Business Development & Relationship Officer

Company : Peak Trust Company

Job Type : Full Time

Anchorage, Ak

Number of Applicants

000+

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Job Description - 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:
Our organization provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
In addition to federal law requirements, our company complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Our company expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Ready to grow with us?
Apply today and bring your relationship-building skills to a team that values connection and impact.

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Business Development & Relationship Officer

Job Description - Business Development & Relationship Officer

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