Job DescriptionThe Business Development Officer is responsible for the development of new relationships and assistance in the retention of existing business while actively promoting additional services to current clients with Private Wealth Management. The Business Development Officer is also responsible for enhancing our overall sales strategy in the Private Wealth Management space.
Job Responsibilities:- Generate new business development with Centers of Influence including, but not limited to, Registered Investment Advisory firms, Family Office, Wealth Management firms, Independent Trust Companies, and high net worth individuals.
- Call on prospective clients, as well as medical, legal, tax and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clients.
- Responsible for the development of new relationships, as well as strategy, which involve the sale 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
Minimum Qualifications:- A bachelor's degree is required, preferably in a Finance related field.
- CFP, CTFA, MBA, JD or similar designation preferred.
- Must have a minimum of 15 years of financial services and/or private wealth sales experience.
- Must have proven sales experience
- Experience with Salesforce is preferred
- In depth knowledge of key financial planning, investment, 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.
- Must be self-motivated, and able to work with minimal supervision.
- Superior interpersonal, organizational, and client service skills
- Must have excellent written and oral communication skills.
- Must have excellent listening and presentation skills.
- Must have an excellent problem-solving ability.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
