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Wealth Management Business Development Officer

1 month ago

Carmel, Indiana, United States Stock Yards Bank & Trust Full time
Job Summary

As a Wealth Management Business Development Officer, you will be responsible for identifying and developing new business opportunities through direct prospecting and referrals. You will work closely with our team to build a valued personal and corporate profile in the community, cultivate professional and personal networks, and engage in comprehensive financial planning.

Key Responsibilities
  • Build a valued personal and corporate profile in the community
  • Cultivate professional and personal networks to identify and develop prospective new referral relationships
  • Engage in comprehensive financial planning and articulate the capabilities, services, and value proposition of SYB Wealth Management & Trust to prospective clients
  • Utilize CRM system to update, maintain, and track prospect data
  • Assess a prospect's current financial situation and assist in identifying appropriate solutions to help prospective clients attain their wealth objectives
  • Expand existing client relationships and attend client meetings as needed
  • Active engagement in department-specific and bank-wide initiatives to expand capabilities, create solutions, and improve client experience
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 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