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.


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.

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