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Form of workThere are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud of the premier workplace we've created. We regularly receive best in class results through our biennial employee engagement survey. We're also proud to receive recognition from others, including our designation as a "Best Place for Working Parents®," being a four-time recipient of the Greater Des Moines Partnership's Inclusion Award, and being named one of the "Best Businesses Supporting Local Charity" by readers of the Business Record.
For more than 100 years - including 16 in Phoenix - Bankers Trust has provided personalized service, expert advice and a full suite of banking solutions to help businesses and individuals meet their financial goals. From something as simple as a checking account to as complex as a commercial loan or Wealth Management strategy, our team is committed to getting to know you and your unique needs as we work to build a trusted and long-lasting relationship. We're proud to be investing even further in this market with a new location in North Scottsdale, opening in mid-2024, with high-touch and personalized service to continue meeting your needs.
Job Summary:
The Senior Business Development Advisor in Wealth Management will primarily work to prospect and create new business opportunities with high-net worth investors and ultra-high-net worth individuals & families. The Senior Business Development Advisor will proactively engage with internal business partners, referral resources and others found to be influential within the community. This position will be expected to self-source 75% of new opportunities externally and 25% from internal business partners. The position will have revenue growth and new Business Development sales goals and will work closely with Wealth Advisors and client service/administrative teams to consistently exceed client expectations.
Primary Functions and/or Responsibilities:
• Networks proactively with high-net worth and ultra-high-net worth investors
• Identifies new business opportunities with prospects for Wealth Management and private banking services
• Partners with Wealth Advisors, BTC Capital and Private Bankers to bring solutions to prospects and win new business
• Maintains a high-level relationship with clients, working with Wealth Advisors and Private Bankers to exceed their service needs
• Monitors and evaluates client needs continually, in partnership with Wealth Advisors and Private Bankers, to identify opportunities to expand and deepen client relationships
• Demonstrates proficiency in the utilization of consultative and advice driven sales and manages execution of client service standards to develop and retain lasting client relationships
• Develops and strategically executes a personal business plan to achieve defined revenue and business objectives
• Performs other duties as assigned
Education and/or Experience:
• Four-year college degree in a related field preferred OR an equivalent combination of education and experience
Specific Skills, Knowledge & Abilities:
• College degree in Business Management, Marketing, Sales, Finance, Investments, or other Business related field preferred
• At least 15 years of direct business and/or sales experience required
• Experience in Wealth Management and Private Banking strongly preferred
• Certifications and designations related to Wealth Management are a plus. (i.e. CFP, CFA, CPWA, CIMA, etc.)
Hiring Salary Range
The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate's prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Hiring Salary Range: $112,000 - $147,000
Benefits
• Group Health, Dental, and Vision Insurance
• Generous Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• 401(k) plan with lucrative company match
• Tuition assistance
• Company Paid Life Insurance
• Paid Parental Leave
• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
• Team Member Banking - a suite of products and services with special benefits for employees
Hybrid Eligibility: Position may be eligible for a hybrid work schedule (requiring some days in the office each week).
AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER
"PROTECTED VETERANS" AND "INDIVIDUAL WITH DISABILITY"
