Private Wealth Management Leader
Core
Leading a team of Wealth and/or Trust Advisors to drive profitable results, revenue growth, and new business development while ensuring sound risk practices.
Role type
Senior management leader for Private Wealth Management
Builds
Revenue growth, new business development, and team performance for private clients
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Team leadership, business planning, expense management, risk mitigation, coaching, regulatory compliance, performance monitoring, stakeholder management
Preferred skills
Master's degree, previous management experience, Personal Trust expertise
Technologies
NMLS registration, Regions360, QHH
Responsibilities
Create area-specific business plans, oversee advisory team performance and targets, mitigate business risks, coach advisors, manage expenses, advise senior management on partnerships
Seniority
Senior, hands-on IC with management oversight