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Wealth Advisor Regional Executive

4 weeks ago

Chicago, Illinois, United States Old National Bank Full time

Wealth Advisor Regional Executive

Job Locations

US-IL-Chicago

Category/Function

Trust/Wealth Management

Position Type

Regular Full-Time

Requisition ID

2024-14838

Workplace Type

On Site

Salary Min

USD $127,900.00/Yr.

Salary Max

USD $258,600.00/Yr.

Overview

Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.



Responsibilities

Old National is currently seeking to fill the position of Wealth Advisor Regional Executive. The Wealth Management Market Executive is responsible for leading a team of Wealth Advisors that successfully partner with internal resources and others to provide financial and investment guidance and expertise to existing and prospective High Net Worth clients. The successful candidate will have proven leadership abilities, executive presence, and communication skills. The individual will be relationship oriented and have evidenced success in forming deep relationships with internal partners and clients as well as developing new client business. These client relationship skills will be crucial in developing insight and understanding of the needs, planning, and dynamics of the clients.

Salary Range

The salary range for this position is $127,900 - $258,600 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

Key Accountabilities

Actively seeks to attract the best talent and to develop advisor's effectiveness in their current and future roles:

  • Builds a strong team whose members have complementary strengths.
  • Encourages and values diversity in the organization's talent base.
  • Attracts and selects the best high caliber talent by recognizing organizational as well as individual needs.
  • Creates an environment that provides direction and promotes continuous learning and development.
  • Develops successors and talent pools for key positions.
  • Encourages and values diversity in the organization's talent base.

Establishes plans and priorities with the ability to determine a course of action and establish a timeframe to complete individual objectives and team goals:

  • Translates business strategies into clear objectives and tactics.
  • Identifies specific action steps and accountabilities.
  • Establishes realistic estimates of budget, staff, and other resources.
  • Anticipates problems and develops contingency plans.
  • Regularly review progress and seek ways to accomplish work more efficiently.

Committed to achieving established goals, overcoming obstacles, and continuously learning to improve performance.

  • Orchestrates the pace and process of change to maintain operating effectiveness.
  • Integrates efforts across functions and organizations.
  • Assigns clear accountability backed by appropriate authority.
  • Takes decisive action in a crisis.

Key Competencies for Position

  • Develops Talent - Develops team members' effectiveness in their current and future roles through development activities. Identifies issues, continuously provides coaching, mentoring, feedback, and support to aid in building trust, development and promotability. Identifies the right people for the right role while leveraging diversity.
  • Promotes Change - Drives change within team. Communicates what needs to change, why and impact of change. Demonstrates agility while engaging team members to gain insight and ensure acceptance while deploying others to implement new solutions. Proactively recognizes a need and takes accountability for implementing an improvement and/or change. Drives changes by encouraging the team to think creatively and act differently to enhance client, community, and shareholder value.
  • Strategy in Action - Connects work to the broader goals (i.e., team, line of business) and communicates team member's role in contributing to Old National's strategy and goals. Identifies immediate, near-term opportunities required for business impact while exploring multiple viewpoints to generate and implement innovative ideas improving performance.
  • Compelling Communication - Seeks to understand the strategy first and then offer context to your team providing relevant information in a transparent and concise way. Listens carefully to concerns and acknowledges the situation and the feelings expressed to build trust and overcome resistance.
  • Makes Decisions & Solves Problems - Collaborates and seeks to identify what caused the issue, comparing data from various sources within Old National to draw conclusions. Implements appropriate solutions and evaluates results within team.
  • Delights Clients - Supports an environment for passionately serving internal/external clients with excellence. Understands data, metrics and/or financial information and how they tie to business outcomes related to client, team, and business area.
  • Leads Inclusively - Leverages the power of inclusion to source, develop and retain diverse talent. Engages all team members to leverage insights from diverse backgrounds, cultures, perspectives, styles, etc.
  • Personifies ONB Culture - Holds self and team member accountable to model our values. Focuses team's efforts towards common good and connects them to the broader organization by investing time, heart, and expertise to help clients and communities thrive.

Qualifications and Education Requirements:

  • Bachelor's degree in finance, Business, or related field
  • 8+ years of wealth management experience with HNW clients required.
  • 4+ years of leadership experience
  • CFP, CFA, MBA, or Professional designation(s) preferred.
  • Proven business development and/or client relationship management focus

Key Measures of Success/Key Deliverables:

  • Business Development
  • Client Retention
  • Talent Acquisition

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank. Join our team


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