Job Title: Wealth Management Manager – Business Development
Reports to: Wealth Management Vice President
FLSA Status: Exempt
Salary Grade: EX02
Supervisory Responsibility: Yes

SUMMARY

The Wealth Management is responsible for prospecting new Financial Services clients through a variety of resources. Also responsible for mentoring a team of wealth mangement employees to meet and exceed sales goals and customer satisfaction targets.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by the supervisor and/or Trustco Bank’s Board of Directors.

• Cultivates new business relationships through a variety of leads including branch referrals, business contacts, specifically attorneys, CPAs, and in the medical field. Meet with existing and potential customer to establish new accounts and additions to existing accounts.
• Conducts client and referral source meetings.
• Develops and conducts seminars including location selection, scheduling, speakers, mailing lists, marketing materials, and mailing.
• Ensures compliance with regulations and Bank policies and procedures as they pertain to financial services activities.
• Financial planning case design and research.

REQUIRED EDUCATION/EXPERIENCE:

• A bachelor’s degree in business related field and/or equivalent level of education and experience.
• Effective verbal and written communication skills.
• Well organized with the ability to manage multiple tasks and work to time sensitive deadlines.
• Ability to work well independently and in groups.
• Working knowledge with Microsoft Office Programs; Excel and Word.

PREFERRED EDUCATION/EXPERIENCE:

• Master’s degree in business related field.

LANGUAGE SKILLS:

Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills a plus. Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers.

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by the supervisor and/or Trustco Bank’s Board of Directors.

• Cultivates new business relationships through a variety of leads including branch referrals, business contacts, specifically attorneys, CPAs, and in the medical field. Meet with existing and potential customer to establish new accounts and additions to existing accounts.
• Conducts client and referral source meetings.
• Develops and conducts seminars including location selection, scheduling, speakers, mailing lists, marketing materials, and mailing.
• Ensures compliance with regulations and Bank policies and procedures as they pertain to financial services activities.
• Financial planning case design and research

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• This is largely sedentary role, requiring use of typical office equipment such as a computer, laptop and phone.
• Ability to communicate both in person and/or by telephone