-
Executive Managing Director, Wealth Advisory
2 weeks ago
BankTalent HQ Creve Coeur, United StatesWHAT YOU'LL DO · The Executive Managing Director, Wealth Advisory will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new business opportunities with both existing and prosp ...
-
Executive Managing Director, Wealth Advisory
2 weeks ago
First Busey Creve Coeur, United StatesIf you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following page:WHAT YOU'LL DO · The Executive Managing Director, Wealth A ...
-
Executive Managing Director, Wealth Advisory
3 hours ago
BankTalent HQ Creve Coeur, United StatesWHAT YOU'LL DO · The Executive Managing Director, Wealth Advisory will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new business opportunities with both existing and prosp ...
-
Senior Wealth Advisor, Schwab Wealth Advisory
2 weeks ago
Charles Schwab Corporation Saint Louis, United StatesYour Opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · Schwab's Investor Advice Solutions consists of Schwab Wea ...
-
Senior Wealth Advisor, Schwab Wealth Advisory
2 weeks ago
The Charles Schwab Corporation St Louis, United StatesAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's Investor Advice Solutions consists of S Wealth Advisor, Advisor, Weal ...
-
Senior Wealth Advisor, Schwab Wealth Advisory
2 weeks ago
CFA Institute St Louis, United StatesPosition Type: · Regular Your opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · Schwab's Investor Advice Solu ...
-
Marketing Project Leader
4 weeks ago
inSync Staffing Maryland Heights, United StatesRequired Qualifications: 5+ years project management experience in corporate marketing or creative agency environment · B.A. or B.S. in Advertising, Marketing, Communications, Business, or related field or equivalent work experience required. · Proficient in waterfall and agil ...
-
Counsel for Regulatory and Wealth Management
4 weeks ago
Old National Bank St. Louis Park, United States Regular Full timeOverview · Old National Bancorp ("Old National") is the holding company of Old National Bank, which is the sixth largest commercial bank headquartered in the Midwest. With approximately $49 billion of assets and $28 billion of assets under management, Old National ranks among th ...
-
Senior Manager Investment Accounting
4 weeks ago
CFA Institute Ballwin, United StatesGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisf ...
-
Wealth Advisor
2 weeks ago
Kerber, Eck & Braeckel Llp St. Louis, United StatesJob Description · Job Description · The · Wealth Advisor · position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client's definition of financial well-being and work as a team to i ...
-
Wealth Advisor
3 weeks ago
KEB Wealth Advisors St. Louis, United StatesThe Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client's definition of financial well-being and work as a team to implement plans that achieve peace of mind. T ...
-
Manager, Workday Data Conversion Lead
2 weeks ago
KPMG-UnitedStates St. Louis, United StatesBusiness Title:Manager, Workday Data Conversion LeadRequisition Number: Function:Advisory · Area of Interest:State:WI · City:Milwaukee · Description: · The KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forwar ...
-
Manager, Federal Finance Transformation
2 weeks ago
KPMG St. Louis, United StatesThe KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, te ...
-
Operations Associate
2 days ago
Stifel St. Louis, United States Full timeSummary · The Operations Associate is responsible for aiding in driving departmental results for the Reconciliation team. This position requires the ability to gain a sound understanding of department subject matter including the ability to verify or update account activity. This ...
-
Workday Extend Developer
1 week ago
CliftonLarsonAllen St. Louis, United States Full timeCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8 ...
-
Director of Financial Planning
1 week ago
Larson Financial Group, LLC Saint Louis, United StatesPosition Overview: · The Director of Financial Planning is a pivotal role at Larson Financial Group, responsible for enhancing our client offerings by integrating sophisticated financial planning services and alternative investment strategies for high-net-worth investors. The rol ...
-
Director of Financial Planning
1 week ago
Larson Financial Group, LLC St. Louis, United StatesPosition Overview: · The Director of Financial Planning is a pivotal role at Larson Financial Group, responsible for enhancing our client offerings by integrating sophisticated financial planning services and alternative investment strategies for high-net-worth investors. The rol ...
-
Director of Financial Planning
6 days ago
Larson Financial Group, LLC St. Louis, United StatesPosition Overview: · The Director of Financial Planning is a pivotal role at Larson Financial Group, responsible for enhancing our client offerings by integrating sophisticated financial planning services and alternative investment strategies for high-net-worth investors. The rol ...
-
Employment Tax Senior
6 days ago
CliftonLarsonAllen St. Louis, United States Full timeCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8 ...
-
Tax Manager
3 hours ago
Buckingham Strategic Wealth St Louis, United StatesJob Description · Job Description · The · Tax Manager · position is an exciting opportunity to drive and shape a new, growing tax preparation and filing service offering at Buckingham. This team member will work with Buckingham Integrated Tax Solutions team to assist in the i ...
