Business Development & Relationship Officer

Business Development & Relationship Officer Location :

• Anchorage, AK or Las Vegas, NV  Department : Marketing Type : Full-Time Level : Mid-Level Are you energized by building relationships and connecting the right people to the right solutions?
• Do you thrive at the intersection of business strategy, communication, and client experience?
• Peak Trust Company is looking for a Business Development & Relationship Officer (BDRO) to join our team and help drive meaningful growth.
• As a BDRO, you’ll be a key ambassador of Peak’s mission, qualifying new business opportunities, cultivating referral relationships, and representing Peak at conferences and industry events.
• This role blends client-facing relationship development with collaboration across marketing & fiduciary departments, to support the thoughtful expansion of our services.
• What You’ll Do Qualify new inquiries via phone, email, and website based on assets and service fit Educate prospects on trust services, jurisdictions, and onboarding process Build and maintain relationships with referral sources such as attorneys, financial advisors, and other professionals Represent Peak at events, conferences, and speaking engagements Provide clear feedback on market trends and lead insights to internal teams Collaborate cross-functionally with fiduciary, marketing, and department leaders to ensure aligned business development What Success Looks Like Timely and accurate lead qualification Professional and consistent follow-up with prospects and referral partners Clear communication of Peak’s value proposition Diversification and strengthening of referral source network Thoughtful representation of Peak at industry events and educational forums Insight-sharing that informs growth strategy and enhances service delivery What You Bring Strong communication and interpersonal skills A relationship-driven approach with the ability to build trust quickly Ability to understand and clearly explain financial / trust concepts A self-starter mindset with solid organizational and follow-up skills Experience in a business development, sales, or client engagement role (trust or financial services experience is a plus) Willingness to travel for conferences and in-person meetings.
• Why Join Peak?
• At Peak Trust Company, we believe in building strong relationships, within our team, with our clients, and across our industry.
• You’ll be part of a collaborative, mission-driven company where your voice is heard and your work truly matters.
• We value curiosity, professionalism, and a humble, hungry, and smart mindset.

EEO Statement :

Apply today and bring your relationship-building skills to a team that values connection and impact.   Powered by JazzHR