Wealth Market Director

1 month ago


Phoenix, Arizona, United States BankTalent HQ Full time
Wealth Market Manager

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 Role

We 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.
Requirements
  • 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


  • Phoenix, Arizona, United States Truwest Credit Union Full time

    Job Title: Wealth Management DirectorJoin Truwest Credit Union as a Wealth Management Director and take on a challenging role that requires strong leadership and relationship-building skills. As a key member of our team, you will be responsible for cultivating and maintaining relationships between Wealth Management, internal business units, and external RIA...


  • Phoenix, Arizona, United States Truwest Credit Union Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at Truwest Credit Union. This is a key leadership role that requires a strong understanding of wealth management products and systems, as well as excellent interpersonal and problem-solving skills.Key ResponsibilitiesLead and manage a team of Wealth...


  • Phoenix, Arizona, United States Touchstone Wealth Full time

    Unlock Your Potential as a Financial Advisor at Touchstone WealthAt Touchstone Wealth, we believe that financial peace of mind is the foundation of strong families and communities. If you're a seasoned financial professional looking to take your career to the next level, we invite you to explore our opportunity.As a Financial Advisor at Touchstone Wealth,...

  • Wealth Strategist

    2 weeks ago


    Phoenix, Arizona, United States City National Bank Full time

    Job Title: Wealth StrategistCity National Bank is seeking a highly skilled Wealth Strategist to join our team. As a Wealth Strategist, you will be responsible for further expanding our relationships with high and ultra-high net worth clients, attracting new prospective clients, and supporting the development of client-facing materials in the areas of estates...


  • Phoenix, Arizona, United States Charles Schwab Full time

    Your OpportunitySchwab Wealth Advisory is a premier, fee-based investment advisory solution that provides clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. As a Senior Regional Manager, you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a...

  • Marketing Director

    2 weeks ago


    Phoenix, Arizona, United States FreePower Full time

    Marketing DirectorWe are seeking a highly skilled Marketing Director to lead our company-wide marketing efforts. This role involves managing social media campaigns, email marketing, conversion funnels, digital ads, and planning for in-person events like trade shows and conferences. The ideal candidate will have extensive knowledge and experience managing...

  • Marketing Director

    1 month ago


    Phoenix, Arizona, United States Creative Circle Full time

    Account Director Opportunity at Creative CircleWe are seeking a seasoned Account Director to join our team at Creative Circle, a leading B2B agency in Gilbert, AZ. As an Account Director, you will be responsible for managing and supporting core agency account services processes, understanding client-specific needs to create effective marketing plans and...

  • Marketing Director

    2 weeks ago


    Phoenix, Arizona, United States Sigma Full time

    Job Title: Director MarketingAt Sigma, we are seeking a highly skilled and experienced Director Marketing to lead our brand strategy and product development efforts. As a key member of our leadership team, you will be responsible for developing and executing a comprehensive marketing vision that drives business growth and increases market share.Key...

  • Marketing Director

    2 weeks ago


    Phoenix, Arizona, United States FreePower Full time

    Marketing Director Job DescriptionWe are seeking a seasoned Marketing Director to lead our company-wide marketing efforts at FreePower. As a key member of our team, you will be responsible for developing and executing multi-channel marketing strategies to drive business growth and brand awareness.Key Responsibilities:Develop and execute comprehensive...

  • Marketing Director

    2 weeks ago


    Phoenix, Arizona, United States FreePower Full time

    About UsFreePower is a pioneering technology company that has revolutionized the industry with its innovative wireless charging technology. Our design-forward approach has earned us the coveted Best in Show award at KBIS, solidifying our position as a leader in the field.Position OverviewWe are seeking a highly experienced and detail-oriented Marketing...

  • Marketing Director

    2 weeks ago


    Phoenix, Arizona, United States HHM Hotels - Greater Phoenix Region Full time

    Job SummaryWe are seeking a highly skilled Marketing Director to join our team at HHM Hotels - Greater Phoenix Region. As a key member of our marketing team, you will be responsible for developing and executing marketing strategies to drive brand awareness and customer engagement.Key ResponsibilitiesDevelop and implement marketing plans to support brand...