Executive Managing Director, Wealth Advisory - Creve Coeur, United States - First Busey
Description
If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following page:WHAT YOU'LL DO
The Executive Managing Director, Wealth Advisory will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new business opportunities with both existing and prospective clients through a robust growth program; ensuring client satisfaction and retention through the delivery of top-tier service and full-service wealth management solutions; develop, train, and mentor team members to promote career growth and professional development, while fostering relationship-based skills necessary to deepen and expand client relationships.
Additional Duties:
In partnership with Commercial and Wealth Management senior leadership, create and implement a sustainable new business development program focused on significant, organic growth, through a coordinated effort and team-based approach through:
Providing support and guidance to the team, including review/development of proposals and presentations, for new business opportunities with prospective clients
Effective management and overseeing team delivery of wealth management services and solutions (in accordance with Busey's Pillars, the Client Engagement Model, and the Wealth Management Service Blueprint) to ensure
service excellence
to client relationships with the goal of long-term retention
Motivating, developing, and coaching team members to grow their technical knowledge-base and relationship management skillsets in order to maximize value and service delivery to clients
Support career growth and overall professional development through enhanced training, individualized career-pathing, and performance management
Develop and lead both market-specific and company-wide business development initiatives through:
Driving and championing other revenue-enhancing activities at the team level as directed by senior leadership
Coordinating with internal partners within Wealth Management to identify new opportunities while also seeking to expand wallet share with the existing client base
Fostering the development of tailored, goal-based investment programs and comprehensive financial plans for clients, including partnering with the in-house investment team and financial planning team
The Executive Managing Director will also:
Serve as a coach and mentor to other Wealth Advisory Directors
Represent Wealth Advisory on cross-functional teams and assisting with strategy development, soliciting feedback and championing implementation of changes
Evaluate of client base for proper alignment and adjust to the most fitting partner if no longer meeting target client criteria
Conduct a risk analysis for an assigned book of business on a regular basis to increase client retention and identify missed or new opportunities
Manage unique needs identified in a high-growth projected market as determined by senior leadership
Lead pipeline management routines with teams and coach on pipeline execution
Ensure delivery of the investment and fiduciary platform credit and banking solutions and enterprise capabilities to clients
Partner with other market leaders to ensure all team members receive the most appropriate and timely development solutions
Drives an enterprise mindset and referral activity across disciplines
WHAT YOU'LL BRING
Knowledge of:
Strong sales and client service skills
Strong oral and written communication skills
Proven sales success including - prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referrals
Wealth Management, planning concepts, subject areas. Including Investments, Comprehensive Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, and Tax Planning
Strong relationship management and team building skills
Ability to:
Plan and implement client recognition and prospecting events at the team level
Participate in community activities and organizations to support and enhance local partnerships while building greater awareness of the Busey Wealth Management brand
Comply with, and stay informed of, all Bank and Wealth Management policies and procedures as well as applicable state and federal regulations
Collaborate with other lines of business across the Bank (Commercial Lending, Retail, Mortgage, and Cash Management) to enhance existing, joint client relationships, while also identifying opportunities for further growth and service expansion
Make strategic and independent decisions for the benefit of the team
Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
WHY IT MATTERS
The Executive Managing Director is an integral part of the success of Busey's regional client model as the organization draws closer to the intersection of commercial lending and the well capitalized client.
This leader will work in close partnership with their regional leadership from all lines of business to foster continued support for company-wide growth initiatives centered on new client acquisition and the continued maintenance of existing client relationships.
EDUCATION, TRAINING & STANDARDS OF PERFORMANCE3+ years of private wealth advisory team leadership experience
7-10 years Wealth Management/Financial Advisory experience; prior team leadership experience preferred
Demonstrated progression of an expanded client base and consistently exceeding revenue targets
Ability to navigate complex partnerships, Family Office relationships and Institutional partnerships
Professional designations, including CFP, CFA, CPA, CTFA, and/or MBA are preferred; military experience a plus
Requires experience or demonstrated understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax and identification/implementation of additional wealth planning opportunities.
On-going development and broadening of appropriate knowledge and skills.Busey believes that diversity and inclusion among our teammates is critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.
Equal Opportunity Employment is a priority for Busey and all qualified applicants will receive consideration regardless of race, color, religion, national origin, genetic information, sex (including pregnancy), age, sexual orientation, gender (including gender identity and expression), marital status, military status, veterans status, citizenship status, disability, order of protection or any other characteristic protected by applicable law or other non-merit based factors.
#J-18808-Ljbffr