Trust & Estates Director

3 weeks ago

Chicago, United States Heritage Auctions Full time

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. For the past 47 years, Heritage Auctions has been the largest auction house founded in the U.S. and serves more than 40 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more.

LOCATION:
This full-time position is based in Chicago 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:
Commensurate based on experience

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

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.

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

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