Vice President, Wealth Advisor Trust & Wealth

Vice President, Wealth Advisor Trust & Wealth About the Company Top-rated online banking institution IndustryBanking TypePublic Company Founded1903 Employees1001-5000 Categories Financial ServicesBankingFinanceCreditConsulting & Professional ServicesBanking & Mortgages 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 TitleManaging Director Travel PercentLess than 10% Functions Finance

Created: 2025-01-30