Pennsylvania Trust

Career Opportunities

Pennsylvania Trust employs exceptionally skilled individuals who are committed to providing outstanding professional services, with integrity, in a highly personalized manner. We provide employees with an excellent benefits package and competitive pay.

Qualified applicants should forward a resume with salary requirements to jobs@penntrust.com. Resumes will be reviewed in conjunction with available career opportunities. In the event your qualifications match with an open position, an interview will be arranged.

Current Opportunities

IT Technical Support Specialist

Pennsylvania Trust Company, an independent and employee-owned wealth management firm headquartered in Radnor, Pennsylvania is looking to hire an IT Technical Support Specialist to join our team to provide front line technical support for computer and network related issues.

In performing these job duties, the employee will abide by all policies set forth in Pennsylvania Trust’s Employee Handbook and Policy Manual, including conducting all relationships with co-workers, customers, and business partners with integrity and high ethical standards.

Essential Functions:

  1. Provide technology support internally to company employees.
  2. Walk employees through steps to help them resolve their technical problems.
  3. Work closely with employees and external vendors.
  4. Set up and deploy new computers and printers.
  5. Assist in managing the company’s hardware and software inventory as well as the company’s phone and data networks.
  6. Troubleshoot to detect and solve technical problems.
  7. Install or update required hardware and software and recommend computer products or equipment to improve company productivity.
  8. Establish accounts for new users and assist with password or login problems.
  9. Support the implementation of new solutions or applications.
  10. Perform other duties as assigned from time to time to meet the business needs of Pennsylvania Trust.
  11. Regular, reliable, and predictable attendance during set office hours.
  12. Physical full-time presence in the office to ensure face-to-face collaboration and teamwork.

Supervisory Responsibilities:

This position does not have supervisory responsibilities.

Job Requirements (Knowledge/Abilities):

  1. Working knowledge of Active Directory, Exchange and Office.
  2. Strong written, verbal and interpersonal communication skills.
  3. Demonstrated ability to provide courteous and professional service to clients.
  4. Excellent organization and prioritization skills.
  5. Ability to multi-task.
  6. Must be detail-orientated.
  7. Working knowledge of organization’s policies/procedures and service philosophy.

Qualified applicants should forward a resume with salary requirements to jobs@penntrust.com.

Email your resume now.

Vice President, Client Development

Pennsylvania Trust Company, an independent and employee-owned wealth management firm headquartered in Radnor, Pennsylvania is looking to hire a Vice President, Client Development to join our team.

This position will identify, source and develop new high net worth and institutional prospects and clients.

Essential Functions:

  1. Identify prospects and bring in new business from high net worth individuals, families, endowments and foundations.
  2. Cultivate key prospects on a regular basis through personal contact, correspondence, handwritten acknowledgements, personal visits, and invitations to special events.
  3. Explore new business opportunities from external and internal sources, including targeting new business from current clients.
  4. Arrange and lead business development and pre-planning meetings.
  5. Establish sales process, opportunity tracking and metrics to enable clear communication of progress and status of the pipeline.
  6. Assist the Director of Marketing and Client Development in implementing business development marketing strategies and initiatives.
  7. Coordinate with colleagues to identify prospects. Leverage contacts within the community through professional and social networks.
  8. Develop and implement targeted client events.
  9. Track prospect contact data in CRM system to build PTC database.
  10. Inform prospects of new product offerings and services, including sending updated product information.
  11. Attend various events and conferences that may be applicable to our industry to have a PTC presence.

Supervisory Responsibilities:

This position does not have supervisory responsibilities.

Job Requirements (Knowledge/Abilities):

  1. 10+ years in a business development role, preferably in a wealth management environment.
  2. Broad knowledge of investment strategy, trust, estates, tax and financial planning.
  3. Proven track record in sales and client development.
  4. Knowledge and experience with CRM system(s).
  5. Strong written, verbal and interpersonal communication skills.
  6. Demonstrated ability to provide courteous and professional service to clients.
  7. Ability to leverage social media.
  8. Excellent organization and prioritization skills.

Qualified applicants should forward a resume with salary requirements to jobs@penntrust.com.

Email your resume now.

Pennsylvania Trust supports and is committed to Equal Employment Opportunity. It is our policy to provide equal employment opportunities to all employees and applicants on the basis of their merits and ability to perform, without regard to race, color, religion, gender, sexual orientation, genetic information, citizenship, veteran’s status, national origin, ancestry, age, disability, or any other protected characteristic.

Benefits Package

To attract and maintain the qualified professionals who are necessary to provide the level of service Pennsylvania Trust demands, we offer an excellent compensation package which is inclusive of the following benefits:

  • Medical, dental and vision insurance
  • Health Savings Accounts
  • Retirement Benefits
  • Short and Long-term disability
  • Life Insurance
  • Paid time off for vacation and illness