Wealth Management Growth Leader (BD & Leadership)

TrustCo Bank Corp; United States; On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Health Savings Account (HSA)

401(k) with employer match

Paid time off

11 paid federal holidays

Tuition reimbursement

Reduced fees on loan products

Job summary

Trustco Bank is seeking a Wealth Management Manager - Business Development in Juno Beach, FL. The role focuses on expanding the wealth management footprint through strategic prospecting, relationship cultivation, and team leadership to drive new client acquisition and deepen existing engagements.

The ideal candidate will demonstrate professionalism, strong networking skills, and a passion for delivering tailored financial strategies; a Bachelor's degree is required and a Master's is preferred.

Qualifications

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

Responsibilities

• Cultivate and expand a pipeline of high-net-worth clients through diverse channels.
• Engage with clients through meetings to tailor wealth management solutions.
• Plan and host seminars and events to elevate brand presence.
• Ensure activities comply with regulations and internal policies.
• Conduct in-depth research to craft comprehensive financial plans.
• Lead and develop a team of wealth management professionals.

Skills

Verbal & written communication

Organizational skills

Independent yet collaborative

Microsoft Excel & Word

Networking & relationship building

Fluent in English

Education

Bachelor's degree in Business/Finance/Marketing or related field

Master's degree (preferred)

Tools

Microsoft Office Suite

Job description

Trustco Bank is seeking a Wealth Management Manager - Business Development in Juno Beach, FL. The role focuses on expanding the wealth management footprint through strategic prospecting, relationship cultivation, and team leadership to drive new client acquisition and deepen existing engagements.

The ideal candidate will demonstrate professionalism, strong networking skills, and a passion for delivering tailored financial strategies; a Bachelor's degree is required and a Master's is preferred.