Business Development Officer — Trust and Estate Services

Job overview

The Business Development Officer position is onsite in Saint Louis, Missouri, and the posting identifies Missouri/Kansas and Illinois markets, with travel estimated at about 50% of the time. Compensation is not specified. Cumberland Trust provides personalized trust services and describes a family-first approach to clients and employees. The role develops and closes trust and estate business relationships, building a pipeline and recurring revenue in the assigned market. It cultivates relationships with attorneys, financial advisors, CPAs, families, and other estate-planning professionals while coordinating with business development and strategy teams.

What you'll do

• Develop, track, monitor, and close trust and estate opportunities
• meet annual business development goals
• prepare proposals
• present opportunities in internal committee meetings
• maintain contacts and leads in company software
• respond to inquiries
• cultivate professional relationships
• support marketing activities
• represent the company at industry events
• follow relevant legislation and communicate the company platform and Tennessee trust laws.

What we're looking for

Skills & competencies

business development

trust services

estate planning

financial services sales

relationship development

attorney relationships

financial advisors

cpa relationships

saint louis mo

cumberland trust

missouri and kansas market

illinois market

50% travel

Work arrangement

• Weekend coverage required

Benefits & perks

• The company describes mentorship initiatives, collaborative experiences, and leadership opportunities.

Why this role

The role covers Missouri/Kansas and Illinois markets and requires an estimated 50% travel.

About the employer

Cumberland Trust & Investment Co. is hiring for this role. Industry: Trusts, Estates, and Agency Accounts. Sector: 52.