Vice President, Wealth Advisor Trust & Wealth
About the Company
Top-rated online banking institution
Industry
Banking
Type
Public Company
Founded
1903
Employees
1001-5000
Categories
About the Role
The Company is seeking a VP, Wealth Advisor for Trust and Wealth. The successful candidate will be responsible for developing, managing, and maintaining revenue-generating investment and trust relationships. This role involves creating and executing a market-wide business development plan, establishing and nurturing business relationships with external and internal partners, and meeting with and educating bank partners on the value of trust and wealth capabilities. The VP, Wealth Advisor will also be expected to meet revenue, growth, and retention goals, and ensure the delivery of quality fiduciary services to clients. Applicants must have a Bachelor's degree in business, pre-law, finance, or accounting, or equivalent work experience, with a minimum of 5 years' in high-net-worth sales or related business development in a financial, legal, or nonprofit industry. A professional designation such as CTFA or CFP is preferred. The role requires a candidate with a strong knowledge of personal financial planning, investment management, and retail bank products for the affluent market. The ideal candidate will have the ability to communicate effectively, demonstrate strong sales and relationship management skills, and work both independently and as part of a team. Proficiency in Microsoft Office and the ability to travel for business purposes are also necessary.
Hiring Manager Title
Managing Director
Travel Percent
Less than 10%
Functions
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