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Trusts & Estates Director

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Job Description - Trusts & Estates Director

Description

Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. Heritage Auctions is the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more.

SUMMARY: The West Coast Director for Heritage Auctions will represent T&E services from the New York office and throughout the west coast. This key role is part of a national T&E network at Heritage and works closely with consignment directors (specialists) and leadership in the New York office and our Dallas headquarters. The charismatic and experienced individual in this position will foster strong relationships throughout the regional T&E community, promote understanding of the complete portfolio of Heritage T&E capabilities and expand business from estate consignments to appraisal services.

LOCATION: This full-time position is based in New York with limited travel required for T&E conferences.

BENEFITS:

  • Medical, Dental, Vision coverage
  • Paid time off
  • 401k savings plans
  • Daily Pay: Access your pay when you need it!

COMPENSATION: $175,000 - $225,000. Commensurate based on experience

DUTIES & RESPONSIBILITIES:

  • Develop and implement a strategic plan to maintain and expand client relationships and the Heritage Auctions T&E database.
  • Pursue new business in the T&E landscape and successfully close deals and consignments.
  • Establish networking relationships with key stakeholders, including advisors, insurance companies, lawyers, bankers, wealth managers, appraisers, museum representatives, and more.
  • Represent Heritage Auctions T&E services at industry meetings, events and conferences and report results.
  • Foster business opportunities and stay abreast of industry developments.
  • Travel as required to support opportunities

Requirements

REQUIREMENTS:

  • Deep understanding of T&E services including the unique roles and needs of wealth managers, attorneys and tax advisors.
  • Ten-plus years' experience in T&E-related field, such as legal, tax, fiduciary or T&E business development.
  • Bachelor’s degree required; those with professional degrees such as J.D. or CPA with related T&E applications preferred.

About Heritage Trusts & Estates Services:

Heritage Auctions provides authoritative estate appraisals, estate planning assistance, auction services, and private treaty sales. Individuals and collectors, as well as trustees, executors, and fiduciaries responsible for estate tangible property rely on Heritage for a complete suite of estate services.

About Heritage Appraisal Services:

Heritage offers the highest caliber of experts to evaluate and appraise art and collectibles. Services include illustrated appraisal reports written in compliance with all IRS, USPAP and insurance standards. Reports are provided for all Estate Tax, Charitable Donation, Insurance, and Estate or Financial Planning situations.

Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE

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