Job Description

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

• 10+ years of experience in wealth management, trust, or related financial services.
• Proven leadership experience, including managing teams and overseeing P&L.
• Experience in oil & gas trust accounting (minimum three years).
• A track record of introducing new products or innovative processes in wealth management.
• Experience developing referral programs within a banking environment.
• Strong knowledge of compliance and regulatory requirements in the trust and wealth management space.
  
  

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?

• Opportunity for Innovation: Help diversify product offerings, including partnerships with RIAs, special needs trusts, 1031 Exchanges, and services tailored to dispensary owners.
• Strategic Growth: Play a key role in expanding wealth management regionally by collaborating with branches and commercial lenders.
• Strong Leadership Role: Guide a team, develop business plans, and represent the bank within the community to enhance visibility and referral opportunities.
• A Thriving, Well-Positioned Department: They've experienced steady growth and profitability, and now are looking for a leader to take them to the next level.
  
  

OOJ - 33718

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