SVP of Wealth Management

  • Participate in strategic plan development and execution, and member of bank’s Senior Management Team.
  • Responsible for communication and creating an environment within the team which supports the execution of the bank’s cultural shift, direction and strategic objectives.
  • Manage a group of officers and administrative assistants which includes leading hiring, employee performance evaluation, sales/service training, work allocation, problem resolution and disciplinary actions.
  • Conduct regular check-ins with team members and ensure activity plans are relevant and taking place while holding team members accountable to expectations.
  • Serve as a coach to WMG administrative officers in their efforts to become a trusted advisor to clients and future generations, including proactive and holistic calling plans/activities, entertainment events, assessing clients’ needs and objectives.
  • Attend joint calls with WMG administrative officers to assist in obtaining new WMG business development clients or to strengthen an existing relationship.
  • Serve as relationship officer for a select group of high value clients; establish proactive client calling plans, including routine administrative, operational and investment review meetings, as well as social events.
  • Responsible for maintaining subject matter expertise by attending relevant conferences, seminars and through self-study.
  • Participate in industry groups, such as Michigan Banker’s Association Trust Committees and/or Councils.
  • Serve on various departmental committees Administrative/Adjunct and Discretionary Distribution Committees, oversee regulatory, Bank and departmental policies and procedures.
  • Responsible for review of wills and trusts prior to acceptance. Also, represent the Wealth Management Group by serving on various bank wide committees.
  • Responsible for meeting departmental established goals (i.e. new business development, proactive client calls, referral goals, community involvement, etc.) designed to enhance the Bank to meet its goals and objectives.

POSITION QUALIFICATIONS

Education: Bachelor’s Degree in a business or related discipline. MBA or related graduate degree, JD, CFP, CPA, CTFA or other industry related credentials preferred.

Experience: 7-10 years of experience in trust or a related field. Previous management experience preferred.

Computer Skills: Include essential computer skills.

Practical knowledge of PC and mobile technology, including but not limited to Microsoft Office and a basic understanding of trust accounting systems.

To apply for this job email your details to ctudor@asgteam.com