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About the 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.
Responsibilities
- 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.
- Engage with prospective and existing clients through personalized meetings, understanding their financial aspirations, and shaping customized wealth management solutions.
- 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.
- Ensure all activities adhere to applicable regulations and internal policies, safeguarding Trustco’s reputation and client trust.
- Conduct in-depth research and case design to craft comprehensive financial plans aligned with client goals.
- Lead, motivate, and develop a team of wealth management professionals, fostering a collaborative environment focused on exceeding sales targets and delivering exceptional client service.
Requirements
- 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.
- 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.
Skills
- Business Development
- Relationship Building
- Financial Planning
- Team Leadership
- Microsoft Office Suite
- Excel
- Word
Work Type
- Full-time
Education Level
- Bachelor's degree
- Master's degree
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Health savings account with an annual employer contribution
- 401(k)-retirement plan with generous employer match
- Paid time off
- 11 paid federal holidays
- Training and professional development programs
- Tuition reimbursement
- Reduced fees and rates on certain loan products
About the Company
- 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
Equal Opportunity
- 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.