  • Marketing Director

    2 weeks ago


    Phoenix, Arizona, United States Emblem Healthcare Home Health & Hospice Full time

    Job SummaryAs a key member of the Emblem Healthcare Home Health & Hospice team, the Marketing Director will be responsible for developing and implementing comprehensive marketing strategies to drive business growth and improve patient outcomes. This role will require a strong understanding of healthcare marketing principles, as well as excellent...

  • Marketing Director

    2 weeks ago


    Phoenix, Arizona, United States Story Cannabis Co. Full time

    Job SummaryWe are seeking a highly experienced and innovative Marketing Director to lead our marketing efforts and drive business growth. As a key member of our leadership team, you will be responsible for developing and executing marketing strategies that align with our company's vision and goals.Key ResponsibilitiesDevelop and execute comprehensive...

  • Marketing Director

    2 weeks ago


    Phoenix, Arizona, United States FreePower Full time

    About the RoleWe are seeking a highly skilled and experienced Marketing Director to lead our company-wide marketing efforts. As a key member of our team, you will be responsible for developing and executing multi-channel social media strategies, email marketing campaigns, and data-driven marketing efforts to drive conversions and ROI.The ideal candidate will...

  • Marketing Director

    2 weeks ago


    Phoenix, Arizona, United States HHM Hotels - Greater Phoenix Region Full time

    Job SummaryWe are seeking a highly skilled Marketing Director to join our team at HHM Hotels - Greater Phoenix Region. As a key member of our marketing team, you will be responsible for developing and executing marketing strategies that drive brand awareness, customer engagement, and revenue growth.Key ResponsibilitiesDevelop and implement marketing...


  • Phoenix, Arizona, United States Emblem Healthcare Home Health & Hospice Full time

    Marketing Leadership RoleEmblem Healthcare Home Health & Hospice seeks a skilled Strategic Marketing Director to lead daily marketing operations. This role involves overseeing the establishment and implementation of marketing initiatives to ensure maximum third-party reimbursement.Key Responsibilities:Direct oversight of marketing initiatives to achieve...

  • Marketing Director

    2 weeks ago


    Phoenix, Arizona, United States Emblem Healthcare Home Health & Hospice Full time

    Job SummaryEmblem Healthcare Home Health & Hospice is seeking a highly skilled Marketing Director to lead our marketing efforts and drive business growth. As a key member of our leadership team, you will be responsible for developing and implementing marketing strategies that align with our business objectives.Key ResponsibilitiesDevelop and execute...

  • Marketing Director

    2 weeks ago


    Phoenix, Arizona, United States FreePower Full time

    About FreePowerWe're a fast-moving tech company that's disrupting the industry with our innovative wireless charging technology. Our design-forward approach has earned us recognition, including the coveted Best in Show award at KBIS.Job OverviewWe're seeking a detail-oriented and experienced Marketing Director to lead our company-wide marketing efforts. This...

  • Marketing Director

    2 weeks ago


    Phoenix, Arizona, United States Emblem Healthcare Home Health & Hospice Full time

    Job SummaryEmblem Healthcare Home Health & Hospice is seeking a highly skilled Marketing Director to lead our marketing efforts and drive business growth. As a key member of our leadership team, you will be responsible for developing and implementing strategic marketing plans to increase brand awareness, drive patient engagement, and improve market share.Key...

  • Marketing Director

    3 weeks ago


    Phoenix, Arizona, United States FreePower Full time

    About FreePowerWe're a fast-moving tech company disrupting our industry with innovative wireless charging technology. Our design-forward approach has earned us recognition, including the coveted Best in Show award at KBIS.Job OverviewWe're seeking a detail-oriented and experienced Director of Marketing to lead our company-wide marketing efforts. This role...