Director of Wealth Advisory Leadership

1 week ago

San Antonio, Texas, United States Broadway Bank Full time
Job Title: Director of Wealth Advisory

At Broadway Bank, we are seeking a highly skilled and experienced Director of Wealth Advisory to lead our Wealth Advisory teams in San Antonio and potentially new markets. As a key member of our leadership team, you will be responsible for the strategic leadership, development, and performance of our Wealth Advisory teams.

Key Responsibilities:
  • Lead, manage, and provide strategic direction for all Wealth Advisory teams in San Antonio to achieve individual and team business development goals.
  • Oversee the recruitment, training, mentoring, and performance management of Wealth Management staff, aligning team efforts with the bank's vision and policies.
  • Collaborate with other team leaders to manage team environment, engagement, and creatively solve interpersonal staffing issues and affect change where appropriate.
  • Serve as a Subject Matter Expert regarding trust administration matters, wealth and investment management accounts & business development, business entities, compliance matters and processes and procedures for the LOB and the bank.
  • Possess a broad knowledge of financial services and products with a customer-centric vision.
  • Promote the organization and enhance business development opportunities through participation in professional, community, and civic activities.
Requirements:
  • 8+ years of Wealth Management experience is required; 10+ years preferred.
  • At least 5 years of managerial/leadership experience in Wealth Management or a related field is preferred.
  • Bachelor's degree in finance, Business Administration, or a related field is required.
  • Advanced certifications such as CFP, CWS, CFA, Certified Trust and Financial Advisor (CTFA), Certified Financial Planner (CFP), or equivalent experience are preferred.
  • A Juris Doctor (JD) is preferred.
Skills and Qualifications:
  • Strong leadership skills, with demonstrated ability to manage teams across multiple locations and align team efforts with broader organizational goals.
  • Expertise in wealth management, trust administration, and fiduciary risk management, including knowledge of regulatory compliance and banking laws.
  • Excellent strategic planning abilities, with a focus on maximizing team efficiency and profitability while managing risk.
  • Superior communication and interpersonal skills, with the ability to effectively engage with senior leadership, clients, COIs, and regulators.
  • Solution-oriented sales skills, with the ability to coach and mentor direct reports in business development and client relationship management.
  • Proficiency in managing high-value client relationships, with a customer-centric approach to service delivery and business development.
  • Strong analytical skills and experience with reviewing and improving policies, procedures, and operational workflows within a wealth management environment.
  • Experience with managing complex accounts, including those involving litigation, and providing expert guidance on risk management strategies.
  • Ability to work collaboratively with internal teams, senior leadership, and external partners to achieve strategic business objectives.
  • Proficiency in Microsoft Office and wealth management accounting and customer relationship management (CRM) software.
Other Requirements:
  • Ability to travel as needed to oversee teams across the bank's footprint and meet with clients.
  • Strong commitment to continuous professional development and staying updated on wealth management trends and regulations.
  • Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
  • Occasional overtime or extended hours may be required.

Broadway Bank is proud to be an Equal Opportunity and Affirmative Action Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, genetic data or other legally protected status.

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