Berkshire Bank
VP, Wealth Advisor
Berkshire Bank, Boston, Massachusetts, us, 02298
Division:
Asset ManagementDepartment:
Berkshire Wealth ManagementReports to:
SVP, Wealth Management AdministrationStatus:
Exempt/OfficerGrade:
12Pay Range:
$80,083 - $170,031Actual 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, MAPurpose/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 degreeExperience:
5+ years of Wealth Management experience managing high net worth client relationships; experience managing institutional accounts, including non-profits, foundations, and endowments a plusStrong fiduciary backgroundStrong relationships with external partners including estate planning attorneys and accountantsDemonstrated record of meeting new business goalsSkills & Knowledge:
Strong interpersonal skills; Ability to collaborate and work in a team environmentAbility to handle large workloads efficiently; excellent time management skillsExcellent writing & communication skills; ability to communicate complex information in terms clients will understandAbility and willingness to engage in public presentations in an educational capacity through in person and virtual channelsDemonstrated ability to develop, present and implement financial plans with Bank clientele and prospectsAbility to communicate investment concepts including performance reviewsAbility to create a sense of trust and confidence quickly with new clients and to maintain both with existing clientsDemonstrates a high level of Berkshire Bank's Be FIRST leadership behaviorsBerkshire 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
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Asset ManagementDepartment:
Berkshire Wealth ManagementReports to:
SVP, Wealth Management AdministrationStatus:
Exempt/OfficerGrade:
12Pay Range:
$80,083 - $170,031Actual 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, MAPurpose/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 degreeExperience:
5+ years of Wealth Management experience managing high net worth client relationships; experience managing institutional accounts, including non-profits, foundations, and endowments a plusStrong fiduciary backgroundStrong relationships with external partners including estate planning attorneys and accountantsDemonstrated record of meeting new business goalsSkills & Knowledge:
Strong interpersonal skills; Ability to collaborate and work in a team environmentAbility to handle large workloads efficiently; excellent time management skillsExcellent writing & communication skills; ability to communicate complex information in terms clients will understandAbility and willingness to engage in public presentations in an educational capacity through in person and virtual channelsDemonstrated ability to develop, present and implement financial plans with Bank clientele and prospectsAbility to communicate investment concepts including performance reviewsAbility to create a sense of trust and confidence quickly with new clients and to maintain both with existing clientsDemonstrates a high level of Berkshire Bank's Be FIRST leadership behaviorsBerkshire 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
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