Wealth Management Client Account Manager

2 weeks ago

Salt Lake City, United States BankTalent HQ Full time

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

Zions Bancorporation is currently hiring an experienced Wealth Management Client Account Manager within the Enterprise Wealth Management division. The position can be located in either Houston, TX, Salt Lake City, UT or Phoenix, AZ.

The Wealth Management Client Account Managerwill oversee and ensure the delivery of top-quality service to Wealth Advisors and their high-net-worth clients while leading a team of Client Account Service Associates and Registered Associates. The role requires knowledge of the wealth or brokerage business, experience managing teams, and strong client relationship skills. Additionally, the role will lead operational initiatives in support of key strategic objectives.

Essential Functions:

  • Lead, mentor, and inspire a team of service professionals, sharing your knowledge and experience to elevate individual and team performance
  • Oversee the accurate and efficient execution of client service requests including new client onboarding, account opening, account maintenance, money movements, reporting, and other items
  • Resolve escalated client inquiries and service needs by partnering with third-party vendors, various internal departments, and other team members
  • Proactively identify and implement process improvements to enhance team efficiency and improve the Wealth Advisor and client experience
  • Collaborate with Wealth Advisors, Bankers, and other Relationship Managers to understand client needs and develop comprehensive wealth management solutions
  • Conduct performance evaluations and provide regular feedback to service team members to foster continuous improvement and professional development
  • Ensure the service team receives ongoing training across the multi-state and multi-platform environment
  • Define and implement metrics, systems, process, and procedure to ensure individuals and the team can deliver on all service and support expectations
  • Ensure the team's operations adhere to industry regulations and the company's internal policies and assist with regulatory inquiries or audits as required
  • Ensure all activities are conducted within the established risk framework of the company

Qualifications:

  • Bachelor's degree in finance, business, or a related field
  • Advanced degrees or certifications (e.g., MBA, CFP) are a plus
  • 4-6+ years of experience leading service or operational teams at a wealth management or brokerage firm
  • Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance
  • Strong understanding of financial products, investment strategies, and the regulatory environment
  • Ability to think critically, pay attention to details, and use analytical skills
  • Exceptional interpersonal and communication skills with the ability to influence others
  • Strong leadership and team management capabilities
  • Ability to work under pressure and manage multiple priorities
  • High level of integrity and professionalism
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