VP, WEALTH DEVELOPMENT CONSULTANT

Reports To: Chief Growth Officer

Job Status: Exempt


Base Salary Range: $100,000 - $175,000 

Additional Compensation: Annual Discretionary Incentive

The qualified candidate must reside in one of the following metro cities: 

  • Tampa, FL 

  • Washington D.C./Fairfax, VA 

  • Dallas, TX 

  • Los Angeles, CA 

Job Summary

The primary responsibility of the VP, Wealth Development Consultant (WDC) is to identify, source and drive sales of Members Trust Company (MTC) solutions and product suite, cultivate relationships with professional centers of influence, and be an advocate in the region for MTC by promoting our trust services offerings. The WDC will connect client relationships with the appropriate team (Trust Officer/Portfolio Manager/Wealth Planner) that best meets the client’s specific needs. The WDC will also be a resource and face of the enterprise regionally to Wealth Advisors, Trust Agencies and other key sources of distribution to fuel AUM growth on the MTC platform. This is a business development and outreach role where ethics, integrity and energetic drive are at the forefront. The ideal candidate will be a rainmaker that can source and close new business opportunities. 

Essential Job Functions

  • Serve as the face of the franchise to the regional world of attorneys, CPAs and other spheres of influence.

  • Generate sales of trust and estate services and wealth management opportunities by conducting in-person sales meetings.

  • Expand MTC book of business by acquiring new relationships.

  • Present at conferences and seminars representing the MTC value proposition.

  • Own sales performance and goals for assigned territory.

  • Manage administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements.

Primary Duties and Responsibilities  

  • Client Relationship Management

  • Develop and maintain strong relationships with existing and potential centers of influence.

  • Understand clients' financial objectives and needs to provide tailored trust solutions.

  • Business Development

  • Identify new business opportunities and target markets to expand the investment management and trust services portfolio.

  • Develop and execute strategic business development plans to achieve sales goals.

  • Collaborate with the marketing team to create compelling marketing materials and campaigns.

  • Product Knowledge

  • Stay updated on industry trends, trust laws, and regulations.

  • Have a deep understanding of our trust services and be able to effectively communicate their benefits to clients/prospects either one on one or in large group formats.

  • Compliance and Risk Management

  • Ensure all activities comply with regulatory requirements and internal policies.

  • Identify and mitigate potential risks associated with trust services.

  • Reporting and Analysis

  • Prepare regular reports on business development activities and results.

  • Consistently leverage our Salesforce based CRM.

  • Team Collaboration

  • Work closely with colleagues in trust administration, portfolio management and wealth planning to ensure seamless service delivery to clients.

  • Participate in cross-functional business development teams to share best practices and opportunities.

Required Skills/Abilities

  • Superlative understanding of wealth planning concepts and how they fit into wealth management solutions.

  • Proven ability to communicate effectively at all levels.

  • Demonstrated ability to run virtual meetings and presentations using remote platforms.

  • Strong communication, presentation, and closing skills.

  • Energetic, self-motivated, positive attitude, and goal oriented.

  • High degree of integrity, strong work ethic, and leadership skills.

  • Ability and willingness to prepare relentlessly and execute passionately.

  • Ability to be flexible, adaptable, and work well under pressure. 

  • Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems.

Education and Experience

  • Bachelor’s Degree in business-related field required. 

  • CFP, ATFA, CTFA, JD, LLM designation preferred.

  • Minimum seven years of wealth management/financial services sales experience, including a minimum of five years of investment management and trust experience.

  • Sophisticated trust issues experience required.

Physical Requirements

  • Ability to travel regularly (35% of the time) within a defined geography. 

  • Ability to navigate various areas of an organization’s physical premises.

  • Ability to remain in a stationary position for prolonged periods. 

  • Ability to effectively operate a computer and other office equipment.

Additional Information

Members Trust Company reserves the right to change or assign activities, duties, and responsibilities at any time. 


The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.