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Vice President of Business Development

KBW Financial Staffing & Recruiting - Greenfield, MA

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Job Description

Join to apply for the Sr. Vice President & Sr. Trust Officer role at KBW Financial Staffing & Recruiting1 day ago Be among the first 25 applicantsJoin to apply for the Sr. Vice President & Sr. Trust Officer role at KBW Financial Staffing & RecruitingTop Banking client in the Springfield area has a need for a VP of Trust and Wealth Management to help the Bank increase it sales and build long term relationships in it's commercial space. This person will work closely with the Sr. VP and Sr. Trust Officer to build out this role and increase the Bank's footprint.ResponsibilitiesResponsible for Business Development for this new role within the banks Trust and Commercial divisions.Provide comprehensive investment advice, estate planning guidance, and fiduciary counsel to clients and prospects.Represent the Bank in fiduciary matters and promote trust services to existing and potential clients.Ensure proper documentation, recordkeeping, and compliance to safeguard all trust assets and activities.Build and maintain professional relationships with attorneys, accountants, and centers of influence to drive business growth.Guide strategic initiatives to increase trust revenue, balances, and departmental effectiveness.Prepare for and participate in Trust Committee meetings, ensuring communication, policy execution, and follow-through on directives.QualificationsBachelor’s Degree and 5+ years of prior Sales, Trust, Banking, Wealth Management or Financial Services experienced is requiredCFTA is highly desirableExperience in Trust Banking and Investment ManagementMust show critical thinking, understand the impact of choices related to client transactions and anticipate next steps.Administrator’s experience must show that they are proactive and a self-starter.Advanced technical skills are helpfulBase- $150K-$160KHybridKBW789Seniority levelSeniority levelExecutiveEmployment typeEmployment typeFull-timeJob functionJob functionOtherIndustriesStaffing and RecruitingReferrals increase your chances of interviewing at KBW Financial Staffing & Recruiting by 2xSign in to set job alerts for “Senior Vice President” roles.We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Created: 2025-09-17

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