Job Description
As a Manager of Wealth Management, you will lead and develop a team providing financial planning, portfolio management, and investment advice to high-net-worth clients, ensuring their financial goals are met and client satisfaction is high.
Manager Wealth Management
What You’ll Do
Lead the wealth management division by developing and executing strategic initiatives that drive growth and enhance service offerings. Expand the firm's regional presence through close collaboration with bank branches, commercial lenders, and CLOs, ensuring seamless integration and alignment across business units.
Design and implement programs that encourage internal referrals, strengthening the firm's client pipeline and fostering a culture of cross-departmental engagement. Work closely with the Trust Committee and external investment managers to oversee investment strategies, ensuring they align with client objectives and market conditions.
Enhance compliance measures to meet evolving regulatory expectations, with a particular focus on maintaining robust controls in MRB-related areas. As a visible representative in the community, build and nurture relationships that drive business development and reinforce the firm's reputation as a trusted financial partner.
Qualifications
What We’re Looking For
Why is This a Great Opportunity
Are you a forward-thinking leader with a passion for innovation in wealth management? This is an exciting time to join our client as they expand their offerings and enhance their strategic vision. With a strong foundation in place—the recent trust exam went exceptionally well with no significant findings—they're looking for a dynamic professional to help them drive growth, introduce new products, and strengthen our regional presence.
Why?
OOJ - 33718
...our products, and educating potential customers on renewable energy and storage solutions. You will be responsible for scheduling appointments and building the Sunrun customer base. Your focus on each person you meet is to influence and impact them in a positive manner....
...Join the RocketCup Coffee Team! RocketCup Coffee is on the lookout for passionate and energetic team members to join our incredible team. We're dedicated to crafting exceptional coffee experiences for all our customers. Were fueling people's dreams and days with...
The Part-Time Center Associate delivers world-class customer service to all retail customers by receiving and processing packages for courier... ...* Continuously practices good listening skills with customers, UPS Store team members, and leadership* Takes ownership of the...
...Joint Commission and has earned ANCC Magnet Recognition for nursing excellence. What You Will Do: This is a newly... ...Behavioral Unit is a 24-bed, voluntary inpatient unit. The Clinical Nurse Specialist practices as an expert in the application of the nursing process...
...fact, in 2020, we transitioned to 100% virtual operations, ensuring a flexible and modern... ...communication and personalized service. Stay Ahead of Industry Trends : Continuously... ...associations, and their families. AIL representatives develop long-term relationships with...