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 …
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$134k–$220k/yr
Full-time
bachelor degree, postgraduate degree, professional certificate
Medical coverage, Dental coverage, Vision coverage, 401(k) plan, Life insurance, Accident insurance
Posted 14d ago
~40 hrs/week
Responsibilities
The Senior Wealth and Trust Advisor manages complex client relationships by delivering comprehensive wealth management services and ensuring adherence to fiduciary standards. They also lead cross-functional teams and mentor junior staff to drive business growth and maintain high-quality service delivery.
Requirements
Candidates must hold a bachelor's degree and possess at least 10 years of progressive experience in trust or wealth management. Strong technical expertise in fiduciary administration, estate planning, and financial markets is required, along with excellent leadership and communication skills.
Full job description
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 Wealth and Trust Advisor is responsible for maintaining and deepening ongoing relationships with clients while overseeing the comprehensive delivery of wealth management services. The incumbent will leverage extensive fiduciary expertise, industry experience, and bank resources to identify opportunities for relationship growth, retention, and enhancement. In addition, the incumbent will manage a portfolio consisting of large, complex, and highly sensitive client relationships, ensuring proper administration in accordance with fiduciary standards, regulatory requirements, and BMT’s policies and procedures, while consistently mitigating risk and upholding the highest standards of care.
Job Responsibilities:
Responsible for overall client satisfaction by proactively directing, coordinating, and integrating the efforts of appropriate bank resources to ensure the timely, accurate, and high-quality delivery of services, effective issue identification and resolution, and consistent, transparent communication with clients, internal partners, and otherwealthteam members.
Cultivate and maintain strong, trusted relationships with clients, their families, and external advisors (e.g., attorneys, accountants, and other centers of influence) to develop a holistic understanding of clients’ financial, estate, and legacy goals; actively identify and pursue opportunities for new business from existing relationships, prospective clients, and referral networks.
Build, maintain, and continuously enhance knowledge of fiduciary standards, regulatory expectations, and industry best practices; support Fiduciary Services by leading or contributing to departmental initiatives, projects, and committees; champion Bryn Mawr Trust’s client-centric, planning-led approach to relationship management and long-term wealth strategy execution.
Utilize financial planning tools and software, as appropriate, and collaborate with a broader multidisciplinary planning team (e.g., investment advisors, tax specialists, and estate planners) to develop, implement, and monitor customized strategies that address clients’ financial goals, risk tolerance, and evolving needs.
Provide leadership, mentorship, and guidance to junior advisors within the Wealth Management Division, including training, professional development, workflow management, and complex problem resolution; serve as a subject matter expert and role model, and represent BMT at external events, professional organizations, and industry forums while actively promoting the organization’s mission, strategic objectives, and core values.
Ensure all client accounts are administered in strict adherence to fiduciary, legal, compliance, and internal policy standards, including proper documentation, risk management, and audit readiness, while exercising sound judgment in decision-making across complex scenarios.
Minimum Qualifications:
Must have a college degree (Bachelor’s required; advanced degree or professional certifications such as CFP®, CFA, CTFA, or JD preferred).
Must have a minimum of 10 years of progressive experience within a trust department of a bank, financial services firm, or law firm, with demonstrated responsibility for managing complex trust and wealth relationships.
Must possess a high level of technical expertise in fiduciary administration, tax planning, estate planning concepts, and trust structures, along with a strong and current understanding of financial markets, investment principles, and wealth planning strategies.
Strong leadership and influencing skills with the ability to manage priorities, lead cross-functional teams, and drive outcomes in a collaborative environment.
Strong client service orientation and a proven commitment to delivering a consistently high standard of service and client experience.
Excellent written and verbal communication skills, including the ability to convey complex information clearly and to handle sensitive or difficult client and management conversations with professionalism, empathy, tact, and firmness.
WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Salary Range:
$133,728.00 - $219,696.75
Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
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.
WSFS Financial Corporation is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally headquartered bank and wealth management franchise in the Greater Philadelphia and Delaware region. As of March 31, 2025, WSFS Financial Corporation had $20.5 billion in assets on its balance sheet and $89.6 billion in assets under management and administration. WSFS operates from 115 offices, 88 of which are banking offices, located in Pennsylvania (58), Delaware (39), New Jersey (14), Florida (2), Nevada (1) and Virginia (1) and provides comprehensive financial services including commercial banking, consumer banking, treasury management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Trust Advisors, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.
Offices: 500 Delaware Ave, Wilmington, DE 19801, US
How much do Management & Leadership jobs in Princeton, NJ pay?
Based on 432 listings with disclosed salaries, most management & leadership jobs in Princeton, NJ pay between $94k–$240k per year. Individual offers vary with seniority, company size, and specialization.
How many Management & Leadership jobs are open in Princeton, NJ right now?
There are currently 497 open management & leadership positions in Princeton, NJ listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Princeton, NJ?
Companies currently hiring include Bristol Myers Squibb, Otsuka Pharmaceutical Companies (U.S.), Princeton University Strategic Partnerships and Engagement, Kardigan, Integra LifeSciences, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Princeton, NJ?
Yes — 281 of the 497 open management & leadership positions offer remote or hybrid work (32 remote, 249 hybrid).
How do I apply for Management & Leadership jobs in Princeton, NJ?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.