Director of Private Wealth Markets

About the role

This position directs Private Wealth sales and operations, and leads associates within the assigned market.

Responsibilities

• Provides direction, oversight, and leadership for the departments within the Trust Division for assigned market.
• Develops and implements a business development plan and budget for the managed area.
• Maintains a high level of contact with major client relationships within the managed area.
• Manages assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships.
• Supervises the trust associates in the managed area, ensuring that they have the necessary training to perform and complete their duties within the appropriate guidelines.
• Participates in civic, community, banking, trust, and legal organizations.
• Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
• Performs other duties and responsibilities as assigned.

Requirements

• BS/BA Degree (4 year) from an accredited university/college.
• Six to eight years of experience as a trust manager/officer.
• People management experience strongly preferred.
• CPA, CFP, Law Degree or ABA designation, in the area managed, is preferred.

Skills

• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals or government regulations.
• Ability to read, analyze and interpret financial reports and/or legal documents.
• Ability to write simple-to-business correspondence, procedures, and routine reports.
• Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community.
• Ability to speak effectively, present information, and respond to questions in one-on-one and small or public group situations, to customers, clients, employees, and managers.
• Good interpersonal skills—the ability to manage people.
• Good communication skills.
• Good sales skills.
• Proficiency in MS Word and Outlook.

Other Qualifications

Must have good interpersonal, communication, and sales skills.