Wealth Management Manager – Business Development

Role Overview

The Wealth Management Manager – Business Development will be at the forefront of expanding Trustco Bank’s footprint in the wealth management space. This role combines strategic prospecting, relationship cultivation, and team leadership to drive new client acquisition and deepen existing client engagements.

What You Will Do

Key responsibilities include strategic business development, relationship building, educational leadership, regulatory & compliance oversight, financial planning & analysis, and mentorship & leadership.

Why It Might Be a Fit

The ideal candidate will exemplify professionalism, possess a talent for networking, and demonstrate a passion for delivering tailored financial strategies.

Requirements

• Bachelor’s degree in Business, Finance, Marketing, or related field; or equivalent experience.
• Exceptional verbal and written communication skills.
• Highly organized with the ability to manage multiple priorities and meet tight deadlines.
• Proven ability to work independently and collaboratively.
• Proficiency in Microsoft Office Suite, especially Excel and Word.
• Fluent in English; bilingual a plus
• Access to reliable transportation

Benefits

• medical, dental and vision insurance
• health savings account with an annual employer contribution
• 401(k)-retirement plan with generous employer match
• paid time off plus 11 paid federal holidays
• training and professional development programs
• tuition reimbursement
• reduced fees and rates on certain loan products