Senior Investment Advisor
Wsfs Financial

Job Description

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 working with individuals and institutions to formulate investment plans which are then documented on the Investment Policy Statement (IPS). The incumbent will utilize a broad-based knowledge of investments and portfolio management concepts, experience, and bank resources to deliver investment outcomes to meet or exceed client goals and objectives.

Job Responsibilities:

• Provides Investment management for an account base consisting of large and complex relationships, including more sensitive client relationships.
• Manages client portfolios in keeping with goals established for the account, IPS, and all BMT standards and policies.
• Cultivates strong working relationships with clients and their advisors in order to develop a complete understanding of clients' needs.
• Proactively communicates with clients to regularly review goals and objectives and reaffirm the `appropriateness of current investment plan as detailed on IPS.
• Completes Annual Reg 9 reviews and works to align portfolios in keeping with approved security lists and investment parameters.
• Actively seeks to identify new business opportunities from existing client base, prospects and centers of influence.
• Builds and maintains knowledge of investment principles and portfolio management concept.
• Supports Investment group within Wealth Management by providing leadership for departmental projects and committees.
• Actively contributes the development and enhancement of the investment offering at Bryn Mawr Trust by sharing observations and insights on industry trends, professional development and client experiences. Works with Wealth Director and Director Investment Advisor Services to mentor and develop less experience colleagues including Investment Advisors and Investment Associates.
• Represents Bryn Mawr Trust at outside/professional organizations, including media opportunities.
• Supports the Mission, Strategy and values of Bryn Mawr Trust.
• Additional responsibilities as required.

Minimum Qualifications:

• Must have a Bachelor's degree.
• Must have a minimum of 10 years of decision-making experience in an investment management setting, e.g.: investment advisory firm, trust department of a bank hedge fund, private investment office.
• Advanced degree, either CFA or MBA, preferred.
• Must have thorough knowledge of investment and portfolio management theory, along with a fundamental knowledge of financial planning principles.
• Must have knowledge of fiduciary, tax and other regulations impacting the investment management function.
• Must have strong investment management skills and commitment to delivering excellent customer outcomes.
• Must have strong written and verbal skills and ability to handle and deliver difficult client and management messages with tact and firmness.
• Must have proficiency in Microsoft Outlook, Microsoft Word and Excel.
• Experience with a trust accounting and/or investment system is preferred.
• Must be able to handle multiple priorities and be organized.

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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