Director of Advisory Services

About the role

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage, and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Director of Advisory Services is responsible for developing new relationships, assisting in the retention of existing business, and actively promoting additional services to current clients while enhancing the overall sales strategy in the Private Wealth Management space.

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 expand 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 clients.
• Other duties as assigned.

Requirements

• Bachelor’s degree is required, preferably in a Finance-related field.
• CFP, CTFA, MBA, JD, or similar designation preferred.
• Minimum of 15 years of financial services and/or private wealth sales experience.
• Proven sales experience.
• Experience with Salesforce is preferred.
• 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.
• Ability to travel within the Bank’s footprint, as well as nationally.

Skills

• Results-oriented with a sales aptitude and demonstrated ability to achieve organizational and business goals.
• Superior interpersonal, organizational, and client service skills.
• Excellent written and oral communication skills, including listening and presentation skills.
• Excellent problem-solving abilities.

Pay

Salary Range: $111,440.00 - $183,082.25. Individual base pay may vary based on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan.
• Life, accident, and disability insurance.
• Flexible spending accounts (FSAs) and health savings accounts (HSAs).
• Wellness programs.
• Paid parental leave, military leave, vacation, and other paid time off.
• Sick leave in accordance with applicable state laws.
• Paid holidays.

Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. Additional benefits may be available.