VP, Trust & Investments

 

The Vice President, Trust & Investments will be responsible for the overall promotion and development of new trust business and trust service lines. This person will assist with ?re-branding? the Company?s professional identity; will design a well-defined assessment/identification/recommendation process; develop strategic sales and marketing plans; deepen relationships among existing clients; and  initiate contacts for developing new business.  This role requires a creative, savvy financial professional who can skillfully market and sell trust and employee benefit solutions; an expert who has a passion for developing relationships; and someone who possesses the drive to build new business opportunities in order to improve and enhance client outcomes. This position will report directly to the President/CEO. The duties and responsibilities of the Vice President, Trust & Investments include, but are not limited to, the following:

 

? Develop and implement sales and marketing strategies, goals and objectives for trust products and services (including investment advisory, trustee and employee benefit products and services), in order to achieve growth goals

 

? Develop a well-defined process in order to communicate and demonstrate the value of the services offered through the assessment of potential clients, identifying their needs, and recommending and delivering appropriate products/services

 

? Identify and cultivate new business opportunities across the expanded lines of business and product offerings

 

? Network and build relationships with centers of influence (current clients, board members, investment bankers, attorneys, financial advisors, accountants, consultants, etc.) for referrals

 

? Engage existing client accounts to identify and cultivate cross-selling opportunities

 

? Increase awareness among potential client groups, existing clients and strategic partners, in order to ?re-brand? and enhance identification of the company?s name and services

 

? Establish and manage external strategic partnerships with providers of financial services, investment management, retirement and brokerage services

 

? Responsibility for developing and delivering awareness and education of benefits and value of trust services and employee benefit programs

 

? Represent organization in community organizations and activities to enhance the Company?s image and build upon the referral network for business development opportunities

 

 

 

? Work with Trust Officers, Managers of Employee Benefits and other team members to ensure maximum return on investment, efficiency and convenience for clients

 

? Establish risk profiles and suitability profiles for investments

 

? Oversee all investment products, including outside investment products and services

 

? Serve as backup for EB and Personal Trust Administrators during their absences

 

? Chair the Trust Investment Committee  and serve on Trust Policy Committee

 Competencies

Qualified candidates will possess the following skills, experience, education and abilities:

 

? Bachelor?s Degree required

 

? An MBA or advanced degree preferred

 

? Certification(s) in Financial Planning, Investment or Wealth Management preferred

? At least 5+ years experience in a business development role

 

? Possession of business knowledge and expertise to understand client business financial, investment, trust, benefit and retirement needs

 

? Broad-based technical knowledge of investments, tax, legal, and operations are necessary to service clients

 

? Exceptional project management and overall organizational skills

 

? Excellent overall communication skills - written, verbal and interpersonal, especially the ability to interact successfully with people at all levels

 

? Exposure to or experience in C-level business development a plus

? A proven track record and desire for business development

? Excellent presentation skills