Position Primary Duties: Business Development and Sales for Institutional Trust and Custody. Consultant Marketing and Brand Awareness.

Specific Duties:

• Participate thoughtfully and strategically as an officer on the trust management committee.
• Take the lead with department manager and fellow officers in developing a challenging, achievable short and intermediate-term sales plan.
• Responsibility to organize and produce, with team assistance, requests for proposal and information (RFPs, RFIs) in a timely and high quality fashion.
• Work in a professional manner with Plan Sponsors, Third Party Administrators, Investment Managers, Investment Consultants, Auditors, Legal Counsel and any other agents of the client.
• Work as a team with the Operations and Administration groups on service issues, field observations and any other information sharing.
• Review plan documentation and other legal documents defining our service as Trustee or Custodian for UB&T Trust Department accounts.
• Coordinate with bank professional for client servicing and joint business opportunities.
• Review monthly account activity to keep abreast of issues and opportunities.
• Meet with existing clients on periodic basis with administrators and bankers.
• Attend client trustee meetings as assigned or invited.
• Attend periodic training meetings, including local business group meetings (such as ISCEBS, Minneapolis Pension Council, or Midwest Pension).
• Participate in events and social opportunities to mix with existing clients, potential clients and centers of influence.
• Travel as needed and indicated in the sales plan.
• Other duties that may be assigned.

• College Education preferred.
• 10 years minimum experience in a business development and sales role for employee benefit custody accounts.
• Demonstrated success in developing and successfully executing a sales plan.
• Work in a Salesforce.com environment preferred.
• Defined benefit investment consultant relationships preferred.
• Taft-Hartley plan experience and relationship network preferred.
• Client-facing and service provider-facing (i.e. consultants, administrators) communications required.
• Ability and experience to drive the timely completion of RFIs and RFPs for consultant-driven sales process.
• Position will not have direct reports but supervisory experience helpful.
• Ability to prioritize and organize job responsibilities and work independently.
• Strong customer service ethic and excellent communication skills (oral and written).
• Good public presentation skills and experience required.
• Professional behavior and appearance.
• Ability to become facile and knowledgeable on trust systems and related technology.
• Proficient in Windows office environment (Microsoft Word, Excel, PowerPoint, Access).

Salary: Commensurate with experience.

Incentive Compensation: Based on new business development and account retention. Formula driven by new revenues with retention factor. Smaller but significant subjective portion linked to achievable non-revenue activity such as coordination, team support and overall company performance factors.