Business Development Officer

About the role

The Business Development Officer (BDO), through business development and marketing efforts, will echo the company's vision of building success through relationships. The BDO ensures a positive and service-oriented experience for clients, their referring parties, and Premier's business partners. This position serves as a key role between Business Development and Onboarding, Trust Administration and other areas of the operation ensuring effective communication, accurate and complete information, and a smooth business process. Interacts with internal and external clients on a regular basis to provide education about trust services, trust administration and the benefits of Premier Trust.

Responsibilities

• Establish, grow and maintain effective relationships with potential clients and their referral sources, financial professionals and attorneys.
• Represents the company in various business development and industry related functions to further enhance the company's image and develop additional business.
• Tracks pending items, maintains communication with clients and business partners, and follows up with onboarding staff to ensure all necessary information is provided in a timely manner for the trust to be properly onboarded.
• Acts as a key client contact throughout the onboarding process to ensure seamless transition, as well as a point of escalation for exceptions to the process.
• Ensures that the business development/sales process is running efficiently; makes regular recommendations to ensure the process is optimized.
• Coordinates with team members to ensure communication about processes and associated timelines are reflected accurately in marketing materials and presentations.
• Prepares material, content and scripting for training and education of clients, associated referrals, and internal new hires.
• Participates in company meetings and provides updates to management and Premier Trust teams as necessary.
• Enters and maintains Salesforce business development data and production of the new business, management, and similar reports
• Recommends improvements to workflow and processes on an ongoing basis
• Manages staff as appropriate or as designated by Director of Business Development
• Develops and trains staff in accordance with Premier Trust and Advisor Group guidelines
• Sets an example by reflecting corporate values and encouraging that from others
• Sets an example by reflecting corporate values and encouraging that from others
• May be asked to create or edit marketing pieces and update collateral
• Coordinates and conducts communication with prospects and business partners
• Assists in planning and organizing conferences and events; includes presentation prep, materials needed, and reservations
• Organizes and maintains business development materials:
• Maintains and/or contributes toward corporate collateral
• Prepares reports as requested
• Maintains and/or contributes to Social Media sites
• Helps to maintain corporate website and internal business development channels
• Other duties and ad hoc projects as may be assigned to assist in efforts toward the company goals.
• Maintains strict confidentiality of all records and data received and produced
• Complies and stays current with all applicable company policies, state laws and regulations
• Exhibits objectively and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit.
• Treats people with respect; keeps commitments; Inspires the trust of others; works with integrity and ethically; upholds organizational values; accepts responsibility for own actions
• Understands business implications of decisions; displays orientation to profitability, demonstrates knowledge of market and competition; aligns work with strategic goals
• Follows policies and procedures; completes administrative tasks correctly and on time; supports the company goals and values
• Ability to work independently and in a team environment
• Comply with all company policies and procedures, state laws and regulations
• Complies with Bank Secrecy Act ("BSA"), OFAC Anti-Money Laundering ("AML"), and USA PATRIOT ACT policies and procedures, by properly verifying the identity of any person/entity with fiduciary responsibility on an account and maintaining records of the information used to verify the person/entity.
• Report any customer suspected of suspicious acti

Benefits

Additional Information

Current Employees and Contractors Apply Here Osaic Careers Business Development Opportunity in Trust Services Premier Trust Business Development Officer Location(s): Las Vegas, NV / Reno, NV Hybrid Office arrangement. Role Type: Full time

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