VP, Wealth Advisor- Trust

4 weeks ago

Jacksonville Beach, Florida, United States Bank OZK Full time
Job Purpose & Scope

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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