Be an early applicantLess than 25 applicants

Company

Members Trust Company · 5 hours ago

VP, Wealth Management Consultant

United States

Full-time

Remote

Mid, Senior Level

$100K/yr - $175K/yr

7+ years exp

Maximize your interview chances

Financial ServicesImpact Investing

Insider Connection @Members Trust Company

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Generate sales of MTC investment management solutions as well as trust and estate services by conducting in-person sales and training meetings.

Increase the frequency and number of RMs who actively recommend MTC solutions to grow assets under management.

Own sales performance and goals for assigned territory.

Partner with 3rd party leadership to help advisors and trust officers grow their advisory practice.

Coach to practice management and educational thought leadership.

Manage administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements.

Educate RMs on MTCs trust products and services to drive sales.

Call RM prospects and existing RMs on the phone, via webcam, and conduct in-person site visits to RIA, credit union offices and retail offices/branches in the geographic markets they are assigned.

Drive MTC investment/trust opportunities that will in turn drive revenue from acquiring prospective clients, expanding existing relationships and retaining current clients.

Collaborate closely with the internal leadership teams of investment management and trust to present a unified MTC message.

Assist RMs in a coaching/training capacity with the goal of getting them comfortable with MTC capabilities and sales process by conducting joint client appointments so the RM can conduct more meetings on their own in the future.

Collaborate with relationship managers to deepen existing client relationships by providing advice around current investment views and positioning investments, wealth planning concepts and trust services where appropriate.

Address product inquiries and partner with CUs, their leadership team and relationship managers to address client objections, competitive hurdles, and perceived gaps.

Focus on driving average client ticket size upstream to larger balances.

Travel to regional and national events and conferences to retain key clients and further develop relationships.

Public speaking at large group RM and client events.

Focus on ongoing RIA/CU relationship manager development through new hire training, advanced training workshops/role plays and one to one coaching sessions.

Partner with key RIA/CU leaders to measure effectiveness and make changes to strategy if needed.

Other responsibilities include assisting with the use of various client sales related tools, participating in the development of educational and sales content for relationship manager training and focused sales calls.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Wealth planning conceptsInvestment product knowledgeEstate offeringsClient outreach tacticsCRM (Salesforce)Virtual meetings proficiencySales coaching experienceFee-based investment account salesDirectedDelegated Trust ServicesGoal-oriented

Required

Superlative understanding of wealth planning concepts and how they fit into wealth management solutions.

Deep investment product knowledge and the ability to articulate complex investment ideas.

Comprehensive understanding of trust and estate offerings and how to position these with relationship managers and their clients.

Expert at client outreach/relationship management tactics and meeting with new prospects to drive greater distribution of our platform and solutions.

Proven ability to communicate effectively at all levels.

Ability to effectively lead and partner with others.

Demonstrated ability to run virtual meetings and presentations using remote platforms.

Strong communication, presentation and closing skills.

Energetic, self-motivated, positive attitude, and goal oriented.

High degree of integrity, strong work ethic, and leadership skills.

Ability and willingness to prepare relentlessly and execute passionately.

Ability to be flexible, adaptable, and work well under pressure.

Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems.

Bachelor’s Degree in a business-related field required.

Minimum seven years of wealth management/financial services sales experience, including a minimum five years of trust services or investment product experience.

Minimum five years of sales/educational coaching in the wealth management arena.

CRM (Salesforce) experience required.