Wealth Market Director
1 month ago
Zions Bancorporation is a leading financial services company operating in the Western United States. Our organization is recognized for its commitment to excellence and customer satisfaction.
About the RoleWe are seeking a dedicated Wealth Market Manager to join our team of banking professionals. As a Wealth Market Manager, you will be responsible for leading our wealth advisory services business, ensuring that a full range of investment services are provided to all clients.
Key Responsibilities- Serve as senior market leader with respect to the wealth advisory services business, ensuring that a full range of investment services are provided to all clients.
- Build partnerships with affiliate leadership to grow the business through qualified introductions to bank clients.
- Coach, mentor and work closely with wealth advisors.
- Make joint client/prospect calls with the advisors.
- Monitor the achievement of production goals, providing advice and guidance on team engagement for HNW and UHNW clients.
- Ensure compliance with policies, procedures, and regulations.
- Coordinate the development of new Advisory business and engage with the team on the largest or most complex accounts.
- Exercises personnel authority with respect to hiring, performance ratings, promotions, salary recommendations, and terminations in conjunction with leadership.
- Onboard all new hires appropriately.
- Requires a bachelor's degree and 8 or more years of Advisory Management or other directly related experience.
- Leadership experience required.
- A combination of education and experience may meet requirements.
- Strategic thought leader with ability to motivate teams and partners.
- Budgeting and project management experience.
- Requires advanced knowledge of wealth advisory and wealth management.
- Applies advanced principles, theories and concepts.
- Contributes to the development of new principles and concepts.
- Requires a considerable working knowledge of banking and financial services and the ability to apply that information to current role.
- Series 7, 63, 65 and General Lines Insurance Agent licenses required.
- CFP preferred
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