Current jobs related to Wealth Director - Wilmington - Wilmington Savings Fund Society

  • Regional Trust Director

    3 weeks ago

    Wilmington, Delaware, United States Citizens Full time

    Job SummaryCitizens is seeking a highly experienced Regional Trust Director to lead our Delaware Trust Company in providing exceptional fiduciary services to our clients. As a key member of our Citizens Private Wealth team, you will be responsible for managing a regional team and ensuring the compliant execution of fiduciary services.Key ResponsibilitiesLead...

  • Regional Trust Director

    3 weeks ago

    Wilmington, Delaware, United States Citizens Full time

    Job SummaryWe are seeking a highly experienced and skilled Regional Trust Director to join our team at Citizens. As a key member of our Citizens Private Wealth Division, you will be responsible for leading a regional team in the management and administration of personal fiduciary services under the trust powers of Citizens Bank N.A.Key ResponsibilitiesLead a...

  • Regional Trust Director

    1 month ago

    Wilmington, Delaware, United States Citizens Full time

    Job SummaryThis senior leadership role is responsible for overseeing the establishment and management of a Delaware Trust Company, supporting Citizens Private Wealth (CPW) Division. The Regional Trust Director will lead a regional team in delivering personal fiduciary services, ensuring compliance with legal, regulatory, and governing documentation...

  • Regional Trust Director

    1 month ago

    Wilmington, United States Citizens Full time

    Job DescriptionDescriptionThe Regional Trust Manager role is a senior position within the Citizens Private Wealth (CPW) Division of Citizens Bank N.A. (CBNA), reporting to the Chief Fiduciary Officer and Director of Trust Services.   This position is responsible for assisting with the establishment of a Delaware Trust Company supporting Citizens Private...

  • Regional Trust Director

    4 weeks ago

    Wilmington, United States Citizens Full time

    DescriptionThe Regional Trust Manager role is a senior position within the Citizens Private Wealth (CPW) Division of Citizens Bank N.A. (CBNA), reporting to the Chief Fiduciary Officer and Director of Trust Services.   This position is responsible for assisting with the establishment of a Delaware Trust Company supporting Citizens Private Wealth (CPW)....

  • Regional Trust Director

    4 weeks ago

    WILMINGTON, United States Citizens Full time

    DescriptionThe Regional Trust Manager role is a senior position within the Citizens Private Wealth (CPW) Division of Citizens Bank N.A. (CBNA), reporting to the Chief Fiduciary Officer and Director of Trust Services.   This position is responsible for assisting with the establishment of a Delaware Trust Company supporting Citizens Private Wealth (CPW)....

  • Regional Trust Director

    3 weeks ago

    Wilmington, United States Citizens Full time

    DescriptionThe Regional Trust Manager role is a senior position within the Citizens Private Wealth (CPW) Division of Citizens Bank N.A. (CBNA), reporting to the Chief Fiduciary Officer and Director of Trust Services.   This position is responsible for assisting with the establishment of a Delaware Trust Company supporting Citizens Private Wealth (CPW)....

  • Regional Trust Director

    4 weeks ago

    WILMINGTON, United States Citizens Full time

    DescriptionThe Regional Trust Manager role is a senior position within the Citizens Private Wealth (CPW) Division of Citizens Bank N.A. (CBNA), reporting to the Chief Fiduciary Officer and Director of Trust Services.   This position is responsible for assisting with the establishment of a Delaware Trust Company supporting Citizens Private Wealth (CPW)....

  • Regional Trust Director

    4 weeks ago

    Wilmington, United States Citizens Full time

    Job DescriptionDescriptionThe Regional Trust Manager role is a senior position within the Citizens Private Wealth (CPW) Division of Citizens Bank N.A. (CBNA), reporting to the Chief Fiduciary Officer and Director of Trust Services.   This position is responsible for assisting with the establishment of a Delaware Trust Company supporting Citizens Private...

  • Regional Trust Director

    4 weeks ago

    Wilmington, United States Citizens Full time

    Job DescriptionDescriptionThe Regional Trust Manager role is a senior position within the Citizens Private Wealth (CPW) Division of Citizens Bank N.A. (CBNA), reporting to the Chief Fiduciary Officer and Director of Trust Services.   This position is responsible for assisting with the establishment of a Delaware Trust Company supporting Citizens Private...

  • Director of Alternative Assets

    7 days ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job Title: Director of Alternative AssetsJob Summary:Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through...

  • Director of Operations

    4 weeks ago

    Wilmington, Massachusetts, United States HUB International Full time

    About HUB InternationalHUB International is a leading global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local...

  • Director of Client Services

    1 month ago

    wilmington, United States International Search Consultants Full time

    Director of Client ServicesGreater Philadelphia AreaISC’s team of Financial Services Recruiters has been retained to secure a Director, Client Services for a Global Investment Firm to drive the delivery of exceptional client service and highly customized investment solutions for UHNW individuals as well as endowments and foundations.The firm is looking for...

  • Director of Client Services

    4 months ago

    Wilmington, United States International Search Consultants Full time

    Director of Client ServicesGreater Philadelphia AreaISC’s team of Financial Services Recruiters has been retained to secure a Director, Client Services for a Global Investment Firm to drive the delivery of exceptional client service and highly customized investment solutions for UHNW individuals as well as endowments and foundations.The firm is looking for...

  • Regional Sales Director

    2 weeks ago

    Wilmington, Delaware, United States Integrity Marketing Group Full time

    Job SummaryThis role will be the primary contact for existing Advisor relationships to sell new plans with RPC and will work to find new Advisor relationships within their territory, East Coast.Key Responsibilities:Sell New Retirement Plans: Utilize RPC's Recordkeeping and Third Party Administration services to effectively sell new retirement plans.Upsell...

  • Cash Management Director

    2 weeks ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job Title: Director of Cash ConnectAt Wilmington Savings Fund Society, 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,...

  • Director of Product Management

    3 weeks ago

    Wilmington, United States Wilmington Savings Fund Society Full time

    Job DescriptionAt 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...

  • Director of Alternative Investments

    3 days ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.The Director of...

  • Director of Cash Connect

    1 month ago

    Wilmington, United States Wilmington Savings Fund Society 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...

  • Director of Cash Connect

    4 days ago

    Wilmington, Delaware, United States Wilmington Savings Fund Society Full time

    Job DescriptionAt 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...

Wealth Director

2 months ago

Wilmington, United States Wilmington Savings Fund Society 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.