Wealth Management Manager – Business Development

Trustco Bank; Vero Beach (FL); Vor Ort; USD 85.000 - 125.000; Vollzeit

Benefits dieser Stelle

Health insurance

Health Savings Account

401(k) match

Paid time off

Training & development

Tuition reimbursement

Loan product discounts

Zusammenfassung

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.

Qualifikationen

• 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

Aufgaben

• 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.

Kenntnisse

Verbal communication

Written communication

Organization

MS Office

Excel

Word

Independent work

Collaborative

English fluent

Ausbildung

Bachelor's degree

Master's degree

Jobbeschreibung

Reports to: Wealth Management Vice President

FLSA Status: Exempt | Supervisory Role: Yes

Why Join Us?

At Trustco Bank, we’re committed to fostering a supportive and inclusive workplace where our employees can grow their careers. We believe that our people are our greatest asset and consider our employees as family. We value each team member’s contribution and offer a supportive, collaborative work environment. Join us in shaping the future of wealth management with integrity, innovation, and dedication. Elevating Financial Futures | Building Lasting Relationships

We believe that investing in our employees means investing in the future of our company. As a valued team member, you will be eligible for a generous compensation and benefits package that includes: medical, dental and vision insurance, a health savings account with an annual employer contribution, a 401(k)-retirement plan with generous employer match, paid time off plus 11 paid federal holidays, training and professional development programs, tuition reimbursement, reduced fees and rates on certain loan products, and much more!

About The Wealth Management Manager Role

As a pivotal member of our Wealth Management team, the Wealth Management Manager – Business Development will be at the forefront of expanding Trustco Bank’s footprint in the wealth management space. This role combines strategic prospecting, relationship cultivation, and team leadership to drive new client acquisition and deepen existing client engagements. The ideal candidate will exemplify professionalism, possess a talent for networking, and demonstrate a passion for delivering tailored financial strategies.

Key Responsibilities

• Strategic Business Development: Cultivate and expand a robust pipeline of new high-net-worth clients through diverse channels, including branch referrals, professional networks, and targeted outreach to attorneys, CPAs, and medical professionals.
• Relationship Building: Engage with prospective and existing clients through personalized meetings, understanding their financial aspirations, and shaping customized wealth management solutions.
• Educational Leadership: Plan, organize, and host seminars and educational events—selecting venues, coordinating speakers, developing marketing strategies, and managing attendee outreach to elevate Trustco’s brand presence.
• Regulatory & Compliance Oversight: Ensure all activities adhere to applicable regulations and internal policies, safeguarding Trustco’s reputation and client trust.
• Financial Planning & Analysis: Conduct in-depth research and case design to craft comprehensive financial plans aligned with client goals.
• Mentorship & Leadership: Lead, motivate, and develop a team of wealth management professionals, fostering a collaborative environment focused on exceeding sales targets and delivering exceptional client service.

This job description is not exhaustive; duties and responsibilities may change at any time with or without notice.

Qualifications

Required

• 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

Preferred

• Master’s degree in Business or a related discipline.
• Prior experience in wealth management, financial planning, or business development within a banking or financial services environment

Schedule

Full-time position; Monday – Friday, 8:30 AM – 5:00 PM (Flexibility required for evening and weekend events)

Physical Demands

Primarily sedentary; includes use of standard office equipment.

Equal Employment Opportunity Statement

Trustco Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability, or protected veteran status. This includes, but is not limited to, the following:

• Hiring, placement, upgrading, transfer, demotion or promotion
• Recruitment, advertising or solicitation for employment
• Treatment during employment
• Rates of pay or other forms of compensation
• Selection for training, including apprenticeship
• Layoff or termination

It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.