VP, Senior Wealth Planning Manager

1 day ago

Danbury, United States JCW Full time

JCW Search has been retained by our client, a well known community bank in the Danbury, CT area in search of a VP, Senior Wealth Planning Manager. Candidates must be CFP Certified.


Role Overview:

The Senior Wealth Financial Planning Manager will offer comprehensive wealth management services to high-net-worth individuals, collaborating closely with the entire wealth management team. This role involves crafting detailed long-term financial strategies for clients, recommending appropriate financial products and services, and overseeing the administration of trust, non-profit, personal investment management, employee benefit, and IRA accounts. This position, designated as Vice President, will ensure that all accounts are managed in compliance with legal and regulatory standards, bank policies, and in collaboration with both internal and external partners.


Key Responsibilities:


  • Spearhead the financial planning function to advance the department’s strategic objectives and enhance client experience initiatives.
  • Manage the financial planning process, including designing, analyzing, and presenting tailored financial plans based on individual client circumstances. Focus areas include goal setting, estate planning, educational funding, charitable contributions, tax planning, insurance needs, and social security.
  • Oversee the financial planning workflow, encompassing meeting preparations, plan development, direct client interactions, follow-up, and ongoing client support.
  • Maintain expertise in financial planning issues and stay current with financial planning software, Excel, PowerPoint, and cash flow analysis tools to offer a comprehensive view of clients' financial situations.
  • Create and review financial plans, recommend products and services aligned with clients' long-term goals, and provide feedback to enhance planning deliverables and software functionalities.
  • Cultivate strong client relationships to retain existing accounts and keep clients informed of any financial developments impacting their portfolios.
  • Leverage the financial planning process to grow assets under management, including adding assets from outside sources and developing strategies for client retention.
  • Identify and engage new prospects, establishing and nurturing relationships as a trusted advisor.
  • Drive new business opportunities through various internal and external channels, collaborating with colleagues and participating in cross-selling activities. Conduct educational and referral training sessions as needed.
  • Collaborate with the marketing team to create materials for business development and drive growth through community involvement and professional networks.
  • Act as the primary account officer, managing client relationships and handling all administrative and fiduciary responsibilities in accordance with legal, regulatory, and policy requirements.
  • Provide exceptional client service, schedule and attend meetings, and address any issues promptly, involving legal or accounting advice as needed.
  • Offer guidance on fiduciary administration, financial, tax, and estate planning matters. Review trust documents and summarize trust powers and concerns.
  • Build and maintain relationships with attorneys, accountants, and other professionals.
  • Collaborate with the team on trust, IRA, and non-profit distributions, process discretionary distribution requests, and review accounts annually for compliance and accuracy.
  • Participate actively in the Trust Administrative Committee (TAC) and Trust Investment Committee (TIC), and serve as a system expert for trust operations.
  • Contribute to departmental project initiatives, ensuring cost efficiency and adherence to timelines.
  • Coordinate with external personnel as required and manage project deliverables.
  • Foster team development by motivating staff, promoting workplace enthusiasm, and supporting professional growth through training and development opportunities.
  • Oversee HR processes including performance reviews, career development, training, and disciplinary actions.

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