Tompkins Financial Advisors · 16 hours ago
Senior Trust Officer
Ithaca, NY
Full-time
Onsite
Senior Level, Lead/Staff
$130K/yr - $160K/yr
10+ years expTompkins Financial Advisors is seeking a Senior Trust Officer responsible for managing and expanding a portfolio of client relationships. This role involves delivering comprehensive wealth management guidance and cultivating new business opportunities while ensuring a highly personalized client experience.
FinanceFinancial ServicesWealth Management
Responsibilities
Manage and deepen client relationships by maintaining regular communication, ensuring client experience standards are met, and uncovering client goals to provide tailored wealth solutions
Develop new business through community involvement, prospecting, and building referral networks with centers of influence and existing clients
Deliver integrated wealth management services by collaborating with internal experts (investment, trust, banking, insurance) and coordinating with external advisors to create comprehensive client strategies and financial plans
Support organizational growth and profitability by expanding service offerings, increasing share of wallet, and helping teammates build their client base and sales strategies
Demonstrate professional integrity and compliance by making sound, confidential decisions and ensuring adherence to regulatory requirements while maintaining an active presence in the community through charitable event participation
Qualification
Required
A Bachelor's Degree in related field or equivalent related specialized training
Minimum of ten (10) years' experience
Demonstrated success in wealth management, including business development, client relationship management, and the delivery of integrated financial solutions
Exceptional interpersonal skills, with the proven ability to uncover client goals and develop personalized, comprehensive financial plans
Strong written and verbal communication skills, with the ability to tailor messaging effectively for audiences ranging from individual clients to large groups
High attention to detail and the ability to construct sophisticated financial plans offering a range of strategic options
Ability to perform under pressure while demonstrating flexibility, sound judgment, and empathy
Preferred
Master's Degree in Business Management preferred
CFP, CPA or JD certification(s) desired, with mandatory continued education requirements set by the Company up to, and including, professional licensing and certification continuing education requirements
Benefits
Medical
Dental
Vision
401(k) Match
Profit Sharing
Paid Time Off
11 Holidays
Tuition Reimbursement
Free Parking throughout Tompkins Community Bank
Employee Referrals
Company
Tompkins Financial Advisors
Tompkins Financial Advisors focuses on providing customized wealth management, financial planning, and trust solutions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brendan Fuller
SVP, Director of Financial Planning
Michael Proctor
Managing Director
Recent News
Central New York Business Journal
2025-11-20
Rochester Business Journal
2025-11-07
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