2 дня назад
Director of Private Wealth Markets
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director of Private Wealth Markets (Private Wealth and Trust Management): Directing private wealth sales and operations for an assigned market while leading trust division associates and managing major client relationships with an accent on business development, account oversight, and regulatory compliance. Focus on developing market plans and budgets, coordinating asset allocation reviews with portfolio managers, and building effective teams through training and supervision.
Location: Fort Worth, TX, United States
Company
provides banking and trust services with a focus on customer relationships and private wealth management.
What you will do
- Direct private wealth sales and operations for the assigned market.
- Provide leadership and oversight for departments within the Trust Division.
- Develop and implement business development plans and budgets.
- Maintain relationships with major clients and manage assigned accounts.
- Coordinate with portfolio managers on asset allocation and client review schedules.
- Supervise, train, and support trust associates while ensuring regulatory compliance.
Requirements
- Four-year BS or BA degree from an accredited university or college.
- Six to eight years of experience as a trust manager or trust officer.
- Strong interpersonal, communication, people management, and sales skills.
- Ability to analyze financial reports and legal documents and interpret regulations.
- Proficiency with MS Word and Outlook.
Nice to have
- People management experience.
- CPA, CFP, law degree, or ABA designation relevant to the managed area.
Culture & Benefits
- Full-time employment.
- Participation in civic, community, banking, trust, and legal organizations.
- Required compliance training and adherence to applicable laws, regulations, policies, and procedures.
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