Job description:
What Youll Do
- Lead the wealth management division, developing and executing strategic initiatives.
- Expand regional presence by collaborating with bank branches, commercial lenders, and CLOs.
- Develop and implement programs to drive internal referrals.
- Work closely with the Trust Committee and external investment managers to oversee investment strategies.
- Strengthen compliance measures to meet heightened regulatory expectations, particularly in MRB-related areas.
- Serve as a visible community representative, fostering relationships and driving new business opportunities.
Qualifications:
What Were 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 team as we expand our offerings and enhance our strategic vision. With a strong foundation in placeour recent trust exam went exceptionally well with no significant findingswere looking for a dynamic professional to help us drive growth, introduce new products, and strengthen our regional presence.
Why Join Us?
- Opportunity for Innovation: Help diversify our 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: Weve experienced steady growth and profitability, and now were looking for a leader to take us to the next level.