Director of Advisory Services

WSFS Bank; Devon (PA); On-site; USD 111,000 - 183,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Life, accident, and disability ins.

Flexible spending accounts

Wellness programs

Paid parental leave

Vacation and paid time off

Job summary

WSFS Bank is seeking a Director of Advisory Services to develop and promote wealth management strategies.

The role requires building relationships, generating new business, and maintaining strong client service standards. Candidates must possess extensive financial services experience and excellent communication skills.

Benefits include medical coverage and a 401(k) plan, with opportunities for professional development and advancement.

Qualifications

• Minimum 15 years of financial services and/or private wealth sales experience.
• Proven sales experience.
• In-depth knowledge of financial planning, investment management, and fiduciary concepts.

Responsibilities

• Develop relationships with financial advisors and trust officers.
• Generate new business development with Centers of Influence.
• Attend conferences and networking events for business retention.

Skills

Financial planning

Investment management

Sales experience

Client service

Communication skills

Problem-solving

Organizational skills

Interpersonal skills

Education

Bachelor’s degree in Finance

CFP, CTFA, MBA, JD

Tools

Salesforce

Job description

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Director of Advisory Services is responsible for the development of new relationships, assist in the retention of existing business, and actively promote additional services to current clients. The Director of Advisory Services is also responsible for enhancing our overall sales strategy in the Private Wealth Management space.

Job Responsibilities:

• Develop and cultivate strategic relationships with financial advisors, trust officers, and other wealth management professionals to identify, recruit, and onboard high-performing talent and business opportunities into the firm.
• Lead advisor and trust officer transition initiatives by providing consultative guidance, coordinating internal resources, and ensuring a seamless migration of client relationships, assets, and business operations to the firm.
• Generate new business development with Centers of Influence including, but not limited to, Registered Investment Advisory firms, Family Office, Wealth Management firms, and Independent Trust Companies.
• Attend conferences, networking events, and other industry events to help develop and retain business.
• Develop new relationships and deepen existing relationships by focusing on wealth management services, including investment management, discretionary and delegated fiduciary services, as well as credit, and deposit services Actively participate in community functions and continue to expand their knowledge in private wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning while representing WSFS and its subsidiaries.
• Keep abreast of economic and financial market trends to proactively recommend best fit financial solutions.
• Proactively recommend new solutions in current Marketing efforts and overall sales processes.
• Build and maintain strong internal relationships within WSFS and the Advisors/Relationship Managers that support his/her clients.
• Other duties as assigned.

Minimum Qualifications:

• Bachelor’s degree is required, preferably in a Finance related field.
• CFP, CTFA, MBA, JD or similar designation preferred.
• Must have a minimum of 15 years of financial services and/or private wealth sales experience.
• Must have proven sales experience.
• Experience with Salesforce is preferred.
• In depth knowledge of key financial planning, investment management, and fiduciary concepts.
• In depth knowledge of lending and deposit products.
• In depth knowledge of trust services, including fully discretionary trust services as well as delegated trust services.
• Must be able to travel within the Bank’s footprint, as well as nationally.
• Results oriented, sales aptitude with demonstrated ability to achieve organizational and business goals.
• Superior interpersonal, organizational, and client service skills.
• Must have excellent written and oral communication skills.
• Must have excellent listening and presentation skills.
• Must have excellent problem-solving abilities.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range:

Salary Range: $111,440.00 - $183,082.25 Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.

Benefits:

• medical, dental, and vision coverage
• a 401(k) plan
• life, accident, and disability insurance
• flexible spending accounts (FSAs) and health savings accounts (HSAs)
• wellness programs

Additional Benefits:

• paid parental leave
• military leave
• vacation and other paid time off
• sick leave in accordance with applicable state laws
• paid holidays

Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [e-mail].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Third-party recruiters and agencies should not contact Associates of WSFS Financial Corporation, WSFS Bank, or its subsidiaries directly. WSFS does not accept unsolicited candidate submissions from third-party recruiters and agencies.