Business Development & Relationship Officer

Peak Trust CompanyAnchorage, AK

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Career Development

Job Description

Business Development & Relationship OfficerLocation: Anchorage, AK or Las Vegas, NVDepartment: Sales/MarketingType: Full-Time, In OfficeDo you genuinely enjoy building trust over time, staying connected, and following through? Are you energized by listening well, maintaining relationships, and helping people navigate complex decisions with clarity and care?Peak Trust Company is seeking a Business Development & Relationship Officer (BDRO) to support thoughtful, relationship-driven growth across our firm. This role is centered on connection, consistency, and stewardship, cultivating professional relationships, engaging prospective clients, and ensuring Peak’s services are communicated with professionalism, warmth, and credibility.This is not a transactional sales role. Success comes from showing up consistently, following through reliably, and maintaining long-term relationships with clients and referral partners.What You’ll Do

Serve as an initial point of connection for new inquiries, engaging prospects by phone, email, and web with professionalism and care
Qualify inbound inquiries based on service fit, assets, and jurisdiction, and guide prospects through Peak’s trust services and onboarding process
Build, maintain, and strengthen long-term relationships with referral partners such as attorneys, financial advisors, and other professionals
Participate in conferences, industry events, community gatherings, and educational forums to strengthen professional relationships on behalf of Peak
Maintain consistent, professional follow-up with prospects and referral partners to ensure relationships remain active and supported
Collaborate closely with marketing, fiduciary, and leadership teams to align relationship development with service delivery
Share observations and insights that support thoughtful, sustainable growth and enhance the client and referral experience

What Success Looks Like

Prospects and referral partners feel informed, respected, and consistently engaged
Inquiries are qualified thoughtfully and routed appropriately
Referral relationships are nurtured, diversified, and strengthened over time
Interactions with Peak consistently reflect confidence, credibility, and warmth
Internal teams receive clear insight into referral patterns, market observations, and client needs
Relationships are built on trust and continuity, not transactional outcomes

What You Bring

Strong interpersonal and communication skills, with the ability to build rapport through professionalism, listening, and follow-through
A relationship-driven mindset, you value consistency, reliability, and long-term connection
Comfort explaining complex concepts clearly and thoughtfully (financial or trust services experience is a plus)
Strong organizational skills and attention to detail, particularly around follow-up and communication
Experience in business development, relationship management, client engagement, or a similar role
Willingness to attend conferences and meet with partners in person as needed

Why Join Peak?At Peak Trust Company, relationships are at the heart of everything we do, with our clients, our partners, and our team. You’ll join a collaborative, driven organization that values steady contribution, professionalism, and integrity. We are looking for people who take pride in representing our firm through consistent, thoughtful engagement rather than the spotlight.EEO Statement:Peak 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, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.Peak 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.Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.Ready to Grow With Us?If you’re energized by consistency, follow-through, and long-term relationship care, and want to contribute to a firm that values trust and meaningful connection, we’d love to hear from you.Apply today and help strengthen the relationships that drive Peak forward.

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