Regional Director of Wealth Management

1 week ago

Lexington, Kentucky, United States Stock Yards Bank and Trust Full time
Job Summary

Stock Yards Bank and Trust is seeking a highly skilled Regional Director of Wealth Management to lead our Wealth Management and Trust team in Central Kentucky. As a key member of our organization, you will be responsible for building and managing the team, developing and implementing business plans, and driving sales growth through new business development and client relationships.

Key Responsibilities
  • Build and manage the Wealth Management and Trust team, fostering a culture of excellence and collaboration.
  • Develop and implement business plans to drive sales growth, improve best-practices, and expand our Wealth Management and Trust services.
  • Lead the development of new business and client services ideas, and collaborate with cross-functional teams to implement them.
  • Manage day-to-day sales process through closure, ensuring timely and effective execution.
  • Develop and prioritize COIs, creating strong relationships with key stakeholders.
  • Design and implement a focused marketing plan to promote our Wealth Management and Trust services.
  • Prepare and present business presentations to new prospects, showcasing our expertise and value proposition.
  • Collaborate with other professional advisors to support overall planning needs, ensuring seamless client experiences.
  • Manage new and existing client relationships as an Advisor, providing exceptional service and support.
  • Work closely with other areas of the Bank and the Wealth Management and Trust department to identify and promote cross-selling opportunities.
  • Manage expenses of the market, ensuring efficient and effective resource allocation.
Requirements
  • BS/BA in Business/Finance or related field.
  • Advanced designations such as JD, CPA, CFP, or MBA desired.
  • Minimum of 5 years of investment, trust, or financial planning experience.
  • High level of investment, fiduciary, and estate planning knowledge.
  • Excellent customer service skills, with the ability to communicate effectively through writing and speaking.
  • Capability to communicate and collaborate with all levels of clients, management, and employees.
  • Demonstrate active listening skills, with the ability to apply general rules, policies, and regulations to specific problems.
  • Possess judgment and decision-making skills, with the ability to efficiently manage own time and the time of others.
  • Computer proficient, with experience using Microsoft Excel, Word, and PowerPoint.
  • Experience with Morningstar, and a professional appearance and demeanor.
  • Proven supervisory and employee development experience, with a broad knowledge of the equity and fixed income markets.
  • Experience successfully managing similar departments or platforms.
Benefits
  • 401(k) with a company match of up to 6%.
  • ESOP employer match.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Cancer/Disease insurance.
  • Accident insurance.
  • Flexible Spending Accounts.
  • Health Savings Accounts.
  • Bank-paid Life/AD&D insurance.
  • Voluntary Life/AD&D insurance.
  • Bank-paid Short-Term and Long-Term Disability insurance.
  • Employee Stock Purchase Plan.
  • Employee Assistance Program.

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

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