VP, Wealth Advisor- Trust
4 days ago
As a key member of the Bank OZK team, the VP, Wealth Advisor- Trust will be responsible for developing, managing, and maintaining revenue-generating investment and trust relationships. This role will also assist in the development of retirement planning and corporate trust account new business.
Essential Job Functions
- Develops leads and referrals for revenue-generating client investment and trust relationships.
- Partners with retirement planning and corporate trust specialists to develop and build new business.
- Establishes and maintains mutually beneficial business relationships with external referral sources and internal bank partners.
- Meets with and educates Bank partners to position the value of Trust and Wealth capabilities.
- Creates market-wide business development plan in conjunction with the Managing Director, Chief Development Officer, Investment Advisors, and other Trust officers in leadership roles.
- Assists Trust officers with the development of individual business development plans.
- Provides management with insight on market industry trends, best practices, and product needs.
- Establishes and maintains relationships with prospects and referral sources.
- Coordinates and attends events as a representative of the Bank.
- Ensures a high level of customer service is established and maintained.
- Assures delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market.
- Meets revenue, growth, and retention goals.
- Serves as liaison for the Bank Marketing group, as requested.
- Regularly exercises discretion and independent judgment in performance of essential job functions.
- Maintains good punctuality and attendance to work.
- Follows Bank policy, practice, and procedures.
Knowledge, Skills & Abilities
- Knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts.
- Knowledge of retail credit and traditional retail bank products for the affluent market.
- Knowledge of regulatory issues and legal issues involving the day-to-day management of a Bank's fiduciary function necessary to its successful operation.
- Knowledge of policies and procedures related to the Trust function.
- Ability to communicate effectively both verbally and in writing, including presentation skills.
- Ability to demonstrate effective sales, interpersonal, and relationship management skills.
- Ability to lead in a team-oriented environment.
- Ability to work effectively and demonstrate flexibility in a continually changing environment.
- Ability to work independently to prioritize and complete assigned tasks and be self-motivated.
- Ability to interpret legal documents.
- Ability to establish, manage, and maintain effective business relationships.
- Ability to adapt well to change and to implement change.
- Ability to travel for business purposes.
- Skill in using computer and Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
Basic Qualifications
- Bachelor's degree in business, pre-law, finance, or accounting, or commensurate work experience, required.
- 5+ years of work experience in high net worth sales, or related business development experience in a financial, legal, or nonprofit industry, required.
- Professional designation (i.e., CTFA, CFP), preferred.
Job Expectations
- Operate customary equipment and technology used in a business environment, with or without accommodation.
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