Remote VP, Wealth Management & Advisor Partnerships

Members Trust Company; United States; Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Collaborative and Supportive Work Env

Competitive Total Rewards Program

Innovative Brand and Thought Leader

Meaningful Work and Growth

Job summary

Members Trust Company, a nationally chartered trust company, is seeking a VP, Wealth Management Consultant to drive sales of our investment management and trust/estate solutions. The role focuses on building relationships with RIAs, CUs, and financial institutions, and leading education and training for relationship managers.

Based remotely in select US markets with a hybrid option near major office locations, you will guide strategic sales initiatives, coach teams, and collaborate with

Qualifications

• Bachelor’s Degree in business-related field required.
• Seven years of wealth management/financial services sales experience, including five years in trust services or investment products.
• Five years of sales/educational coaching in wealth management.

Responsibilities

• Generate sales of MTC investment management solutions and trust/estate services through in-person sales and training meetings.
• Increase the frequency of RMs who actively recommend MTC solutions to grow assets under management.
• Own sales performance and territory goals.
• Partner with 3rd party leadership to help advisors and trust officers grow their practice.
• Coach to practice management and educational thought leadership.
• Manage administrative responsibilities including travel, CRM updates, calendars, and education requirements.
• Educate RMs on MTC trust products and services to drive sales.

Skills

wealth planning

investment products

trust & estate

relationship management

public speaking

communication

leadership

virtual meetings

closing skills

integrity & work ethic

Education

Bachelor’s Degree in business

Tools

Salesforce

Job description

Members Trust Company, a nationally chartered trust company, is seeking a VP, Wealth Management Consultant to drive sales of our investment management and trust/estate solutions. The role focuses on building relationships with RIAs, CUs, and financial institutions, and leading education and training for relationship managers.

Based remotely in select US markets with a hybrid option near major office locations, you will guide strategic sales initiatives, coach teams, and collaborate with