Job Details
Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive
Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more
We are the region's locally headquartered bank and wealth management company
We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve
We Stand For Service is more than part of our name, it s our mission and our purpose
The Business Development Officer is responsible for the development of new relationships and assistance in the retention of existing business while actively promoting additional services to current clients with Private Wealth Management
The Business Development Officer is also responsible for enhancing our overall sales strategy in the Private Wealth Management space
Job Responsibilities: Generate new business development with Centers of Influence including, but not limited to, Registered Investment Advisory firms, Family Office, Wealth Management firms, Independent Trust Companies, and high net worth individuals
Call on prospective clients, as well as medical, legal, tax and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clients
Responsible for the development of new relationships, as well as strategy, which involve the sale wealth management services, including investment management, discretionary and delegated fiduciary services, as well as credit, and deposit services
Actively participate in community functions and continue to expand their knowledge in private wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning while representing WSFS and its subsidiaries
Keep abreast of economic and financial market trends to proactively recommend best fit financial solutions
Proactively recommend new solutions in current Marketing efforts and overall sales processes
Build and maintain strong internal relationships within WSFS and the Advisors/Relationship Managers that support his/her clients
Other duties as assigned
Minimum Qualifications: A bachelor s degree is required, preferably in a Finance related field
CFP, CTFA, MBA, JD or similar designation preferred
Must have a minimum of 15 years of financial services and/or private wealth sales experience
Must have proven sales experience Experience with Salesforce is preferred In depth knowledge of key financial planning, investment, and fiduciary concepts
In depth knowledge of lending and deposit products
In depth knowledge of trust services, including fully discretionary trust services as well as delegated trust services
Must be able to travel within the Bank s footprint, as well as nationally
Results oriented, sales aptitude with demonstrated ability to achieve organizational and business goals
Must be self-motivated, and able to work with minimal supervision
Superior interpersonal, organizational, and client service skills Must have excellent written and oral communication skills
Must have excellent listening and presentation skills
Must have an excellent problem-solving ability
WSFS Bank is inclusive and supportive of individual needs
If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at
...@wsfsbank.com
WSFS is an equal opportunity employer
We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics
At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive
We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve
WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company
Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region
As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration
WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management
Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust , The Bryn Mawr Trust Company of Delaware, Cash Connect , NewLane Finance , Powdermill Financial Solutions, WSFS Institutional Services , WSFS Mortgage , and WSFS Wealth Investments
Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.