents JTC in a professional manner at all times, displaying the ethical behaviour we expect in all interactions, both internal and external. * Adhere to Risk & Compliance procedures in relation ...
Assistant Manager - Fund Administration
Saint Louis, MO · On-site
$67K - $91K/yr
Represents JTC in a professional manner at all times, displaying the ethical behaviour we expect in all interactions, both internal and external. * Adhere to Risk & Compliance procedures in relation ...
Trust Associate
$15.25 - $20.50/hr
ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor support of the day-to-day administration of a diverse book of complexpersonal trust accounts for high ...
Trust Associate
$15.25 - $20.50/hr
ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor support of the day-to-day administration of a diverse book of complexpersonal trust accounts for high ...
Assistant Manager - Fund Administration
$64K - $88K/yr
Represents JTC in a professional manner at all times, displaying the ethical behaviour we expect in all interactions, both internal and external. * Adhere to Risk & Compliance procedures in relation ...
Assistant Manager - Fund Administration
$64K - $88K/yr
Represents JTC in a professional manner at all times, displaying the ethical behaviour we expect in all interactions, both internal and external. * Adhere to Risk & Compliance procedures in relation ...
Trust Associate
Wilmington, DE · On-site
$15.25 - $20.50/hr
ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor support of the day-to-day administration of a diverse book of complexpersonal trust accounts for high ...
Trust Associate
Wilmington, DE · On-site
$15.25 - $20.50/hr
ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor support of the day-to-day administration of a diverse book of complexpersonal trust accounts for high ...
Trust Associate
Wilmington, DE · On-site
$14 - $19.50/hr
Hybrid ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor support of the day-to-day administration of a diverse book of complexpersonal trust accounts ...
Trust Associate
Wilmington, DE · On-site
$14 - $19.50/hr
Hybrid ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor support of the day-to-day administration of a diverse book of complexpersonal trust accounts ...
Assistant Manager - Fund Administration
Saint Louis, MO · On-site
$64K - $88K/yr
Represents JTC in a professional manner at all times, displaying the ethical behaviour we expect in all interactions, both internal and external. * Adhere to Risk & Compliance procedures in relation ...
Assistant Manager - Fund Administration
Saint Louis, MO · On-site
$64K - $88K/yr
Represents JTC in a professional manner at all times, displaying the ethical behaviour we expect in all interactions, both internal and external. * Adhere to Risk & Compliance procedures in relation ...
Trust Associate
Greenville, DE · On-site
$14 - $19.50/hr
Hybrid ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor support of the day-to-day administration of a diverse book of complexpersonal trust accounts ...
Trust Associate
Greenville, DE · On-site
$14 - $19.50/hr
Hybrid ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor support of the day-to-day administration of a diverse book of complexpersonal trust accounts ...
Trust Associate
Greenville, DE · On-site
$15.25 - $20.25/hr
ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor support of the day-to-day administration of a diverse book of complexpersonal trust accounts for high ...
Trust Associate
Greenville, DE · On-site
$15.25 - $20.25/hr
ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor support of the day-to-day administration of a diverse book of complexpersonal trust accounts for high ...
Trust Associate
Greenville, DE · On-site
$15.25 - $20.25/hr
ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor support of the day-to-day administration of a diverse book of complexpersonal trust accounts for high ...
Trust Associate
Greenville, DE · On-site
$15.25 - $20.25/hr
ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor support of the day-to-day administration of a diverse book of complexpersonal trust accounts for high ...
Adhere to JTC core values and expected behaviours. * Any other duties as deemed necessary by Management. ESSENTIAL REQUIREMENTS * Bachelor's degree in finance, Accounting, Law, or a related field. A ...
Adhere to JTC core values and expected behaviours. * Any other duties as deemed necessary by Management. ESSENTIAL REQUIREMENTS * Bachelor's degree in finance, Accounting, Law, or a related field. A ...
OUR COMMITMENT TO INCLUSION & WELLBEING JTC is committed to fostering a healthy, inclusive organization where all individuals feel welcome and feel able to participate in the workplace fully. We ...
OUR COMMITMENT TO INCLUSION & WELLBEING JTC is committed to fostering a healthy, inclusive organization where all individuals feel welcome and feel able to participate in the workplace fully. We ...
Adhere to JTC core values and expected behaviours. ESSENTIAL REQUIREMENTS * Bachelor's degree required. * 3+ years of client service, customer success experience. * A minimum of 3 years banking or ...
Adhere to JTC core values and expected behaviours. ESSENTIAL REQUIREMENTS * Bachelor's degree required. * 3+ years of client service, customer success experience. * A minimum of 3 years banking or ...
Adhere to JTC core values and expected behaviours. ESSENTIAL REQUIREMENTS * Bachelor's degree required. * 3+ years of client service, customer success experience. * A minimum of 3 years banking or ...
Adhere to JTC core values and expected behaviours. ESSENTIAL REQUIREMENTS * Bachelor's degree required. * 3+ years of client service, customer success experience. * A minimum of 3 years banking or ...
OUR COMMITMENT TO INCLUSION & WELLBEING JTC is committed to fostering a healthy, inclusive organization where all individuals feel welcome and feel able to participate in the workplace fully. We ...
OUR COMMITMENT TO INCLUSION & WELLBEING JTC is committed to fostering a healthy, inclusive organization where all individuals feel welcome and feel able to participate in the workplace fully. We ...
Adhere to JTC core values and expected behaviours. * Any other duties as deemed necessary by Management. ESSENTIAL REQUIREMENTS * Bachelor's degree in finance, Accounting, Law, or a related field. A ...
Adhere to JTC core values and expected behaviours. * Any other duties as deemed necessary by Management. ESSENTIAL REQUIREMENTS * Bachelor's degree in finance, Accounting, Law, or a related field. A ...
Adhere to JTC core values and expected behaviours. * Any other duties as deemed necessary by Management. ESSENTIAL REQUIREMENTS * Bachelor's degree in finance, Accounting, Law, or a related field. A ...
Adhere to JTC core values and expected behaviours. * Any other duties as deemed necessary by Management. ESSENTIAL REQUIREMENTS * Bachelor's degree in finance, Accounting, Law, or a related field. A ...
OUR COMMITMENT TO INCLUSION &WELLBEING JTC is committed to fosteringa healthy, inclusive organisation where all individuals feel welcome and feelable to participate in the workplace fully. We value ...
OUR COMMITMENT TO INCLUSION &WELLBEING JTC is committed to fosteringa healthy, inclusive organisation where all individuals feel welcome and feelable to participate in the workplace fully. We value ...
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Regional Business Development Officer, West Coast - Trust and Private Wealth
San Jose, CA • On-site
Other
Posted 6 days ago
Job description
ROLE OVERVIEW
PURPOSE OF JOB
The Regional Business Development Officer reports to the Head of Strategic Partnerships. The role is accountable for profitable new business development for the JTC Strategic Alliance Partnerships platform.
This role is responsible for driving new revenue bycultivating and building relationships with RIAs, Wirehouse, Regional banks andFinancial Advisors promoting JTC corporate trustee and administration servicesfor 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 JTC 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 JTC and client risks.
- Accept special projects to improve efficiencies, support the success of JTC, and enhance overall client experience.
ESSENTIAL 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.
OUR COMMITMENT TO INCLUSION &WELLBEING
JTC is committed to fosteringa healthy, inclusive organization where all individuals feel welcome and feelable to participate in the workplace fully. We value different perspectives,backgrounds and lived experiences. This includes supporting employee wellbeingso that people feel equipped to thrive.