Personal Trust Sales Consultant

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 partners 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 prospects 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:

Base Pay Range: $118000/yr - $159000/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 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).

Company Overview

Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People Be Client Obsessed Lead with Integrity Own It and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients and is equally committed to the well-being of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial well-being. To learn more about your benefits please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

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Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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