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 Senior Investment Advisor is responsible for maintaining ongoing relationships and managing the delivery of investment management services to the clients. The incumbent will be responsible for working with individuals and institutions to formulate investment plans which are then documented on the Investment Policy Statement (IPS). In addition, the advisor will utilize a broad-based knowledge of investments and portfolio management concepts, experience, and bank resources to deliver investment outcomes to meet or exceed client goals and objectives.
Job Responsibilities:
Provides Investment management, service, and client education for an account base consisting of client relationships.
Manages client portfolios in keeping with goals established for the account, IPS, and all Bryn Mawr Trust standards and policies.
Cultivates strong working relationships with clients and their advisors in order to develop a complete understanding of clients' needs.
Proactively communicates with clients to regularly review goals, and deliver financial planning to reaffirm the appropriateness of current investment plan as detailed on IPS.
Completes Annual reviews and works to align portfolios in keeping with approved security lists and investment parameters.
Actively seeks to identify new business opportunities from existing client base, prospects and centers of influence.
Builds and maintains knowledge of investment principles and portfolio management concept.
Actively contributes the development and enhancement of the investment offering at Bryn Mawr Trust by sharing observations and insights on industry trends, professional development and client experiences.
Works with Wealth Director and Director of Investment Advisory Services to mentor and develop less experienced colleagues including Investment Associates.
May be asked to participate in performance evaluation and hiring decisions.
Represents Bryn Mawr Trust at outside/professional organizations, including media opportunities.
Supports the mission, strategy and values of Bryn Mawr Trust.
Additional responsibilities as required.
Minimum Requirements:
Bachelor's degree in economics, trust management, business administration, finance or a business-related major is highly preferred.
At least 7 years of decision-making experience in an investment management setting, e.g. investment advisory firm, trust department of a bank hedge fund, private investment office.
Advanced degree or certification, either CFA, CFP, CTFA, or MBA, preferred.
Must have thorough knowledge of investment and portfolio management theory, along with a fundamental knowledge of financial planning principles.
Must have knowledge of fiduciary, tax and other regulations impacting the investment management function.
Must have strong investment management skills and commitment to delivering excellent customer outcomes.
Must have strong written and verbal skills and ability to handle and deliver difficult client and management messages with tact and firmness.
Experience with a trust accounting and/or investment system is preferred.
Must have experience with Microsoft Office.
Previous experience working with SWP platforms a plus.
Must be comfortable with solving complex internal and external issues as it relates to the Bank's clients, processes and procedures.
Must be able to juggle priorities, be organized and have an adjustable social style.
Must exhibit initiative, and the ability to complete assigned tasks efficiently and accurately.
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.
