Wealth Director
Bryn Mawr TrustHighlight
Summary
About the Role
About You
- College degree and at least 10 years of experience in a Wealth specialty or generalist role focused on Wealth Advisory / Trust services, Portfolio Management, Financial Planning, Private Banking or Relationship Management.
- High level of technical knowledge of fiduciary, tax and estate planning concepts and a solid understanding of financial markets.
- Proven sales strategy skills and experience.
- Strong leadership skills.
- Strong client service skills and commitment to delivering excellent customer service.
- At least 7 years of people management and development experience.
- Proven track record for building and maintaining a high performing team.
- Prior experience working in a matrixed team environment.
- Comfortable with ambiguity and able to make decisions on complex matters quickly.
- Multiple domain experience.
Benefits
- Competitive benefits package including 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, and paid holidays.
WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s Registration as an investment advisor does not imply a certain level of skill or training. Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust. INVESTMENTS: NOT A DEPOSIT. NOT FDIC – INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.