Senior Investment Advisor

Senior Investment Advisor

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 Investment Advisor is responsible for prospecting and engaging clients by formulating comprehensive financial planning, investment management and customized financial solutions provided by Bryn Mawr Capital Management ("BMCM"). The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking products. This role will have exposure to business development, client service and relationship building, working with subject matter experts. In addition, this role will be highly focused on generating new business and expanding and retaining the existing client base while working with a team of professionals to support the client base.

Job Responsibilities :

• Drive growth in a wealth management client base providing comprehensive financial planning and investment management and delivering highly personalized customized solutions.
• Cultivate a strong working relationship with clients, building trust and establishing a complete understanding of the client's goals and objectives.
• Proactively communicate with clients to regularly review goals and objectives and reaffirm the appropriateness of the current financial plan as detailed on the IPS.
• Collaborate with the Private Banking team to further deliver banking solution to clients.
• Actively seek to identify new business opportunities from existing client base, prospects, and centers of influence.
• Collaborate with Leaders and associates to provide a work-flow solution in Salesforce, Orion, Wealth Access for Advisors and client support staff to effectively and efficiently utilize the platform.
• Administer complex and precise processes in support of client needs.
• Contribute with process improvement ideas.
• Contribute to Division initiatives (systems conversions, projects, etc.)
• Represent BMCM at outside / professional organizations.
• Responsible for providing technical lead and guidance activities to junior colleagues.
• Support the mission, strategy, and values of BMCM. Additional responsibilities as required.

Minimum Qualifications : Bachelor's degree in business administration, finance or a bus