President of Wealth

As a President of Wealth, you’d be in a player-coach position dedicated to shaping and advancing the strategic direction of the Private Wealth Management team, overseeing financial planning, investment management, trust and estate, private banking, and business development.

DUTIES & RESPONSIBILITIES

• Define and execute a growth-focused strategic plan for the Private Wealth division.
• Inspire and align the team with the division’s vision and organizational goals.
• Lead cross-department collaboration to enhance client services and overall success.
• Drive innovation across technology, products, services, and operational processes.
• Partner with senior leadership for budgeting, workforce planning, and performance reviews.
• Recruit, coach, and retain top talent to foster a high-performance culture.
• Set and monitor sales targets, providing consistent coaching to meet objectives.
• Develop and implement strategies to attract and retain high-net-worth clients.
• Actively engage in community and business development to generate new opportunities.
• Serve as a subject-matter expert on fiduciary, investment, operational, and regulatory matters.
• Stay informed on industry trends and best practices to drive continuous improvement.
• Build the division’s profile through community involvement and professional networks, representing the organization to build brand awareness.
• Cultivate and maintain client relationships in alignment with company values and planning-based standards
• Guide clients through the financial planning process, ensuring thorough preparation and execution.
• Drive client referrals and create new business opportunities in growing geographical areas.

QUALIFICATIONS

• Bachelor's degree in Business, Finance, Economics, or a related field.
• Minimum of 15 years as a Financial Advisor.
• Advanced designation required (CFP, CPA, MBA, etc).
• Proven leadership experience in wealth management, private banking, or related fields.
• Expertise in compliance, fiduciary responsibilities, and regulatory standards.
• Strong track record of driving sales performance and financial growth.
• Commitment to innovation, collaboration, and community involvement.
• Excellent analytical, organizational, and communication skills.
• Ability to handle multiple projects simultaneously.