Wealth Management Growth Lead

Trustco Bank; Vero Beach (FL); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Health Savings Account

401(k) match

Paid time off

Training & development

Tuition reimbursement

Loan product discounts

Job summary

Trustco Bank in Florida is seeking a Wealth Management Manager – Business Development to expand the bank's wealth management footprint. You will lead strategic prospecting, cultivate client relationships, and guide a team to exceed sales targets while delivering tailored financial strategies.

The role emphasizes networking, professionalism, and delivering value to high-net-worth clients, with opportunities for training and professional development within a collaborative environment.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related field; or equivalent experience.
• Exceptional verbal and written communication skills.
• Highly organized with the ability to manage multiple priorities and meet tight deadlines.
• Proven ability to work independently and collaboratively.
• Proficiency in Microsoft Office Suite, especially Excel and Word.
• Fluent in English; bilingual a plus
• Access to reliable transportation

Responsibilities

• Strategic Business Development: Cultivate and expand a robust pipeline of new high-net-worth clients.
• Relationship Building: Engage with prospective and existing clients through personalized meetings and tailored wealth solutions.
• Educational Leadership: Plan and host seminars and educational events to elevate Trustco’s brand presence.
• Regulatory & Compliance Oversight: Ensure activities adhere to applicable regulations and internal policies.
• Financial Planning & Analysis: Conduct in-depth research and design comprehensive financial plans.
• Mentorship & Leadership: Lead and develop a team of wealth management professionals.

Skills

Verbal communication

Written communication

Organization

MS Office

Excel

Word

Independent work

Collaborative

English fluent

Education

Bachelor's degree

Master's degree

Job description

Trustco Bank in Florida is seeking a Wealth Management Manager – Business Development to expand the bank's wealth management footprint. You will lead strategic prospecting, cultivate client relationships, and guide a team to exceed sales targets while delivering tailored financial strategies.

The role emphasizes networking, professionalism, and delivering value to high-net-worth clients, with opportunities for training and professional development within a collaborative environment.