Division: Asset Management
Department: Berkshire Wealth Management
Reports to: SVP, Wealth Management Administration
Status: Exempt/Officer
Grade: 12
Pay Range: $80,083 - $170,031
Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location: Boston, MA
Purpose/Objective:
Assists in implementing and delivering a full range of services to clients, including financial planning and fiduciary services. Should also enjoy and thrive in a growth and mission-driven culture.
Key Accountabilities:
* Maintains existing client accounts by nurturing client relationships and educating on new services and products. Meets regularly with clients and provides input on long-term financial and estate planning matters.
* Assists in identifying, developing, and responding to new business opportunities. Contributes to new business goals by developing new sales opportunities through a variety of different channels both internally and externally. Collaborates with colleagues throughout the bank to achieve a high level of broad client service.
* Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.
Education:
* BA or equivalent degree
Experience:
* 5+ years of Wealth Management experience managing high net worth client relationships; experience managing institutional accounts, including non-profits, foundations, and endowments a plus
* Strong fiduciary background
* Strong relationships with external partners including estate planning attorneys and accountants
* Demonstrated record of meeting new business goals
Skills & Knowledge:
* Strong interpersonal skills; Ability to collaborate and work in a team environment
* Ability to handle large workloads efficiently; excellent time management skills
* Excellent writing & communication skills; ability to communicate complex information in terms clients will understand
* Ability and willingness to engage in public presentations in an educational capacity through in person and virtual channels
* Demonstrated ability to develop, present and implement financial plans with Bank clientele and prospects
* Ability to communicate investment concepts including performance reviews
* Ability to create a sense of trust and confidence quickly with new clients and to maintain both with existing clients
* Demonstrates a high level of Berkshire Bank's Be FIRST leadership behaviors
Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled