Vice President, Wealth Management Consultant

Members Trust Company; United States; Hybrid; USD 150.000 - 230.000; Vollzeit

Benefits dieser Stelle

Collaborative and Supportive Work Env

Competitive Total Rewards Program

Innovative Brand and Thought Leader

Meaningful Work and Growth

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

wealth planning

investment products

trust & estate

relationship management

public speaking

communication

leadership

virtual meetings

closing skills

integrity & work ethic

Ausbildung

Bachelor’s Degree in business

Tools

Salesforce

Jobbeschreibung

Members Trust Company is a nationally chartered trust company that partners with RIAs, broker-dealers, credit unions, and other financial institutions and professionals to deliver sophisticated trust and estate solutions. Through a collaborative, advisor-friendly approach, Members Trust Company helps individuals and families preserve, manage, and transfer wealth with confidence. The company combines deep fiduciary expertise, personalized service, and an unwavering commitment to integrity to help advisors, their clients, members, and other financial professionals navigate increasingly complex fiduciary needs.

Location

This position may be based remotely in Seattle, Portland, or Boise, or positioned as a hybrid role near one of MTC’s office locations in Denver or Las Vegas.

Job Summary

The primary role of the VP, Wealth Management Consultant (WMC) is to drive sales of Members Trust Company (MTC) solutions and product suite, as well as develop relationships with Registered Investment Advisors (RIAs), Credit Unions (CU)/Financial Institutions and the 3rd party relationship managers (RM, Financial Advisors/Wealth Advisors/Trust Officers) that can sell MTC solutions and product suite. This is a sales, service, and training role where ethics, integrity and energetic drive are at the forefront. This role is an MTC investment management and trust/estate services platform subject matter expert and is critical to the success of the firm’s growth strategy.

Essential Job Functions

• Generate sales of MTC investment management solutions as well as trust and estate services by conducting in-person sales and training meetings.
• Increase the frequency and number of RMs who actively recommend MTC solutions to grow assets under management.
• Own sales performance and goals for assigned territory.
• Partner with 3rd party leadership to help advisors and trust officers grow their advisory practice.
• Coach to practice management and educational thought leadership.
• Manage administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements.
• Educate RMs on MTCs trust products and services to drive sales.

Primary Duties and Responsibilities

• Call RM prospects and existing RMs on the phone, via webcam, and conduct in-person site visits to RIA, credit union offices and retail offices/branches in the geographic markets they are assigned.
• Drive MTC investment/trust opportunities that will in turn drive revenue from acquiring prospective clients, expanding existing relationships and retaining current clients.
• Collaborate closely with the internal leadership teams of investment management and trust to present a unified MTC message.
• Assist RMs in a coaching/training capacity with the goal of getting them comfortable with MTC capabilities and sales process by conducting joint client appointments so the RM can conduct more meetings on their own in the future.
• Collaborate with relationship managers to deepen existing client relationships by providing advice around current investment views and positioning investments, wealth planning concepts and trust services where appropriate.
• Address product inquiries and partner with CUs, their leadership team and relationship managers to address client objections, competitive hurdles, and perceived gaps.
• Focus on driving average client ticket size upstream to larger balances.
• Travel to regional and national events and conferences to retain key clients and further develop relationships.
• Public speaking at large group RM and client events.
• Focus on ongoing RIA/CU relationship manager development through new hire training, advanced training workshops/role plays and one to one coaching sessions.
• Partner with key RIA/CU leaders to measure effectiveness and make changes to strategy if needed.
• Other responsibilities include assisting with the use of various client sales related tools, participating in the development of educational and sales content for relationship manager training and focused sales calls.

Required Skills/Abilities

• Superlative understanding of wealth planning concepts and how they fit into wealth management solutions.
• Deep investment product knowledge and the ability to articulate complex investment ideas.
• Comprehensive understanding of trust and estate offerings and how to position these with relationship managers and their clients.
• Expert at client outreach/relationship management tactics and meeting with new prospects to drive greater distribution of our platform and solutions.
• Proven ability to communicate effectively at all levels.
• Ability to effectively lead and partner with others.
• Demonstrated ability to run virtual meetings and presentations using remote platforms.
• Strong communication, presentation and closing skills.
• Energetic, self-motivated, positive attitude, and goal oriented.
• High degree of integrity, strong work ethic, and leadership skills.
• Ability and willingness to prepare relentlessly and execute passionately.
• Ability to be flexible, adaptable, and work well under pressure.
• Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems.

Education and Experience

• Bachelor’s Degree in a business-related field required.
• Minimum seven years of wealth management/financial services sales experience, including a minimum five years of trust services or investment product experience.
• Minimum five years of sales/educational coaching in the wealth management arena.
• Experience with Directed and Delegated Trust Services sales.
• Fee-based investment account sales and/or trust and estate issues experience.
• CRM (Salesforce) experience required.

Physical Requirements

• Ability to travel regularly within a defined geography to achieve KPIs.
• Ability to navigate various areas of an organization’s physical premises.
• Ability to remain in a stationary position for prolonged periods.
• Ability to effectively operate a computer and other office equipment.

Additional Information

Members Trust Company reserves the right to change or assign activities, duties, and responsibilities at any time.

The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

What We Offer

• Collaborative and Supportive Work Environment
• Competitive Total Rewards Program
• Innovative Brand and Thought Leadership
• Meaningful Work and Growth Opportunities

For a complete list of our benefit offerings, visit our Careers Page at www.memberstrust.com.

Equal Opportunity Employer | E-Verify Employer