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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West Coast Strategic Partnerships Lead – Wealth & Trust in san jose at Unknown Company
This position is listed as full time and onsite.