Smith & Wilkinson · 5 hours ago
VP Wealth Management & Senior Trust Officer
Greenfield, MA
Full-time
Onsite
Senior LevelSmith & Wilkinson is representing Greenfield Savings Bank, a long-established mutual bank in Western Massachusetts. They are seeking a VP Wealth Management & Senior Trust Officer to oversee business development for their Wealth Advisory services and to build relationships with potential clients and referral sources.
Corporate TrainingInsuranceProfessional ServicesTrainingWealth Management
Hiring Manager
Christopher Kelley
Responsibilities
Markets investment, trust and other fiduciary services to prospective individual, business and not-for-profit clients
Develops relationships with sources of new business referrals, including bank personnel, attorneys, accountants and other professional advisors
Qualification
Required
Experience in wealth management and trust services
Ability to market investment, trust, and fiduciary services
Strong relationship-building skills with clients and professional advisors
Experience in business development within the financial services industry
Company
Smith & Wilkinson
Smith & Wilkinson is a talent recruiting firm specializing in professional, middle management, and executive search.
Founded in 1998
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Carll Wilkinson
President and CEO
Quin Peel
Chief Operating Officer
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