Sr Trust Fiduciary Strategist en Comerica
Comerica · Walnut Creek, Estados Unidos De América · Onsite
- Senior
- Oficina en Walnut Creek
Alliance Trust Business Development Officer IV
The Alliance Trust Business Development Officer (BDO) IV role will be responsible for developing, conducting and executing a calling and sales campaign for an assigned territory, encompassing all Trust products offered by Comerica. The role will be the entrepreneur of their respective market in establishing and building the Comerica brand with Financial Advisors in our Alliance partner relationships, building a sales pipeline, conducting a high level of sales call activity and achieving stated new business revenue goals. This role is expected to adhere to an advanced calling strategy targeting the HNW and UHNW marketplace within our Alliance arrangements, successfully close opportunities and help onboard new accounts and set appropriate activity goals to meet revenue projections. This role will also be responsible for maintaining a high standard of business ethics, collaboration and teamwork as well as developing productive partnerships within Comerica and other referral sources.
The Alliance Trust Business Development Officer (BDO) IV role will be responsible for developing, conducting and executing a calling and sales campaign for an assigned territory, encompassing all Trust products offered by Comerica. The role will be the entrepreneur of their respective market in establishing and building the Comerica brand with Financial Advisors in our Alliance partner relationships, building a sales pipeline, conducting a high level of sales call activity and achieving stated new business revenue goals. This role is expected to adhere to an advanced calling strategy targeting the HNW and UHNW marketplace within our Alliance arrangements, successfully close opportunities and help onboard new accounts and set appropriate activity goals to meet revenue projections. This role will also be responsible for maintaining a high standard of business ethics, collaboration and teamwork as well as developing productive partnerships within Comerica and other referral sources.
Position Responsibilities:
- Develop current fee personal trust business through Comerica's various strategic alliance partners.
- Determine how best to implement the sales strategy in collaboration with the National Sales Manager, establishing the criteria for prospect identification within the respective territory.
- Call on prospects and Financial Advisors to present all assigned products in pursuit of achieving assigned new business revenue goal.
- Respond to Requests for Proposal, preparation of call agendas, customized sales materials and other follow up items.
- Develop and maintain internal referral sources, fulfilling internal reporting requirements, attending internal training sessions.
- Lead sales presentations for Alliance partners and helps develop new business initiatives within the market.
- Execute marketing plans and strategies, oversee the preparation of new account paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration.
