Manager, Business Development - BTS

Your opportunity

The BTS Manager, Business Development – Trust Services is a key member of the Banking & Trust Services (BTS) National Sales organization and is responsible for leading, coordinating, and scaling business development support across Trust Services. As part of the BTS National Sales Team, this role partners closely with other team members—including Senior Trust Consultants, Business Development Officers, and Senior Bankers—to support successor trustee opportunities, ensure a consistent and high‑quality client and partner experience. In addition, this role requires strong collaboration with our Trust Onboarding, Investor Services (IS), and Advisor Services (AS) internal teams, as well as outside attorneys and clients.

Position allows for 100% remote work. Ideal candidate is to be located in:

• Ripon, Wisconsin
  

What you are good at:

• Providing strategic oversight and operational leadership for trust-related business development activities across regions
• Serving as a central point of coordination to ensure trust field opportunities progress efficiently while enabling field partners to remain client-facing
• Managing high volumes of inbound trust inquiries from voicemails, emails, and CRM lead submissions while meeting defined service level agreements
• Driving consistency and discipline in lead intake, disposition, documentation, and follow-up practices
• Partnering with regional and national stakeholders to support pipeline management, lead generation, and opportunity prioritization
• Ensuring timely, accurate entry and maintenance of trust opportunities within CRM systems, including notes, status updates, and reporting
• Overseeing preparation and coordination for client, advisor, and partner meetings, including pre-meeting readiness and post-meeting follow-up
• Providing guidance on trust concepts and facilitating initial, non-legal reviews of trust-related documentation while escalating complex matters appropriately
• Ensuring proper document flow, record retention, and system-of-record accuracy across CRM and document management platforms
• Monitoring escalation thresholds for high-value or complex opportunities and ensuring appropriate handoffs to senior trust specialists
• Delivering structured feedback to internal partners on market needs, product enhancements, pricing considerations, and marketing materials
• Leading adherence to BTS National Sales Support Standard Operating Procedures (SOPs) and continually identifying opportunities to improve efficiency, scalability, and client experience
• Coordinating coverage models including out-of-office planning, cross-coverage, and continuity of service
• Supporting reporting, analytics, and pipeline visibility to inform leadership decision-making
• Participating in strategic initiatives, innovation efforts, and forward-looking enhancements to business development and trust support models
• Demonstrating strong prioritization, adaptability, and real-time decision-making in a fast-paced environment
• Modeling collaborative leadership, clear communication, and a solutions-oriented mindset

What you have

• Bachelor’s degree required.
• Strong working knowledge of trust principles, trust services, and successor trustee considerations
• Experience leading or coordinating business development, sales support, or relationship management functions within financial services
• Proven ability to manage complex workflows, multiple lead sources, and competing priorities while maintaining service excellence
• Demonstrated success partnering cross-functionally with sales, service, operations, and legal-aligned teams
• Consultative communication skills with the ability to engage clients, advisors, attorneys, and internal stakeholders effectively
• Experience leveraging CRM platforms, document management systems, and reporting tools to drive consistency and scale
• Strong analytical, organizational, and process discipline skills with attention to detail
• Ability to anticipate downstream impacts, identify risks, and proactively resolve issues
• Comfort operating in both strategic leadership and hands-on executional capacities
• Confidence with technology and the ability to learn, adopt, and champion new systems or enhancements
• Strong leadership presence, accountability, and commitment to continuous improvement

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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