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About the job
Join Our Team at G2
At G2, we are on a mission to revolutionize the B2B software industry. As the largest and most trusted software marketplace globally, we empower businesses to thrive by providing insights and strategies derived from real user experiences. With over 200 million annual visitors and 6 million verified reviews, our collaboration with Capterra, SoftwareAdvice, and GetApp positions us as the central hub for software buyers to make informed decisions. We are just getting started on our journey, and we invite you to be part of our exciting adventure towards achieving our next PEAK!
About Our Culture
Our values at G2, Performance, Entrepreneurship, Authenticity, and Kindness (PEAK), are the foundation of our culture. As part of our global community, you will work alongside a diverse team of dedicated individuals, all committed to supporting one another's growth. We celebrate successes and learn from challenges while prioritizing our DEI initiatives and philanthropy, such as the G2 Gives program aimed at fostering a better world.
Join Our Team at G2At G2, we are on a mission to revolutionize the B2B software industry. As the largest and most trusted software marketplace globally, we empower businesses to thrive by providing insights and strategies derived from real user experiences. With over 200 million annual visitors and 6 million verified reviews, our collaboration with Capterra,…
Role Overview Trupanion is hiring a Territory Sales Partner based in Fort Myers, FL. This role focuses on building and maintaining connections with veterinary practices throughout the region. The Territory Sales Partner introduces Trupanion’s pet insurance products and works to grow sales within the assigned area. What You Will Do Develop and strengthen relationships with veterinary clinics in Fort Myers and the surrounding area Promote Trupanion’s pet insurance offerings to veterinary professionals Drive sales and increase product adoption within the designated territory
Reports to: Vice President, Trust OfficerDepartment: Fiduciary ServicesEmployment Type: Full-time / Onsite (Remote 2x/month)Location: Naples, FL or Fort Myers, FLABOUT USWe are not just another financial institution; we are a dedicated independent trust company that prioritizes relationships over transactions. Our mission is to empower individuals and families to preserve and grow their wealth with integrity, transparency, and a personal touch. Serving clients across Southwest Florida and beyond, we provide boutique investment management, trust, and estate services backed by institutional strength. Our close-knit team is community-focused and dedicated to acting in the best interest of our clients and each other.YOUR ROLEIn the capacity of Trust Officer, you will act as a trusted advisor for high-net-worth clients, managing complex trust accounts while ensuring compliance with fiduciary standards and regulations. You will cultivate deep, meaningful relationships, guiding clients, beneficiaries, and internal partners through the complexities of trust management with clarity and professionalism.KEY RESPONSIBILITIESAdminister a diverse portfolio of trusts, estates, and agency accounts in accordance with governing documents, and both state and federal regulations.Act as the primary relationship manager for clients and beneficiaries, offering expert guidance on trust terms, distributions, tax implications, and estate planning.Review and interpret trust instruments, wills, and associated legal documents to determine necessary administrative actions.Collaborate with investment, tax, legal, and compliance teams to deliver seamless, high-quality service across all accounts.Monitor account activities, investment performance, cash flow requirements, and distribution schedules to ensure accuracy and proactive management.Identify and address potential risks or compliance issues promptly, escalating concerns as necessary to safeguard client and company interests.Drive business development through exceptional service, referrals, and active engagement in client and community events.
Join Our Team at G2At G2, we are on a mission to revolutionize the B2B software industry. As the largest and most trusted software marketplace globally, we empower businesses to thrive by providing insights and strategies derived from real user experiences. With over 200 million annual visitors and 6 million verified reviews, our collaboration with Capterra,…
Role Overview Trupanion is hiring a Territory Sales Partner based in Fort Myers, FL. This role focuses on building and maintaining connections with veterinary practices throughout the region. The Territory Sales Partner introduces Trupanion’s pet insurance products and works to grow sales within the assigned area. What You Will Do Develop and strengthen relationships with veterinary clinics in Fort Myers and the surrounding area Promote Trupanion’s pet insurance offerings to veterinary professionals Drive sales and increase product adoption within the designated territory
Reports to: Vice President, Trust OfficerDepartment: Fiduciary ServicesEmployment Type: Full-time / Onsite (Remote 2x/month)Location: Naples, FL or Fort Myers, FLABOUT USWe are not just another financial institution; we are a dedicated independent trust company that prioritizes relationships over transactions. Our mission is to empower individuals and families to preserve and grow their wealth with integrity, transparency, and a personal touch. Serving clients across Southwest Florida and beyond, we provide boutique investment management, trust, and estate services backed by institutional strength. Our close-knit team is community-focused and dedicated to acting in the best interest of our clients and each other.YOUR ROLEIn the capacity of Trust Officer, you will act as a trusted advisor for high-net-worth clients, managing complex trust accounts while ensuring compliance with fiduciary standards and regulations. You will cultivate deep, meaningful relationships, guiding clients, beneficiaries, and internal partners through the complexities of trust management with clarity and professionalism.KEY RESPONSIBILITIESAdminister a diverse portfolio of trusts, estates, and agency accounts in accordance with governing documents, and both state and federal regulations.Act as the primary relationship manager for clients and beneficiaries, offering expert guidance on trust terms, distributions, tax implications, and estate planning.Review and interpret trust instruments, wills, and associated legal documents to determine necessary administrative actions.Collaborate with investment, tax, legal, and compliance teams to deliver seamless, high-quality service across all accounts.Monitor account activities, investment performance, cash flow requirements, and distribution schedules to ensure accuracy and proactive management.Identify and address potential risks or compliance issues promptly, escalating concerns as necessary to safeguard client and company interests.Drive business development through exceptional service, referrals, and active engagement in client and community events.
