Director Wealth Management

3 days ago

Rochester, United States StraussGroup - Executive Search Consultants Full time

The Company

Our client, a well-established and highly respected regional bank, is looking to add a Managing Director of Wealth Management to their team in Rochester, NY. This position is a great career opportunity for an experienced financial sales professional to manage a sales team focused on the high-net worth client segment. The role offers a highly competitive compensation and benefits package.


The Opportunity

The Managing Director of Wealth Management will be responsible for the overall management and business development strategy of the regional wealth management team. The primary goal of the role is to ensure an exceptional client experience by providing a complete array of wealth management services including financial planning, investments and trust services. This individual will lead wealth management business development efforts within the market. The successful candidate will oversee the management of assigned wealth management accounts in accordance with legal requirements, department policies and procedures. The Managing Director will participate as a member of senior management team and will be involved in overall policy and planning decisions.


Responsibilities

Primary responsibilities of the role include:


  • Grow client base through the sale of investment management, trust services and financial planning.
  • Collaborate with internal business partners to provide access to all financial services and products provided by the bank.
  • Lead business development efforts within the market by supporting/mentoring Wealth Advisors and developing Centers of Influence such as accountants and attorneys.
  • Formulate goals, strategies and revenue plan for the market.
  • Establish appropriate management controls to ensure adherence to established policies and procedures.
  • Conduct regular meetings and planning sessions with team members in the market to review the status of accounts, business development efforts and progress towards meeting business objectives.
  • Prepare and submit reports to senior management and to the Board of Directors.
  • Maintain an active awareness of legal and legislative changes to ensure compliance.
  • Enhance profits and profitability of the market as follows by managing income, revenue, expenses and profitability.


Requirements

The successful candidate will be an accomplished professional with at least five years of wealth management sales management experience within a well-respected financial services organization. Required qualifications include:


  • Bachelor’s degree.
  • Minimum of five (5) years’ related wealth management sales leadership experience.
  • Ability to manage and motivate team members.
  • A 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.
  • Team-work, influence and problem-solving skills, plus creativity are key qualities, as is the ability to work in a fast-paced environment.


At this time, the good faith estimate of the annual base salary range for this position is $156,000 to $200,000 plus eligibility for variable bonus compensation. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as years of experience and skill level.


If you are interested in learning more about this role, please apply with your resume to annette@straussgroup.com

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