Senior Fiduciary Strategist

Comerica Bank
$116,150 - $233,750 Annually
life insurance, parental leave, paid time off, paid holidays, sick time, 401(k), retirement plan
United States, California, Costa Mesa
611 Anton Blvd (Show on map)
Mar 05, 2025
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 BDO 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. What we can offer you Comerica Funded Retirement Plan and 401(K) Matching Paid Time Off (PTO) Employee Stock Purchase Plan Paid Holidays, Floating Cultural Holiday Medical, Dental, Vision, Life Insurance Flexible Schedules Parental Leave and Adoption Assistance programs Community Volunteer Opportunities "Top 50 Diversity Company" by Diversity Inc. Global 100 for Most Sustainable Corporations 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. Position Qualifications Bachelor's degree from an accredited university 10 years of experience in Trust Sales or Trust Administration 5 years of sales experience in a financial services industry 5 years of experience utilizing Microsoft Office products including Excel, PowerPoint, SharePoint, Salesforce Work Best Category: Category C - Days in the office will either be designated days or will vary week to week from 2-5 days Hours: 8:00am - 5:00pm Monday - Friday Salary: For candidates hired in the state of California, Colorado, Washington, New York, Illinois, Maryland, New Jersey, or Massachusetts the expected salary/On-Target Earnings (OTE) range for the role is currently: California - $116,150 - $233,750 Annually Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range. About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.