Wealth Management Business Development Officer

5 days ago

Cincinnati, Ohio, United States Stock Yards Bank & Trust Full time
Job Summary

We are seeking a highly motivated and experienced Wealth Management Business Development Officer to join our team at Stock Yards Bank & Trust. As a key member of our organization, you will be responsible for developing referral opportunities from retail and commercial bank partners and centers of influence, combined with direct prospecting activity sourced from your personal and professional networks.

Key Responsibilities
  • Business Development and Prospecting
    • Conduct research on new clients, prospects, and centers of influence to generate leads and develop prospects.
    • Organize meetings with prospects and identify suitable partners to introduce at initial meetings.
    • Engage in comprehensive financial planning to articulate the capabilities, services, and value proposition of Stock Yards Bank & Trust to prospective clients.
    • Maintain current knowledge of a full range of investment services and trust-oriented services.
    • Utilize a CRM system to update, maintain, and track prospect data.
  • Networking
    • Build a valued personal and corporate profile in the community.
    • Cultivate professional and personal networks to identify and develop prospective new referral relationships.
    • Become a trusted advisor and establish strong relationships with clients and partners.
    • Participate in board involvement and contribute to the advancement of the team, office, and department capabilities.
  • Client Service
    • Assess a prospect's current financial situation and assist in identifying appropriate solutions to help prospective clients attain their wealth objectives.
    • Utilize financial planning tools to provide expert advice and guidance.
    • Organize post-meeting de-briefs and identify appropriate next steps.
    • Attend client meetings, as needed, to ensure the continuity of the relationship and client confidence.
    • Expand existing client relationships and identify opportunities for growth.
  • Team Building
    • Engage actively in department-specific and bank-wide initiatives to expand capabilities, create solutions, and improve client experience.
    • Contribute to the advancement of the team, office, and department capabilities.
    • Perform other duties as required by the position.
    Requirements
    • Bachelor's degree required.
    • Advanced degree or professional certification such as CFP, CFTA, CFA, CIMA strongly preferred.
    • Proven track record of progressive wealth or investment management development experience and/or significant business development or management experience.
    • Minimum of five years' experience required.
    • Analytical and sales skills to relate individual client asset situations to specific capabilities, services, and Stock Yards Bank value proposition.
    • Excellent communication, interpersonal, and presentation skills and an ability to self-source.
    • Ability to be a self-starter, with solid organizational skills and process.
    • Proven decision-making and analytical skills.
    Benefits
    • 401(k) with a company match of up to 6%.
    • ESOP employer match.
    • Medical insurance.
    • Dental insurance.
    • Vision insurance.
    • Cancer / Disease insurance.
    • Accident insurance.
    • Flexible Spending Accounts.
    • Health Savings Accounts.
    • Bank paid Life / AD& D insurance.
    • Voluntary Life / AD&D insurance.
    • Bank paid Short-Term and Long-Term Disability insurance.
    • Employee Stock Purchase Plan.
    • Employee Assistance Program.

  • Wealth Management Business Development Officer

    7 days ago

    Cincinnati, Ohio, United States Stock Yards Bank & Trust Full time

    Job DescriptionJob Summary:We are seeking a highly motivated and experienced Wealth Management Business Development Officer to join our team at Stock Yards Bank & Trust. As a key member of our wealth management team, you will be responsible for developing referral opportunities from retail and commercial bank partners and centers of influence, combined with...

  • New Business Development Officer for Wealth Management

    7 days ago

    Cincinnati, Ohio, United States Stock Yards Bank & Trust Full time

    Job DescriptionJob Summary: We are seeking a highly motivated and experienced Wealth Management Business Development Officer to join our team at Stock Yards Bank & Trust. As a key member of our wealth management team, you will be responsible for developing referral opportunities, conducting prospect research, and articulating the capabilities and services of...

  • Spring 2024 Wealth Management Internship

    2 weeks ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Position OverviewBartlett Wealth Management oversees an impressive portfolio exceeding $8 billion in assets, operating across multiple locations with a dedicated team of 83 professionals. Our approach to wealth management emphasizes collaboration to deliver tailored investment management and financial planning services to our clientele.Role SummaryThe Wealth...

  • Senior Wealth Management Advisor

    2 days ago

    Cincinnati, Ohio, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob Summary:We are seeking a highly skilled and experienced Senior Wealth Management Advisor to join our team at MAI Wealth Management, Inc. As a key member of our wealth management team, you will be responsible for providing comprehensive wealth management advice and solutions to high-net-worth individuals.Key Responsibilities:Develop and...

  • Client Service Operations Team Lead

    2 weeks ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job DescriptionJob Summary:Bartlett Wealth Management is seeking a highly skilled Client Service Operations Team Lead to join our team. As a Client Service Operations Team Lead, you will be responsible for leading and managing client service operations functions, including process improvement, CRM administration, and client onboarding.Key...

  • Client Service Operations Team Lead

    1 week ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job DescriptionJob Summary:Bartlett Wealth Management is seeking a highly skilled Client Service Operations Team Lead to join our team. As a Client Service Operations Team Lead, you will be responsible for leading and managing client service operations functions, including process improvement, CRM administration, and client onboarding.Key...

