Wealth Management Market Executive

4 weeks ago


Chicago, Illinois, United States Old National Bank Full time
Job Overview

Old National Bank is seeking a highly skilled and experienced Wealth Advisor Regional Executive to lead a team of Wealth Advisors in providing financial and investment guidance to High Net Worth clients. The successful candidate will have a proven track record of leadership, executive presence, and communication skills, with a strong ability to form deep relationships with internal partners and clients.

Key Responsibilities
  • Lead a team of Wealth Advisors to achieve business development and client retention goals.
  • Develop and implement strategies to attract and retain top talent, including building a strong team with complementary strengths and encouraging diversity in the organization's talent base.
  • Establish plans and priorities, determining a course of action and establishing a timeframe to complete individual objectives and team goals.
  • Communicate effectively with team members, stakeholders, and clients, seeking to understand their needs and providing relevant information in a transparent and concise manner.
  • Make decisions and solve problems collaboratively, identifying what caused the issue and implementing appropriate solutions.
Requirements
  • Bachelor's degree in finance, business, or a related field.
  • 8+ years of wealth management experience with High Net Worth clients required.
  • 4+ years of leadership experience.
  • CFP, CFA, MBA, or professional designation(s) preferred.
  • Proven business development and/or client relationship management focus.
Measures of Success
  • Business development.
  • Client retention.
  • Talent acquisition.

Old National Bank is an equal opportunity employer committed to fostering an inclusive workplace and hiring a diverse workforce. 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 a disability, sexual orientation, gender identity, or any other characteristic protected by law.



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