Chief Wealth Management Officer

2 weeks ago


Pittsford, New York, United States Tompkins Community Bank Full time
{"title": "Senior Financial Advisor", "description": "Job Summary

As a Senior Financial Advisor at Tompkins Community Bank, you will be responsible for leading the management and business development of our wealth management services in an assigned market. Your primary goal will be to provide exceptional client experiences, complete wealth management services, and lead business development efforts within the market.

Key Responsibilities
  • Manage and maintain overall control of our wealth management services in the assigned market, ensuring clients receive investment management, trust, and estate services, as well as financial planning.
  • Lead business development efforts within the market, partnering with leaders at Tompkins Financial Corp, supporting and mentoring Wealth Advisors, and developing Centers of Influence.
  • Formulate goals, strategies, and business development plans for the market, directing the execution of plans and programs designed to achieve established objectives.
  • Establish and maintain management controls to ensure established policies and procedures are being followed within the market.
  • Conduct regular meetings and planning sessions with the team to review account status, business development efforts, and progress towards meeting business objectives.
  • Prepare and submit reports to senior management and the Board.
  • Maintain awareness of legal and legislative changes to ensure compliance.
Requirements
  • Bachelor's degree required.
  • Minimum of five (5) years related experience required.
  • Demonstrated leadership experience to direct and motivate team members.
  • Thorough knowledge of current wealth management regulations and practices.
  • Exceptional interpersonal relations and communicative skills with the ability to build and maintain strong, long-lasting relationships.
  • Demonstrated leadership skills and proven ability to drive business results effectively and efficiently.
  • Ability to effectively collaborate with a wide range of stakeholders, including clients, COIs, direct reports, senior management, and peers.
Benefits
  • Medical
  • Dental
  • Vision
  • 401(k) Match
  • Profit Sharing
  • Paid Time Off
  • 11 Holidays
  • Tuition Reimbursement
  • Free Parking throughout Tompkins Community Bank
  • Employee Referrals
EEO Statement

Tompkins Community Bank is committed to a policy of Equal Employment Opportunity (EEO) with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status, or status in any group protected by federal, state, or local law.

For more information, please click here.

#financialadvisors

Pay Range: USD $156,000.00 - $200,000.00 /Yr.

"}

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