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Institutional Trust Sales Consultant

TIAA • Dallas, TX, US • published 2026-09-27 03:51:00.271780

Description

**Trust Consultant** The Trust Consultant job contributes to the growth of TIAA Trust, N.A.'s trust administration business by direct interaction with internal partners (Wealth Management Advisors, Portfolio Managers, Trust Administrators, and Financial Consultants) to identify, manage and move through acceptance, those TIAA clients that could benefit from having TIAA Trust, N.A. serve as trustee or co\-trustee of new or established trusts. **Key Responsibilities and Duties*** Trains internal partners on the positioning of TIAA Trust as trustee. * Reviews the internal partner’s book of business to identify prospects. * Conducts all due diligence, prospect, and internal partner interaction to gather required documents and move the opportunity through the acceptance process. * Work directly with prospect’s legal and tax advisors. * Maintains careful and accurate records of the sales and due diligence process. Adheres to all internal process and procedures. * Acts as a key engagement point for internal partners, not just in terms of prospecting, but in terms of subject matter expertise. **Educational Requirements*** University (Degree) Preferred **Work Experience*** 5\+ Years Required...

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