Jobs in Princeton, NJ

About the role

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 Wealth and Trust Advisor is responsible for maintaining and deepening ongoing relationships with clients while overseeing the comprehensive delivery of wealth management services. The incumbent will leverage extensive fiduciary expertise, industry experience, and bank resources to identify opportunities for relationship growth, retention, and enhancement. In addition, the incumbent will manage a portfolio consisting of large, complex, and highly sensitive client relationships, ensuring proper administration in accordance with fiduciary standards, regulatory requirements, and BMT’s policies and procedures, while consistently mitigating risk and upholding the highest standards of care.

What you'll bring

• Must have a college degree (Bachelor’s required
• Must have a minimum of 10 years of progressive experience within a trust department of a bank, financial services firm, or law firm, with demonstrated responsibility for managing complex trust and wealth relationships.
• Must possess a high level of technical expertise in fiduciary administration, tax planning, estate planning concepts, and trust structures, along with a strong and current understanding of financial markets, investment principles, and wealth planning strategies.
• Strong leadership and influencing skills with the ability to manage priorities, lead cross-functional teams, and drive outcomes in a collaborative environment.
• Strong client service orientation and a proven commitment to delivering a consistently high standard of service and client experience.
• Excellent written and verbal communication skills, including the ability to convey complex information clearly and to handle sensitive or difficult client and management conversations with professionalism, empathy, tact, and firmness.
• advanced degree or professional certifications such as CFP®, CFA, CTFA, or JD preferred).

Benefits