Trusts & Estates Director
Job Details
Lead business development and client relationship expansion for Heritage Auctions' Trusts & Estates services across the East Coast from the New York office, targeting estate consignments and appraisals while networking with wealth advisors, attorneys, and fiduciaries. Requires 10+ years in T&E fields like legal, tax, or fiduciary work, with a bachelor's degree (J.D. or CPA preferred) and a $175,000–$225,000 salary.
About the Role
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 East Coast Director for Heritage Auctions will represent T&E services from the New York office and throughout the East 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
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
- 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.
Equal Opportunity
Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE