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Business Development Officer
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Full-time
- This individual will promote Greenleaf Trust's visibility through participation in community events and organizations.
- What You'll Be DoingNEW BUSINESS DEVELOPMENTSource new business by building relationships with and calling on prospects, referral sources and centers of influence to facilitate new business in the areas of personal wealth management, endowment and foundation services, family office clients and retirement plans.
- Represent Greenleaf Trust at community and charitable functions, financial planning or estate planning functions and social events.
- Represent Greenleaf Trust in the community and through local Board of Director GREENLEAF TEAM MEMBERSWork effectively and supportively with Operations Division team members to ensure the smooth opening of new account closely with Client Centric Team (CCT) members to support client needs.
- Assist with seminar content development in areas of expertise.
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