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Wealth Management Manager - Business Development Reports to: Wealth Management Vice PresidentFLSA Status: Exempt | Supervisory Role: YesAbout the Wealth Management Manager RoleAs a pivotal member of our Wealth Management team, the Wealth Management Manager - Business Development will be at the forefront of expanding Trustco Bank's footprint in the wealth management space. This role combines strategic prospecting, relationship cultivation, and team leadership to drive new client acquisition and deepen existing client engagements. The ideal candidate will exemplify professionalism, possess a talent for networking, and demonstrate a passion for delivering tailored financial strategies.
Key Responsibilities- Strategic Business Development: Cultivate and expand a robust pipeline of new high-net-worth clients through diverse channels, including branch referrals, professional networks, and targeted outreach to attorneys, CPAs, and medical professionals.
- Relationship Building: Engage with prospective and existing clients through personalized meetings, understanding their financial aspirations, and shaping customized wealth management solutions.
- Educational Leadership: Plan, organize, and host seminars and educational events-selecting venues, coordinating speakers, developing marketing strategies, and managing attendee outreach to elevate Trustco's brand presence.
- Regulatory & Compliance Oversight: Ensure all activities adhere to applicable regulations and internal policies, safeguarding Trustco's reputation and client trust.
- Financial Planning & Analysis: Conduct in-depth research and case design to craft comprehensive financial plans aligned with client goals.
- Mentorship & Leadership: Lead, motivate, and develop a team of wealth management professionals, fostering a collaborative environment focused on exceeding sales targets and delivering exceptional client service.
This job description is not exhaustive; duties and responsibilities may change at any time with or without notice.
QualificationsRequired- Bachelor's degree in Business, Finance, Marketing, or related field; or equivalent experience.
- Exceptional verbal and written communication skills.
- Highly organized with the ability to manage multiple priorities and meet tight deadlines.
- Proven ability to work independently and collaboratively.
- Proficiency in Microsoft Office Suite, especially Excel and Word.
- Fluent in English; bilingual a plus
- Access to reliable transportation
Preferred- Master's degree in Business or a related discipline.
- Prior experience in wealth management, financial planning, or business development within a banking or financial services environment
ScheduleFull-time position; Monday - Friday, 8:30 AM - 5:00 PM (Flexibility required for evening and weekend events)
Physical Demands: Primarily sedentary; includes use of standard office equipment.
