About this opportunity
JTC Group lists this West Coast Strategic Partnerships Lead – Wealth & Trust opportunity in san jose, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A financial services firm is seeking a Regional Business Development Officer to drive new revenue through strategic partnerships on the West Coast. The ideal candidate will possess at least 7 years of experience in Trust Services or Wealth Management Sales, along with a strong understanding of estate planning. This role involves cultivating client relationships, conducting presentations, and working collaboratively with internal teams to ensure seamless service transitions. A commitment to fostering an inclusive environment is also valued.
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Worksite address
san jose, CA, 95199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.