Wealth Management Services Executive
4 weeks ago
We are seeking an experienced and skilled Wealth Management Services Director to lead our team and drive revenue growth. As a seasoned professional in the wealth management industry, you will oversee the Private Banking, Retirement Plan Services, Waukesha Investments, Portfolio Management, and Financial Planning departments.
Key Responsibilities:- Drive revenue growth and manage client relationships
- Ensure compliance with regulatory standards
- Oversee the development and implementation of wealth management strategies
- Lead a team of professionals in the wealth management industry
- Minimum of 10 years' experience in the wealth management industry
- Strong knowledge of wealth management and investment management regulations
- Proven track record of success in a senior leadership role
- Excellent communication and relationship management skills
- Executive presence and presentation skills
- Financial designations such as CFP, CFA, or CPA
- Financial Planning experience
- Undergraduate degree required (BS/BA), MBA or other advanced degree a plus
This is an onsite position in Waukesha, WI. Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen.
We are an equal opportunity employer and welcome applications from all qualified candidates. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, and veteran or disability status.
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Wealth Management Services Executive
4 days ago
Waukesha, Wisconsin, United States Waukesha State Bank Company Full timeJob Title: Wealth Management Services DirectorWe are seeking an experienced Wealth Management Services Director to lead our team and drive revenue growth. The ideal candidate will have a proven track record in wealth management and a strong understanding of the needs of our clients.Key Responsibilities:Oversee the Private Banking, Retirement Plan Services,...
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Wealth Management Services Director
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Waukesha, Wisconsin, United States Waukesha State Bank Company Full timeJob Title: Wealth Management Services DirectorWe are seeking an experienced Wealth Management Services Director to lead our team and drive revenue growth. As a seasoned professional, you will oversee Private Banking, Retirement Plan Services, Waukesha Investments, Portfolio Management, and Financial Planning.Key Responsibilities:Drive revenue growth through...
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Wealth Management Services Director
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Waukesha, Wisconsin, United States Waukesha State Bank Company Full timeJob Title: Wealth Management Services DirectorWe are seeking an experienced Wealth Management Services Director to lead our team and drive revenue growth. The ideal candidate will have a strong track record of success in a senior leadership role within the financial services industry.Key Responsibilities:Oversee Private Banking, Retirement Plan Services,...
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