Personal Trust Sales Consultant

TIAA

. Contribute to the growth of TIAA Trust, N.A.’s trust administration business .

Posted 10/30/2026full-timeUnited StatesMid-LevelSenior💰 $118,000 - $159,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Personal Trust administration and sales, with a strong ability to manage client relationships and navigate the trust acceptance process. Proven skills in training internal partners and collaborating with Wealth Management Advisors and Financial Consultants to drive business growth.

Highest-signal resume keywords

Personal Trust Solutions SalesTrust Acceptance Process ManagementRelationship ManagementPresentation SkillsWealth Management Collaboration

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Personal Trust AdministrationSales Process ManagementDue DiligenceClient ProspectingOpportunity Management

Soft Skills

Relationship ManagementPresentation Skills

Industry Keywords

Trust AdministrationWealth ManagementFinancial ConsultingSales GoalsInternal Partner Training

About the role

Key responsibilities & impact

Contribute to the growth of TIAA Trust, N.A.’s trust administration business
Interact directly with Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants
Identify, manage, and move through acceptance clients who could benefit from TIAA Trust serving as trustee or co-trustee
Train internal partners on positioning TIAA Trust as trustee
Review internal partners’ books of business to identify prospects
Conduct due diligence and prospect/internal partner interactions to gather documents and move opportunities through acceptance
Work directly with prospects’ legal and tax advisors
Maintain accurate records of sales and due diligence processes
Serve as a subject matter expertise and engagement point for internal partners

Requirements

What you’ll need

5+ years’ experience selling Personal Trust solutions
Ability to prospect, manage opportunities, and move business through the trust acceptance process
Personal Trust administration experience preferred
Experience partnering with Wealth Management Advisors or Financial Consultants preferred
Proven track record of meeting sales or revenue goals preferred
Strong presentation and relationship management skills preferred
University degree preferred
Sedentary work capability

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work life offerings
Incentive program linked to performance, depending on the role
Learning experiences and development pathways
Accessibility support for applicants with disabilities
Drug-free and smoke-free workplace