Trust Marketing Officer
1 day ago
Are you a strategic thinker with a passion for client engagement and investment solutions?
Join our dynamic Trust Department as a Trust Marketing Officer, where you'll lead business development initiatives, launch innovative trust products, and drive client success across market segments.
What You'll Do- Drive Growth: Lead sales presentations, onboard new trust accounts (IMA, TOFA, UITF, retirement funds), and tailor proposals to client needs.
- Shape Products: Conceptualize and launch trust products, design implementation mechanics, and coordinate with Legal and Compliance.
- Engage Clients: Conduct suitability assessments, manage trust accounts, and maintain strong relationships with clients and partners.
- Ensure Compliance: Uphold regulatory standards, support audit readiness, and monitor marketing activities for governance alignment.
- Lead & Mentor: Supervise Trust Marketing Associates and contribute to a high-performing team culture.
- Proven experience in trust marketing, investment product development, or financial services
- Strong communication and presentation skills
- Knowledge of regulatory frameworks (BSP, fiduciary standards)
- Strategic mindset with hands-on execution ability
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