Wealth Management Specialist, Sr. jobs in Indianapolis, IN

As a Wealth Management Sales Officer aka New Business Development Officer, you will be primarily responsible for identifying, developing, and securing new business from direct prospecting efforts and referrals from personal network, professional network, centers of influence, and bank partners. The successful applicant will be resourceful, organized and motivated to look for new and creative ways to market our services and increase revenue.

Responsibilities

Networking

• Build a valued personal and corporate profile in the community.
• Cultivate professional and personal networks to identify and develop prospective new referral relationships
• Become a trusted advisor
• Board involvement

Business Development and Prospecting

• Conduct new client/prospect/COI research, generate leads and develop prospects.
• Organize prospect meetings and identify appropriate partners to introduce at initial meeting.
• Engage in comprehensive financial planning
• Articulate full capabilities, services and value proposition of SYB Wealth Management & Trust to prospective clients and/or designated liaisons, (e.g., attorney, CPA, et cetera).
• Maintain current in-depth knowledge of a full range of investment services and trust-oriented services
• Utilize CRM system to update, maintain, and track prospect data.

Client service

• Assess a prospect’s current financial situation and assist in identifying appropriate solutions to help prospective client attain their wealth objectives.
• Utilize financial planning tools
• Organize post-meeting de-briefs and appropriate next steps.
• Attend client meetings, as needed, to assure the continuity of the relationship to ensure client confidence when referring or adding new business opportunities.
• Expand existing client relationships.

Team Building

• Active engagement in department-specific and bank-wide initiatives in order to expand capabilities, create solutions to address unmet business needs, improve client experience, or develop more efficient processes.
• Ability and willingness to contribute to the advancement of team, office and department capabilities.
• Other duties as required by the position.

Job 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
• Humana Go365 Wellness & Rewards Program
• 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

Physical Requirements

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, and type. The noise level in the work environment is usually moderate.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)