  • Senior Wealth Management Advisor

    2 weeks ago

    Cincinnati, Ohio, United States W3Global Inc Full time

    Job DescriptionTitle: Senior Wealth Management AdvisorLocation: RemoteWork Type: Full-timeOverview:W3Global Inc, a reputable financial services firm, is on the lookout for a seasoned and client-oriented Senior Wealth Management Advisor. This position is pivotal in providing tailored financial strategies to assist clients in accumulating and safeguarding...

  • Business Development Officer

    3 days ago

    Cincinnati, Ohio, United States Western & Southern Life Full time

    About the RoleWe are seeking a highly skilled Business Development Officer to join our team at Western & Southern Life. As a key member of our sales team, you will be responsible for growing third-party assets through business development efforts to meet established sales goals aligned with our company scorecard.Key ResponsibilitiesDevelop and execute a...

  • Business Development Manager

    7 days ago

    Cincinnati, Ohio, United States SBM Management Services Full time

    Job SummarySBM Management Services is seeking a high-level, strategic Sales Executive to join our team. As a Sales Executive Leader, you will be responsible for driving business growth and expanding our client portfolio.Key Responsibilities:Develop and execute sales strategies to increase revenue growth and expand our client base.Identify and pursue new...

  • Professional Wealth Management Advisor

    2 weeks ago

    Cincinnati, Ohio, United States tep Full time

    Professional Wealth Management Advisor Are you ready to take your financial consulting career to the next level? We are in search of certified professionals to join a renowned national financial organization that provides extensive solutions and support for business development. Benefit from consultative compliance assistance, tailored transition incentives,...

  • Wealth Management Operations Specialist

    1 week ago

    Cincinnati, Ohio, United States Western & Southern Life Full time

    Overview: Summary of Responsibilities: This position serves as the primary operational resource dedicated to the Private Client Group (PCG) division. The role requires a comprehensive understanding of all operational elements within PCG and supports the PCG Operations Lead in various operational and project initiatives, including the assessment and...

  • Business Development Officer

    9 hours ago

    Cincinnati, Ohio, United States Western & Southern Life Full time

    About the RoleWe are seeking a highly skilled and experienced Business Development Officer - Vice President to join our team at Western & Southern Life. As a key member of our organization, you will be responsible for driving business growth and development through strategic sales planning, relationship building, and market analysis.Key...

  • Wealth Management Professional

    7 days ago

    Cincinnati, Ohio, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives our commitment to being a great place to work for our teammates around the world.We are dedicated to being a diverse and inclusive workplace...

  • Wealth Management Specialist

    1 month ago

    Cincinnati, Ohio, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Senior Business Development Manager

    7 days ago

    Cincinnati, Ohio, United States gpac Full time

    Job SummaryThe Senior Relationship Manager (Commercial Lender) position is a sales and customer service role responsible for acquiring and retaining commercial banking relationships. This position communicates and coordinates with other client service and operational staff and typically reports to senior leadership within their market. This position has a...

  • Business Development Manager

    1 day ago

    Cincinnati, Ohio, United States Nesco Resource Full time

    About the RoleWe are seeking a highly motivated and results-driven Business Development Manager to join our team at Nesco Resource. As a Business Development Manager, you will be responsible for identifying and pursuing new business opportunities, building and maintaining strong relationships with clients, and driving sales growth.Key ResponsibilitiesMarket...

  • Business Development Manager

    3 days ago

    Cincinnati, Ohio, United States Domino's Pizza LLC Full time

    Job DescriptionAt Domino's Pizza LLC, we're seeking a highly motivated and adaptable individual to join our team as a Business Development Manager or Store Operations Manager. As a key member of our team, you will be responsible for driving business growth, managing store operations, and developing your team members in a fast-paced and dynamic...

  • Business Development Executive

    5 days ago

    Cincinnati, Ohio, United States Supply Post Business Products Full time

    Job DescriptionWe are seeking an experienced sales professional to help us grow our commercial business within the greater market. The ideal candidate will have a strong background in B2B sales, calling on all levels of prospective customers from purchasing agents and facility managers to owners and C-suite personnel. Ideal candidate will possess a strong...

  • Business Development Trainee

    5 days ago

    Cincinnati, Ohio, United States Kodiak Collaborations Full time

    Job OverviewKodiak Collaborations is seeking a highly motivated and ambitious Business Management Trainee to join our dynamic team. As a Business Management Trainee, you will have the opportunity to learn and grow with our company, developing essential skills in sales, account management, training, and office support.Key Responsibilities:Client Relationship...

  • Business Development Manager

    2 weeks ago

    Cincinnati, Ohio, United States CareFirst Urgent Care Full time

    CareFirst Urgent Care Job DescriptionCompany OverviewCareFirst Urgent Care is a leading provider of walk-in medical services, offering comprehensive treatment for non-life-threatening illnesses. Our goal is to deliver exceptional patient care and be the go-to destination for healthcare needs.Role SummaryWe are seeking a highly skilled Chief Operating Officer...