REGIONAL MANAGER OF WEALTH MANAGEMENT

3 weeks ago

Lexington, United States Stock Yards Bank & Trust Full time

As a Regional Manager of Wealth Management & Trust, your day will be filled with opportunities to build and develop all facets of the Wealth Management Business in the Central Kentucky market. Emphasis will be on obtaining new business such as investment management, trust, company retirement plans, financial planning and insurance. Management and Trust experience are important while Stock Yards Bank will provide a professional environment to continually improve the candidate's skills and to further his/her career goals for advancement within the banking profession. Our past accomplishments and continued future successes are directly attributed to the individual success of our employees.

Responsibilities

Daily responsibilities and essential duties include, but are not limited to, the following:

* Build and manage the Wealth Management & Trust team; build and market the Stock Yards Wealth Management Brand in Central Kentucky.
* Introduce new business and client services ideas and improve best-practices.
* Develop and implement the team's business plan and tactics designed to acquire new high net worth clients.
* Manage day-to-day sales process through closure.
* Developing, prioritizing, and cultivating COIs.
* Create and implement focused marketing plan.
* Prepare and present business presentation to new prospects.
* Significant focus on business development duties both internally (with Wealth and Investment Advisors, Private Bankers, Commercial Lenders, Senior Management, the Board of Directors, and others) and externally with prospects and centers of influence.
* Work closely with other professional advisors of clients to support overall planning needs.
* Handle new and existing client relationships as an Advisor.
* Work in close partnership with other areas of the Bank and the Wealth Management & Trust department to identify and promote cross-selling opportunities.
* Manage expenses of the market.

Job Requirements

The successful candidate will have the following qualifications and/or skills:

* BS/BA in Business/Finance or related field
* Advanced designations such as JD, CPA, CFP, or MBA desired
* Minimum of 5 years of investment, trust, or financial planning experience
* High level of investment, fiduciary and estate planning knowledge
* Excellent customer service skills
* Communicate effectively through writing and speaking as appropriate for the needs of the audience
* Capability to communicate and collaborate with all levels of clients, management, and employees
* Demonstrate active listening skills
* Use critical thinking skills to identify strengths and weaknesses of alternative solutions
* Possess judgment and decision making skills
* Efficiently manage own time as well as the time of others
* Ability to apply general rules, policies, and regulations to specific problems to produce answers that make sense
* Coordinate actions in relation to actions of others
* Ability to determine a problem and sense something is either wrong or likely to go wrong
* Ability to combine pieces of information and form relationships or conclusions about unrelated material
* Computer proficient
* Effectively uses Microsoft Excel, Word, and PowerPoint to create spreadsheets, various documents, and presentations
* Experience with Morningstar
* Professional appearance and demeanor
* Proven supervisory and employee development experience
* Experience in managing personnel resources
* Broad knowledge of the equity and fixed income markets
* Experience successfully managing similar department or platform

Benefits

* 401(k) with a company match of up to 6%
* ESOP employer match
* Medical insurance
* Dental insurance
* Vision insurance
* Cancer / Disease insurance
* Accident insurance
* Flexible Spending Accounts
* Health Savings Accounts
* Humana Go365 Wellness & Rewards Program
* Bank paid Life / AD& D insurance
* Voluntary Life / AD&D insurance
* Bank paid Short-Term and Long-Term Disability insurance
* Employee Stock Purchase Plan
* Employee Assistance Program

Physical requirements:

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

  • REGIONAL MANAGER OF WEALTH MANAGEMENT

    1 month ago

    Lexington, United States Stock Yards Bank & Trust Full time

    Build and manage the Wealth Management & Trust team; build and market the Stock Yards Wealth Management Brand in Central Kentucky. Introduce new business and client services ideas and improve best-practices. Develop and implement the team's business Regional Manager, Management, Wealth, Manager, Insurance, Financial Planning, Business Services, Banking

  • REGIONAL MANAGER OF WEALTH MANAGEMENT

    2 weeks ago

    Lexington, United States Stock Yards Bank and Trust Full time

    Job DescriptionJob DescriptionAs a Regional Manager of Wealth Management & Trust, your day will be filled with opportunities to build and develop all facets of the Wealth Management Business in the Central Kentucky market. Emphasis will be on obtaining new business such as investment management, trust, company retirement plans, financial planning and...

  • Wealth Management Specialist

    3 weeks ago

    Lexington, Kentucky, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Wealth Management Specialist

    4 weeks ago

    Lexington, Kentucky, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Wealth Management Specialist

    2 weeks ago

    Lexington, Kentucky, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Wealth Planning Associate

    4 weeks ago

    Lexington, United States Baird Full time

    Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...

  • Wealth Planning Associate

    3 weeks ago

    Lexington, United States Baird Full time

    Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...

  • Wealth Planning Associate

    5 days ago

    Lexington, Kentucky, United States Robert W. Baird & Company, Inc. Full time

    Provide support to promote and train on the Wealth Management Experience to Financial Advisors and their teams in a defined region, including participation in data gathering and/or analysis presentation and facilitation of meetings or conference call Wealth, Associate, Financial Advisor, Financial Planning, Planning, Brokerage, Retail

  • Wealth Management Advisor II

    4 weeks ago

    Lexington, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their...

  • Wealth Management Advisor II

    3 weeks ago

    Lexington, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their...

  • Financial Advisor| Wealth Management

    2 weeks ago

    Lexington, United States The Ladders Full time

    Job DetailsLevel Experienced Job Location Lexington, KY - Lexington, KY Are you passionate about using your financial planning skills to make a real impact? Do you find motivation in helping clients achieve their financial goals? If so, we invite you to join us as a Financial Advisor where you will work closely in a team environment serving existing client...

  • WEALTH MANAGEMENT BUSINESS DEVELOPMENT OFFICER

    2 weeks ago

    Lexington, United States Stock Yards Bank and Trust Full time

    Job DescriptionJob DescriptionAs a Wealth Management Business Development Officer aka a New Business Development Officer you will be responsible for developing referral opportunities from retail and commercial bank partners and centers of influence, combined with direct prospecting activity sourced from your personal and professional networks. The successful...

  • Wealth Management Client Associate

    2 months ago

    Lexington, United States Bank of America Full time

    Description : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...

  • Region Manager Risk Management Loss Prevention

    3 weeks ago

    Lexington, United States CommonSpirit Full time

    Overview CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our...

  • Region Manager Risk Management Loss Prevention

    3 weeks ago

    Lexington, United States CommonSpirit Health Full time

    **Overview** CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our...

  • Region Manager Risk Management Loss Prevention

    4 weeks ago

    Lexington, United States CommonSpirit Health Full time

    Overview: CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our...

  • Region Manager Risk Management Loss Prevention

    4 weeks ago

    Lexington, United States CommonSpirit Health Full time

    Overview CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the . from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four . residents. Our world needs compassion like never before. Our...

  • Region Manager Risk Management Loss Prevention

    1 week ago

    Lexington, United States CommonSpirit Health Full time

    **Overview** CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our...

  • Region Manager Risk Management Loss Prevention

    3 weeks ago

    Lexington, United States CommonSpirit Health Full time

    Overview CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the . from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four . residents. Our world needs compassion like never before. Our...

  • Region Manager Risk Management Loss Prevention

    2 weeks ago

    Lexington, United States CommonSpirit Health Full time

    Overview: CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our...