Wealth Management Growth Leader

Trustco Bank

City of Albany (NY)

On-site

USD 90,000 - 150,000

Full time

3 days ago

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Benefits offered by this job

Health insurance

401(k) retirement plan with match

Paid time off and holidays

Tuition reimbursement

Job summary

Trustco Bank is seeking a Wealth Management Manager – Business Development to lead strategic growth in our wealth management footprint. You will prospect new high-net-worth clients, deepen existing relationships, and guide tailored financial strategies.

The role emphasizes leadership, education events, and regulatory adherence while collaborating across teams. The ideal candidate will have strong networking skills, professional demeanor, and a passion for delivering comprehensive wealth

Qualifications

Bachelor’s degree or equivalent experience in business, finance, or related field.
Excellent verbal and written communication skills.
Well organized with ability to manage multiple priorities and meet deadlines.
Ability to work independently and collaboratively.
Proficiency in MS Office, especially Excel and Word.
Fluent English; bilingual a plus.

Responsibilities

Cultivate and expand a pipeline of new high-net-worth clients through diverse channels.
Build relationships with prospective and existing clients via meetings, tailoring wealth solutions.
Plan, host seminars and educational events to elevate brand presence.
Ensure activities comply with regulations and internal policies.
Conduct financial planning research and design client-aligned plans.
Lead and develop a team of wealth management professionals to exceed targets.