Managing Director of Wealth Advisory

7 days ago

Elk Grove Village, Illinois, United States First American Bank Full time

Job Description:

First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.

This position is responsible for the management and direction of Private Wealth Advisory, Financial Planning, Private Banking and new business development within the Wealth Management Group. Provides subject matter expertise on the Wealth Management Groups strategic initiatives and offers direction, guidance, and decision making to achieve desired results. This leadership role has direct responsibility for profit generation, business growth and client retention within these areas. Reports to the head of Wealth Management.

DUTIES & RESPONSIBILITIES:

  • Proactively identify solutions, develop and implement policies and strategies necessary to achieve financial goals of the department.
  • Work with partners in the organization to ensure a cohesive client experience and to deliver a consistent message to clients and prospective clients. Act as subject matter expert for staff and clients.
  • Work closely with Chief Investment Officer and Chief Fiduciary Officer to assure a cohesive product offering and client life cycle.
  • Hire, train, and mentor direct reports to assure First American Bank values and service standards are consistently met. Ensure talent and performance strategies are in place to coach and develop staff. Oversee incentive compensation plans for staff in Wealth Advisory.
  • Develop and implement marketing initiatives. Participate with bank partners in high end sales opportunities. Presentation skills should be at the most senior level.
  • Develop, manage, and retain the most complex and important client relationships within Private Wealth Advisory.
  • Manage expenses and resources to efficiently and effectively accomplish goals and objectives.
  • Champion the use of technology to meet the needs of our employees and clients.
  • Create a culture of risk control that safeguards our customers and our business.
  • Actively participate in any committee appointments.

QUALIFICATIONS:

  • College degree with advanced certificate or degree preferred.
  • Professional credentials such as CFP, CPA, or CFA preferred.
  • Minimum 10 years of experience in the Wealth Management field with demonstrated experience in comprehensive financial planning, investment management, and business development required.
  • Proven track record in a leadership role within the financial services industry. Management style should be consistent with a team oriented, collaborative business environment.
  • Strong written and verbal communications skills including ability to speak before groups.
  • Must be self-motivated and have excellent organizational skills.
  • Must have excellent computer skills.
  • Proficient with Microsoft Office products and the ability to learn and understand other systems and software easily.
  • Must be able to utilize technology to facilitate goals of the department.
  • This position requires regular travel by car to various locations throughout the Bank's Chicago market.
  • Occasional out-of-state travel may be required.
  • Typical hours are Monday-Friday 8:00 a.m. through 5:00 p.m.
  • Additional hours will be required as workload dictates.
  • Punctuality is required to maintain First American Banks customer service standards.

  • Executive Director

    7 days ago

    Elk Grove Village, Illinois, United States ProMedica Full time

    Arden Courts of Elk Grove is hiring an Executive DirectorThe Executive Director is responsible for the day-to-day management and operations of the Assisted Living Center. The Executive Director will manage all business related activity to achieve the ProMedica vision, and support strategies that assure the company image as an ethical and high quality...

  • Commercial Loan Relationship Manager

    7 days ago

    Elk Grove Village, Illinois, United States First American Bank Full time

    Job DescriptionFirst American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees...

  • Director of Finance

    7 days ago

    Elk Grove Village, Illinois, United States Kenneth Young Center Full time

    You are key to our vision: Together We Thrive. At Kenneth Young Center, our staff come together with volunteers, community partners, and the people we serve to create holistic systems of care through interwoven behavioral health programs, older adult services, and community health initiatives. Our team welcomes and celebrates unique perspectives, and...

  • Bilingual Director of Finance

    7 days ago

    Elk Grove Village, Illinois, United States PMI KYOTO Packaging Systems Full time

    PMI Kyoto Packaging Systems is looking for an onsite Bilingual Director of Finance (English/Japanese) to join our team in our Elk Grove Village office PMI Kyoto Packaging Systems has been an industry leader in the packaging industry for over twenty years. We provide high end, custom machinery to a diverse, international clientele including many Fortune 500...

  • Senior Leveraged Finance Commercial Loan Analyst

    7 days ago

    Elk Grove Village, Illinois, United States First American Bank Full time

    Job Description: First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our...

  • Engineer Apprentice

    7 days ago

    Elk Grove Village, Illinois, United States JLL Full time

    JLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our industry; and we support them through professional growth, flexibility, and...

  • Customs Brokerage Compliance Analyst

    7 days ago

    Elk Grove Village, Illinois, United States LOGISTEED America, INC Full time

    SummaryThe Customs Brokerage Compliance Analyst reports to the LOGISTEED-America, Inc. Customs Brokerage Compliance Manager & Director of Customs Brokerage Compliance.This position requires excellent analytical skills along with the ability to monitor and report the activities of all Import Brokerage compliance in the US, including all Participating...

  • Supervisor of Client Services

    7 days ago

    Elk Grove Village, Illinois, United States Innoved Institute, LLC Full time

    Job DescriptionJob DescriptionBenefits:Competitive salaryDental insuranceHealth insurancePaid time offTraining & development1275 Brummel Ave Elk Grove Village IL 60007Supervisor of Client ServicesThe Position: Were looking for a candidate to fill the Supervisor of Client Services position, this position will support the Director of Client Operations.Job...

