Personal Trust Sales Strategist
Job in
Concord, Cabarrus County, North Carolina, 28027, USA
Listed on 2026-09-07
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-07
Job specializations:
-
Sales
Job Description & How to Apply Below
TIAA Trust, N.A. is seeking a seasoned Trust Solutions Sales professional to drive growth in personal trust offerings. You will interact with Wealth Management Advisors, Portfolio Managers, and trust specialists to identify clients needing trustee or co-trustee services.
Responsibilities include prospecting, due diligence, and guiding opportunities through the trust acceptance process while maintaining precise records and collaborating across teams.
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