Director of Advisory Services

WSFS Bank•Berwyn, PA

4d•$111,440 - $183,082•Hybrid

About The Position

The Director of Advisory Services is responsible for the development of new relationships, assist in the retention of existing business, and actively promote additional services to current clients. The Director of Advisory Services is also responsible for enhancing our overall sales strategy in the Private Wealth Management space.

Requirements

Bachelor’s degree is required, preferably in a Finance related field.
Must have a minimum of 15 years of financial services and/or private wealth sales experience
Must have proven sales experience
In depth knowledge of key financial planning, investment management, and fiduciary concepts
In depth knowledge of lending and deposit products.
In depth knowledge of trust services, including fully discretionary trust services as well as delegated trust services.
Must be able to travel within the Bank’s footprint, as well as nationally.
Results oriented, sales aptitude with demonstrated ability to achieve organizational and business goals.
Superior interpersonal, organizational, and client service skills
Must have excellent written and oral communication skills.
Must have excellent listening and presentation skills.
Must have excellent problem-solving abilities

Nice To Haves

CFP, CTFA, MBA, JD or similar designation preferred.
Experience with Salesforce is preferred.

Responsibilities

Develop and cultivate strategic relationships with financial advisors, trust officers, and other wealth management professionals to identify, recruit, and onboard high-performing talent and business opportunities into the firm.
Lead advisor and trust officer transition initiatives by providing consultative guidance, coordinating internal resources, and ensuring a seamless migration of client relationships, assets, and business operations to the firm.
Generate new business development with Centers of Influence including, but not limited to, Registered Investment Advisory firms, Family Office, Wealth Management firms, and Independent Trust Companies.
Attend conferences, networking events, and other industry events to help develop and retain business.
Develop new relationships and deepen existing relationships by focusing on wealth management services, including investment management, discretionary and delegated fiduciary services, as well as credit, and deposit services
Actively participate in community functions and continue to expand their knowledge in private wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning while representing WSFS and its subsidiaries
Keep abreast of economic and financial market trends to proactively recommend best fit financial solutions
Proactively recommend new solutions in current Marketing efforts and overall sales processes
Build and maintain strong internal relationships within WSFS and the Advisors/Relationship Managers that support his/her clients
Other duties as assigned