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Wealth Director

2 months ago

Wilmington, United States WSFS Bank Full time
Job Description

At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and 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 Wealth Director will lead an advice-driven cross-functional group of Wealth professionals to support new and existing clients. The Wealth Director is responsible for the team's overall performance with ultimate accountability for sales, client experience, and people development for the team. The incumbent will provide leadership to an integrated group of Wealth Professionals (Wealth Advisors, Portfolio Manager, Relationship Managers, et al.), including training, skill development, work allocation, problem resolution, performance evaluation, management, and hiring recommendations. The incumbent will manage the overall team account base consisting of large and complex relationships and assumes responsibility for overall client satisfaction.

Job Responsibilities:
  • Direct and coordinate appropriate bank resources to ensure the timely delivery of proactive advice, quality service, issue resolution, and effective communication with clients and other wealth team members.
  • Oversee the administration of client relationships ensuring that fiduciary standards and the WSFS bank's models and policies are observed.
  • Work with the team to ensure that the wealth relationship process is utilized and implemented throughout every client interaction, including the relationship review process, pre-call planning, meeting execution, and post-call debriefs.
  • Provide coaching and feedback on developing client pitch strategies and ensures team members are well prepared for client interactions for both new and existing business.
  • Effectively manage knowledge and people in a highly matrixed environment where client satisfaction and employee development are paramount.
  • Actively work with team to develop and cultivate new business opportunities from existing client base, prospects and centers of influence.
  • Build and maintain knowledge of wealth business standards and practices.
  • Support Wealth Management by providing leadership for departmental projects and committees.
  • Represent WSFS Bank at outside/professional organizations.
  • Support the mission, strategy and values of WSFS Bank.
  • Additional responsibilities as required.
Minimum Qualifications:
  • College degree and at least 10 years of experience in a Wealth specialty or generalist role focused on Wealth Advisory / Trust services, Portfolio Management, Financial Planning, Private Banking or Relationship Management.
  • Must have high level of technical knowledge of fiduciary, tax and estate planning concepts and a solid understanding of financial markets.
  • Must have 3 years of people management and development experience.
  • Proven sales strategy skills and experience.
  • Proven track record for building and maintaining a high performing team.
  • Prior experience working in a matrixed team environment.
  • Comfortable with ambiguity and able to make decisions on complex matters quickly.
  • Multiple domain experience preferred but not required.
  • Must have strong leadership skills.
  • Must have strong client service skills and commitment to delivering excellent customer service.
  • Must have strong written and verbal skills and ability to handle and deliver difficult client and management messages with tact and firmness.


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 careers@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.