  • Hospice Travel Nurse

    7 days ago

    Elk Grove Village, Illinois, United States Transitions Care Full time

    now to join our team and experience the Transitions difference As a Transitions Care Travel Nurse you will travels within the five states that Transitions Hospice provides services. The hospice travel nurse will work collaboratively with the interdisciplinary team in the location in which they are assigned to provide compassionate, end of life care. The...

  • Registered Nurse Supervisor RN

    3 weeks ago

    Elk Grove Village, Illinois, United States DAVITA Full time

    800 Biesterfield RdC/O Alexian Brothers Medical Center - Dialysis, Elk Grove Village, Illinois, , United States of AmericaClinical Registered Nurse Manager needed; North Suburban AcuteAscension Alexian Brothers Medical Center, Elk Grove Village, ILAscension St. Alexius Medical Center, Hoffman Estates, ILAdventHealth GlenOaks Hospital, Glendale Heights, IL As...

  • Registered Nurse Supervisor RN

    4 weeks ago

    Elk Grove Village, Illinois, United States DAVITA Full time

    800 Biesterfield RdC/O Alexian Brothers Medical Center - Dialysis, Elk Grove Village, Illinois, , United States of AmericaClinical Registered Nurse Manager needed; North Suburban AcuteAscension Alexian Brothers Medical Center, Elk Grove Village, ILAscension St. Alexius Medical Center, Hoffman Estates, ILAdventHealth GlenOaks Hospital, Glendale Heights, IL As...

  • Director of Technology

    7 days ago

    Downers Grove, Illinois, United States ASGE - American Society for Gastrointestinal Endoscopy - Downers Grove, IL Full time

    Position SummaryThe incumbent will be the subject matter expert that leads the direction, coordination, integration and implementation of technology across the organization. The Director will ensure that all components of the IT infrastructure are current, effective and maintained appropriately. The Director will evaluate and implement technology solutions...

  • Director, Sales Account Management

    7 days ago

    Downers Grove, Illinois, United States Dearborn Group Full time

    At Dearborn Group, we consider our employees the cornerstone of our business and the foundation to our success. We enable employees to craft their career with curated development plans that set their learning path to a rewarding and fulfilling career.Come join us and be part of a purpose driven company who is invested in your futureJob SummaryJob...

  • Director of Curriculum and Assessment

    7 days ago

    River Grove, Illinois, United States Triton College Full time

    Please see Special Instructions for more details:1. Annual salary of $71,721;Official transcripts required prior to employment;Triton College is an AA/EOEPosting Details: Posting SummaryPosting Number S00338PPosition Title Director of Curriculum and AssessmentPosition Type Mid ManagementDepartment Academic AffairsEssential Function The Director of Curriculum...

  • Director of Quality

    7 days ago

    Downers Grove, Illinois, United States Foxhound Partners Full time

    Job Title- Director of QualityLocation- Downers Grove, IL (Hybrid position – 3 days office/2 days remote)Travel required- Travel will likely be up to 40%US citizenship requiredRelocation availableAutomotive manufacturing experience required The Director of Quality facilitates and administers goals, direction, and development of the total quality program....

  • Director of Solution Development

    7 days ago

    Downers Grove, Illinois, United States Duravant Full time

    Job Details LevelExperienced Job LocationDowners Grove, IL Position TypeFull Time Education Level4 Year Degree Travel PercentageUp to 25% Job ShiftDay Job CategorySales Duravant Material Handling Integration Services is focused on providing solutions to both integrator and end-user customers. Integration Services leverages the products from our Duravant...

  • Financial Advisor

    7 days ago

    Downers Grove, Illinois, United States NYLIFE Securities LLC Full time

    Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and...

  • Assistant Brand Manager

    7 days ago

    Downers Grove, Illinois, United States Glanbia plc Full time

    We are looking for a vibrant Assistant Brand Manager to join our dynamic team at a global nutrition company.Glanbia is a renowned company dedicated to providing top-notch nutrition solutions for individuals at every stage of life's journey. As a wholly owned subsidiary of Glanbia, Glanbia Performance Nutrition boasts a diverse brand portfolio that includes...

  • Case Manager I, Transitional Rapid Re-Housing

    1 week ago

    Downers Grove, Illinois, United States Catholic Charities, Diocese of Joliet Full time

    Job DescriptionJob DescriptionDescription:Catholic Charities, Diocese of Joliet offers 41 paid days off per year, excellent medical benefits, and an employer-sponsored 403b plan that requires no contribution from employee. We prioritize your well-being and financial security.Do you want to use your skills and talents to make a lasting difference in the...

  • Director - labor relations

    7 days ago

    Downers Grove, Illinois, United States TK Elevator Corporation Full time

    Full job description The company What we expect The first 3 letters in workplace safety are Y-O-UTK Elevator is currently seeking an experienced Director- Labor Relations located in Chicago, IL.Responsible for directing and overseeing the company's labor relations programs, policies, and procedures for the U. S Field Operations, which includes multiple labor...