Senior Relationship Manager - Trust (Onsite)

Location: Las Vegas, Nevada, USA; onsite

Salary: $102,200–$136,200 annually

Company

hirify.global Trust is a federal savings bank providing banking, wealth management, and trust solutions on a national, full-service basis.

What you will do

• Develop leads through attorneys, accountants, community leaders, organizations, and other centers of influence.
• Sell investment management and trust services to high-net-worth individuals, families, and their advisors.
• Deliver estate planning, trust, and investment management seminars to prospects and professionals.
• Review prospects’ financial situations and recommend solutions aligned with their goals.
• Manage the sales process from initial contact through account setup and opening.
• Identify inefficiencies and recommend process improvements.

Requirements

• 8+ years of trust and/or investment management sales experience.
• Strong experience working with high-net-worth individuals and their advisors.
• Bachelor’s degree or an equivalent combination of education and experience.
• Working knowledge of personal trusts, living trusts, wills, investment management, custody services, financial planning, and estate planning.
• Excellent written and verbal communication, relationship-building, organizational, and interpersonal skills.
• Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.

Nice to have

• MBA, CFP, or CFA.

Culture & Benefits

• Inclusive, people-first workplace culture.
• Medical, dental, and vision benefits based on eligibility.
• 401(k), PTO, and paid sick leave.
• Employee stock purchase plan and additional benefits based on eligibility.
• Equal opportunity employment environment.