Relationship Director

Job Highlights

• Purposeful and meaningful work
• Great work culture and set of corporate values
• Be a part of a global team that enables charitable giving

Job Description

We are seeking a dynamic and results-driven Relationship Director to join TrustBridge. The ideal candidate will be a seasoned professional passionate about building meaningful relationships with donors and driving revenue growth. This role is central to achieving organizational targets by fostering client relationships, expanding the donor base, and educating stakeholders about TrustBridge's services.

Key Responsibilities:

Relationship Management:

• Disciple donors in their spiritual journey of generosity.
• Meet with existing clients on a regular basis to maintain and grow relationships.

Quarterly Planning and Reporting:

• Develop a detailed quarterly success plan to achieve growth targets.
• Provide monthly progress reports on the success plan.

Sales and Outreach:

• Collaborate with sales channels such as Donor Advised Funds and Financial Advisors.
• Actively prospect and identify new client opportunities.
• Travel as needed within the designated territory to meet clients and prospects.
• Attend weekly sales meetings and actively contribute to discussions.
• Attend relevant conferences or events to connect with potential donors.

CRM and Feedback:

• Document all calls, tasks, and client interactions in the CRM system.
• Provide actionable feedback on marketing strategies and resource needs to support success.

Work Environment:

• Computer-based work, with regular telephonic meetings and phone interactions
• Benefits include paid time off, paid holidays, and an annual bonus. May also include employer contributions to health insurance and retirement benefits.

Responsibilities:

• Achieve and exceed revenue growth targets for TrustBridge.
• Disciple Top Tier Donors in their journey of generosity.
• Develop and maintain strong, lasting relationships with clients and donors.
• Increase the number of top-tier donors, meeting agreed-upon growth targets.
• Effectively educate donors about the comprehensive services TrustBridge offers.

Qualifications (Education, Experience, Abilities and Personal Characteristics):

• Experience in helping clients in financial planning, managing wealth, or charitable giving is advantageous.
• Financial certifications or a degree in a related field are needed.
• Passion for generosity and a commitment to TrustBridge's mission.
• Proven sales skills with a track record of achieving measurable outcomes.
• Self-motivated, self-starter, proactive.
• Tenacity, resilience, and determination to succeed.
• Outstanding interpersonal and relationship-building abilities.
• Understanding of financial principles (advantageous but not mandatory).
• Willingness and ability to travel within the designated territory.
• A growth mindset with the ability to learn quickly and adapt to new challenges.
• Self-motivated, capable of performing independently while maintaining high performance standards.
• Teachable, coachable, and open to feedback and continuous development.