Trust Consultant The Trust Consultant job contributes to the growth of TIAA Trust, N.A.'s trust administration business by direct interaction with internal partners (Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants) to identify, manage and move through acceptance, those TIAA clients that could benefit from having TIAA Trust, N.A. serve as trustee or co-trustee of new or established trusts.
Key Responsibilities and Duties- Trains internal partners on the positioning of TIAA Trust as trustee.
- Reviews the internal partner's book of business to identify prospects.
- Conducts all due diligence, prospect, and internal partner interaction to gather required documents and move the opportunity through the acceptance process.
- Work directly with prospect's legal and tax advisors.
- Maintains careful and accurate records of the sales and due diligence process. Adheres to all internal process and procedures.
- Acts as a key engagement point for internal partners, not just in terms of prospecting, but in terms of subject matter expertise.
Educational Requirements- University (Degree) Preferred
Work Experience- 5+ Years Required; 7+ Years Preferred
Physical Requirements- Physical Requirements: Sedentary Work
Career Level 8IC
Required Skills- 5+ years' experience selling Personal Trust solutions.
- Ability to prospect, manage opportunities, and move business through the trust acceptance process.
Preferred Skills- Personal Trust administration experience.
- Experience partnering with Wealth Management Advisors or Financial Consultants.
- Proven track record of meeting sales or revenue goals.
- Strong presentation and relationship management skills.
Related Skills
Client Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts
Anticipated Posting End Date:2026-09-09
Base Pay Range: $118,000/yr - $159,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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