VP, WEALTH MANAGEMENT CONSULTANT

Reports To: Chief Growth Officer Job Status: Exempt Base Salary Range: $100,000 - $175,000 Additional Compensation: Quarterly AUM Incentive, Annual Discretionary Incentive This role will be based out of Denver, San Francisco, Seattle, Salt Lake, Minneapolis, Las Vegas, or Portland with a focus on the PNW/NoCal/Central Mountain market. Job Summary The primary role of the VP, Wealth Management Consultant (WMC) is to drive sales of Members Trust Company (MTC) solutions and product suite, as well as develop relationships with Registered Investment Advisors (RIAs), Credit Unions (CU)/Financial Institutions and the 3rd party relationship managers (RM, Financial Advisors/Wealth Advisors/Trust Officers) that can sell MTC solutions and product suite. This is a sales, service, and training role where ethics, integrity and energetic drive are at the forefront. This role is an MTC investment management and trust/estate services platform subject matter expert and is critical to the success of the firm’s growth strategy. Essential Job Functions Generate sales of MTC investment management solutions as well as trust and estate services by conducting in-person sales and training meetings. Increase the frequency and number of RMs who actively recommend MTC solutions to grow assets under management. Own sales performance and goals for assigned territory. Partner with 3rd party leadership to help advisors and trust officers grow their advisory practice. Coach to practice management and educational thought leadership. 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. Educate RMs on MTCs trust products and services to drive sales. Primary Duties and Responsibilities Call RM prospects and existing RMs on the phone, via webcam, and conduct in-person site visits to RIA, credit union offices and retail offices/branches in the geographic markets they are assigned. Drive MTC investment/trust opportunities that will in turn drive revenue from acquiring prospective clients, expanding existing relationships and retaining current clients. Collaborate closely with the internal leadership teams of investment management and trust to present a unified MTC message. Assist RMs in a coaching/training capacity with the goal of getting them comfortable with MTC capabilities and sales process by conducting joint client appointments so the RM can conduct more meetings on their own in the future. Collaborate with relationship managers to deepen existing client relationships by providing advice around current investment views and positioning investments, wealth planning concepts and trust services where appropriate. Address product inquiries and partner with CUs, their leadership team and relationship managers to address client objections, competitive hurdles, and perceived gaps. Focus on driving average client ticket size upstream to larger balances. Travel to regional and national events and conferences to retain key clients and further develop relationships. Public speaking at large group RM and client events. Focus on ongoing RIA/CU relationship manager development through new hire training, advanced training workshops/role plays and one to one coaching sessions. Partner with key RIA/CU leaders to measure effectiveness and make changes to strategy if needed. Other responsibilities include assisting with the use of various client sales related tools, participating in the development of educational and sales content for relationship manager training and focused sales calls. Required Skills/Abilities Superlative understanding of wealth planning concepts and how they fit into wealth management solutions. Deep investment product knowledge and the ability to articulate complex investment ideas. Comprehensive understanding of trust and estate offerings and how to position these with relationship managers and their clients. Expert at client outreach/relationship management tactics and meeting with new prospects to drive greater distribution of our platform and solutions. Proven ability to communicate effectively at all levels. Ability to effectively lead and partner with others. 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 a business-related field required. CFP, CIMA, CTFA designation preferred. Minimum seven years of wealth management/financial services sales experience, including a minimum five years of trust services or investment product experience. Minimum five years of sales/educational coaching in the wealth management arena. Experience with Directed and Delegated Trust Services sales. Fee-based investment account sales and/or trust and estate issues experience. CRM (Salesforce) experience required. Physical Requirements Hybrid role with ability to travel regularly within a defined geography to achieve KPIs. 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. Reports To: Chief Growth Officer Job Status: Exempt Base Salary Range: $100,000 - $175,000 Additional Compensation: Quarterly AUM Incentive, Annual Discretionary Incentive This role will be based out of Denver, San Francisco, Seattle, Salt Lake, Minneapolis, Las Vegas, or Portland with a focus on the PNW/NoCal/Central Mountain market. Job Summary The primary role of the VP, Wealth Management Consultant (WMC) is to drive sales of Members Trust Company (MTC) solutions and product suite, as well as develop relationships with Registered Investment Advisors (RIAs), Credit Unions (CU)/Financial Institutions and the 3rd party relationship managers (RM, Financial Advisors/Wealth Advisors/Trust Officers) that can sell MTC solutions and product suite. This is a sales, service, and training role where ethics, integrity and energetic drive are at the forefront. This role is an MTC investment management and trust/estate services platform subject matter expert and is critical to the success of the firm’s growth strategy. Essential Job Functions Generate sales of MTC investment management solutions as well as trust and estate services by conducting in-person sales and training meetings. Increase the frequency and number of RMs who actively recommend MTC solutions to grow assets under management. Own sales performance and goals for assigned territory. Partner with 3rd party leadership to help advisors and trust officers grow their advisory practice. Coach to practice management and educational thought leadership. 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. Educate RMs on MTCs trust products and services to drive sales. Primary Duties and Responsibilities Call RM prospects and existing RMs on the phone, via webcam, and conduct in-person site visits to RIA, credit union offices and retail offices/branches in the geographic markets they are assigned. Drive MTC investment/trust opportunities that will in turn drive revenue from acquiring prospective clients, expanding existing relationships and retaining current clients. Collaborate closely with the internal leadership teams of investment management and trust to present a unified MTC message. Assist RMs in a coaching/training capacity with the goal of getting them comfortable with MTC capabilities and sales process by conducting joint client appointments so the RM can conduct more meetings on their own in the future. Collaborate with relationship managers to deepen existing client relationships by providing advice around current investment views and positioning investments, wealth planning concepts and trust services where appropriate. Address product inquiries and partner with CUs, their leadership team and relationship managers to address client objections, competitive hurdles, and perceived gaps. Focus on driving average client ticket size upstream to larger balances. Travel to regional and national events and conferences to retain key clients and further develop relationships. Public speaking at large group RM and client events. Focus on ongoing RIA/CU relationship manager development through new hire training, advanced training workshops/role plays and one to one coaching sessions. Partner with key RIA/CU leaders to measure effectiveness and make changes to strategy if needed. Other responsibilities include assisting with the use of various client sales related tools, participating in the development of educational and sales content for relationship manager training and focused sales calls. Required Skills/Abilities Superlative understanding of wealth planning concepts and how they fit into wealth management solutions. Deep investment product knowledge and the ability to articulate complex investment ideas. Comprehensive understanding of trust and estate offerings and how to position these with relationship managers and their clients. Expert at client outreach/relationship management tactics and meeting with new prospects to drive greater distribution of our platform and solutions. Proven ability to communicate effectively at all levels. Ability to effectively lead and partner with others. 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 a business-related field required. CFP, CIMA, CTFA designation preferred. Minimum seven years of wealth management/financial services sales experience, including a minimum five years of trust services or investment product experience. Minimum five years of sales/educational coaching in the wealth management arena. Experience with Directed and Delegated Trust Services sales. Fee-based investment account sales and/or trust and estate issues experience. CRM (Salesforce) experience required. Physical Requirements Hybrid role with ability to travel regularly within a defined geography to achieve KPIs. 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.

Salary : $100,000 - $175,000