Trusts and Estates Director

Company: Heritage Capital Corporation
Location: Beverly Hills
Posted on: February 23, 2026

Job Description:

Job Description Job Description Description: Set your sights on a career with one of the nation’s fastest-growing auction houses, that focuses on treasured collectibles from Sports, Entertainment to Luxury Handbags and Fine Art. Headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. For almost 50 years, Heritage Auctions has been 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 Trusts & Estates services from the Beverly Hills 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 Beverly Hills 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 Beverly Hills, CA 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, 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: EXPERIENCE: 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 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. Heritage Auctions Appraisal Services, Inc, a separate company, provides USPAP-compliant appraisals for estate, insurance, equitable division, and other needs. Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE

Keywords: Heritage Capital Corporation, Montebello , Trusts and Estates Director, Administration, Clerical , Beverly Hills, California