Manager of Wealth Services Relationship Management

Responsibilities

• Provide leadership, direction, and guidance to a team of relationship management wealth advisors.
• Foster a positive and united work environment, promoting teamwork and professional development.
• Manage and train wealth advisor associates.
• Help maintain the three-year associate program to develop future wealth advisors.
• Ensure associates get exposure to all the divisions in wealth during their tenure.
• Ensure that the team provides excellent financial advice and service to clients.
• Work together with other departments to drive cross-selling initiatives and ensure a coordinated approach to client service.
• Develop and implement operational and strategic plans to achieve team targets and goals and grow the business.
• Stay up to date with industry trends and best practices and ensure that the team is trained and knowledgeable on these topics.
• Leverage Salesforce CRM to manage client and pipeline activity.
• Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.
• Travel when needed.
• Perform other duties as assigned.

Qualifications

• Bachelor’s Degree in business, finance, or a related field.
• Demonstrated experience in managing a team of advisors.
• Extensive experience in wealth management, financial planning, and investment services.
• Series 7, 66, or 63/65 registration.
• CFP preferred; CFA or CTFA is also desirable.
• Excellent communication and social skills with the ability to build and maintain strong client relationships.
• Strong guidance and management skills.
• Proven track record of achieving goals.
• Knowledge of industry regulations and compliance requirements.
• Strong problem-solving, presentation, and judgment-making skills.

Benefits

Univest offers a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 25 days annually (prorated your first year)
• Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
• Holiday Time Off: 11 paid holidays
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

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