Wealth Management Services Executive

4 weeks ago


Waukesha, Wisconsin, United States Waukesha State Bank Company Full time
Job Title: Wealth Management Services Director

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
Requirements:
  • 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
Preferred Qualifications:
  • Financial designations such as CFP, CFA, or CPA
  • Financial Planning experience
  • Undergraduate degree required (BS/BA), MBA or other advanced degree a plus
Work Environment:

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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