Senior Regional Business Manager - Estate and Trust

1 month, 4 weeks ago
Full-time
Senior
Sales and Business Development
Lever

Lever

Lever is a leading Talent Acquisition Suite that provides modern hiring and talent management solutions. Their applicant tracking system (ATS) with candidate relationship management capabilities empowers hiring teams to streamline recruiting efforts an...

Professional Services
251-1K
Founded 2012
$123M raised

Description

  • Generate business for the Trust Company by qualifying leads, prospecting, and managing relationships.
  • Respond to inquiries about personal trust opportunities and prepare proposals for opportunities.
  • Deliver in-person and virtual information sessions, presentations, and webinars for partners, clients, and professional networks.
  • Conduct one-on-one sales meetings to assess client needs, explain trust solutions, and qualify clients.
  • Build and maintain a Centre of Influence network of referral sources, including investment managers, wealth firms, credit unions, law firms, and accounting firms.
  • Meet sales volume, profitability, revenue, and deferred AUM growth targets.
  • Provide relationship management support to onboard and service clients throughout administration.
  • Monitor client satisfaction, collaborate with business units to resolve issues, and maintain service standards.
  • Ensure file administration follows trust indentures, legislation, service guidelines, and new business acceptance procedures.
  • Promote EQ and Concentra Trust internally and externally by attending industry events and supporting organizational change.

Requirements

  • University degree or equivalent.
  • Law degree preferred.
  • TEP designation or agreement to enroll within 6 months of commencement.
  • 7-9 years of estate and trust experience.
  • Member of a local Estate Planning Council.
  • Professional Financial Planner (PFP) or Certified Financial Planner (CFP) designation is a strong asset.
  • Understanding of the financial services industry, especially fiduciary services and personal trust administration.
  • Knowledge of legal, taxation, legislative, and court decision impacts on the industry.
  • Strong verbal and written communication skills, including presentation delivery.
  • Established industry relationships and ability to grow a referral network, including with HNW/UHNW clients and family offices.

Benefits

  • Competitive discretionary bonus.
  • Market-leading RRSP match program.
  • Medical, dental, vision, life, and disability benefits.
  • Employee Share Purchase Plan.
  • Maternity/parental top-up.
  • Generous vacation policy and personal days.
  • Professional development and a comprehensive career development program.

Interested in this position?

Apply directly on the company website

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