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Regional Wealth Managers plan, coordinate and supervise the activities of Wealth Management Teams across multiple markets and geographies, including profitability and sales; creating an atmosphere of integrity, professionalism, quality and exceptional client service. Responsible for the growth and development of assigned markets, improving line of business profitability, providing accurate and superior client service and for cultivating and coordinating referral business with other lines of business within the bank. Serves as liaison between segments of Wealth Management to ensure the company's strategic goals and initiatives are met and/or exceeded.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Manages multidisciplinary wealth teams across multiple markets and geographies throughout the bank's footprint. Wealth teams may include Private Bankers, Trust Relationship Managers, Wealth Advisors, Senior Investment Consultants and Administrators.
- Establishes sales goals and strategies, and assesses unit’s performance against set goals. Develops systems and tools to monitor actual results against goals.
- Responsible for modeling, promoting and implementing One Wealth model within assigned Wealth Teams across multiple markets.
- Accountable for maintaining corporate standards for regulatory compliance, risk management policies and internal financial and operational controls for all activities related to the Wealth Management
- Establishes financial controls and assists with the development of market and regional financial forecasts and budgets accordingly
- Implements competitive benchmarking standards and bank’s wealth management target operating model.
- Develops centers of influence, and participates in community and civic organizations to promote goodwill and generate new business.
- Compiles and reports financial data as required by organization and government regulations.
- Provides advice and guidance to team members and ensures that the actions of all team members adhere to organizational policy.
- Meets with Wealth Management clients and potential clients as needed for new business development and to help region achieve goals.
- May have supervisory responsibilities over other Regional Wealth Managers.
- May have supervisory responsibilities of staff positions within Asset Management, assist in establishing an appropriate investment strategy for clients and evaluate and effectively communicates current economic and market conditions.
SUPERVISORY RESPONSIBILITIES:
Responsible for the overall direction, coordination and evaluation of a team of associates, carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding associates and enforcing policy and procedure; addressing complaints and resolving problems.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- Bachelor’s degree preferably with a concentration in business, finance or related field required.
- Graduate degree, Certified Financial Planner (CFP), and/or Certified Wealth Strategist (CWS) preferred.
- 10 years of related experience in Private Banking or Wealth Management and 7 years of management experience required. 10 years’ management experience preferred.
- Series 24; Series 7; Series 66 or Series 65 and Series 63; as well as Life and Health licenses for the state(s) where business is conducted strongly preferred.
- Advanced communication, presentation and training skills.
- Advanced client service, analytical, and organizational skills.
- Ability to work effectively with all levels of personnel.
- Experience with Microsoft Office products including Microsoft Word, Excel, Access and PowerPoint.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- Ability to travel if required to perform the essential job functions.
- Ability to work under stress and meet deadlines.
- Ability to operate related equipment to perform the essential job functions.
- Ability to read and interpret a document if required to perform the essential job functions.
- Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
