General Summary:
The position of “Managed Solutions Group” Advisor has been specifically developed to provide relationship, administrative and sales support to OIA's Small Relationship (>$150k) clients; while assisting the Trust team with servicing and investment management for OIA’s largest client; the OBT Trust Department.
Requirements:
Organized, detail-oriented, self-starter with an ability to work independently. Needs to effectively communicate among various departments in both written and verbal format. Most importantly, the individual must be able to work with clients/prospects and convey OIA’s value proposition effectively, with the goal of gaining wallet share via appropriate selling strategiesandsatisfying client needs. Must be able to prioritize and work efficiently under ever-changing workloads, timeframes, and market deadlines.
Essential Duties and Job Responsibilities:
1. Relationship and sales management for ~250 OIA clients; those clients that have account(s) under $150k.
2. Client engagement via telephone, email and in-person or virtual meetings.
3. Prospecting via client referrals and community engagement.
4. Multiple goals include client retention, share of wallet growth, client resume building, cross selling to OBT where appropriate and creating a center of excellence for client satisfaction.
5. Fielding any Trust Officer or Administrator requests from within OBT when the Managed Solutions Wealth Advisors are out of the office or attending client meetings.
6. Working in conjunction with the Managed Solutions team to prepare prospect and client presentations, fulfill monthly investment reviews and complete any report requests.
7. Assist in the distribution of economic updates to the Trust department provided by OIA’s Investment Policy Committee.
8. Perform all duties and projects as assigned by management.
EDUCATION, CERTIFICATION, EXPERIENCE:
Bachelor’s Degree or equivalent work experience of 3 plus years required.
Series 65 License required.
Prior Salesforce (or CRM) usage preferred.
KNOWLEDGE, SKILLS, ABILITIES:
1. Proficient in Microsoft Office suite, with a strong focus on Word and Excel
2. Demonstrate excellent communication skills, both oral and written.
3. Should have the ability and experience to draft clear and professional correspondence, policies and procedures.
WORK ENVIRONMENT:
1. Flexibility to work additional hours including nights, weekends and holidays, as required.
2. Typically, the noise level in the work environment is low to moderate.
3. Will have a high volume of interactions in person and over the telephone.
4. Fast-paced environment.
5. May experience occasional job stress in response to job demands.
6. There are no significant hazardous conditions.
PHYSICAL DEMANDS:
1. Frequently required to sit for prolonged periods of time.
2. Mobility required greeting and assisting employees and visitors.
3. Frequently required to skillfully operate a computer, telephone and other standard office equipment.
4. Occasionally travel outside of work location to attend meetings and training programs.
5. Occasionally lift and/or move up to 25 pounds.
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Hudson Valley Investment Advisors, Inc. is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
Pay: $71,000.00 - $84,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Application Question(s):
- Do you have your Series 65 or Series 66 License?
Education:
Work Location: In person
