Wealth Growth & Partnerships Officer

Stock Yards Bank & Trust; Louisville (KY); On-site; USD 90,000 - 130,000; Full time

Job summary

Stock Yards Bank & Trust seeks a New Business Development Officer to drive growth by sourcing new client relationships and referrals through bank partners, COIs, and direct prospecting. The role emphasizes strategic financial planning, market outreach, and relationship building to increase wealth management opportunities.

The ideal candidate will have a strong track record in wealth or investment management, advanced credentials, and at least five years of experience, with a commitment to

Qualifications

• Bachelor's degree required.
• Advanced degree or professional certification such as CFP, CFTA, CFA, CIMA strongly preferred.
• Minimum of five years' experience required.
• Proven track record in wealth/investment management or business development/management.

Responsibilities

• Develop new client/prospect/COI leads and manage prospecting.
• Organize prospect meetings and liaise with partners at initial meeting.
• Engage in comprehensive financial planning.
• Articulate full capabilities and value proposition to prospective clients and liaisons.
• Maintain in-depth knowledge of investment and trust services.
• Utilize CRM to update and track prospect data.
• Build professional and corporate networks to develop referral relationships.
• Attend client meetings as needed to maintain relationships.

Skills

Analytical skills

Sales skills

Communication skills

Interpersonal skills

Presentation skills

Self-starter

Decision-making

Education

Bachelor's degree

Advanced degree or professional certification (CFP, CFTA, CFA, CIMA)

Job description

Stock Yards Bank & Trust seeks a New Business Development Officer to drive growth by sourcing new client relationships and referrals through bank partners, COIs, and direct prospecting. The role emphasizes strategic financial planning, market outreach, and relationship building to increase wealth management opportunities.

The ideal candidate will have a strong track record in wealth or investment management, advanced credentials, and at least five years of experience, with a commitment to