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Busey · 2 hours ago

Managing Director, Wealth

Phoenix, AZ

Full-time

Onsite

Mid, Senior Level

$130K/yr - $200K/yr

7+ years exp

Busey is a financial services company, and they are seeking a Managing Director for their Wealth Management division. The director will lead a team of wealth management and private banking professionals, focusing on generating new business opportunities and ensuring client satisfaction through top-tier service delivery.

BankingFinanceFinancial ServicesWealth Management

Responsibilities

Drive new business development efforts within a designated market, leading the local Wealth Advisory and Private Banking teams to achieve revenue targets and coordinate and deliver first-class wealth management and cross-sell services

Create and implement a sustainable new business development program focused on significant, organic growth using a team-based approach

Review team proposals and presentations for new business opportunities with prospective clients

Effectively manage and oversee team delivery of wealth management services and private banking solutions to ensure service excellence to client relationships with the goal of long-term retention

Develop and coach team members to expand knowledge base and relationship management skillsets to maximize value and service delivery to clients

Coordinate with internal partners to identify new opportunities while also seeking to expand wallet share with the existing client base; collaborate with other lines of business to identify opportunities for further growth and service expansion

Stimulate 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

Plan and implement client recognition and prospecting events

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

Conduct a risk analysis for an assigned book of business on a regular basis to increase client retention and identify missed or new opportunities

Qualification

Wealth ManagementPrivate BankingSales SuccessClient Service SkillsRelationship ManagementTeam LeadershipRisk AnalysisFinancial PlanningInvestment KnowledgeTeam BuildingCommunity EngagementRegulatory KnowledgeProfessional DesignationsCommunication SkillsStrategic Decision MakingNegotiation Skills

Required

Bachelor's degree in related field required

7+ years Wealth Management/Financial Advisory experience required

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 and planning concepts and subject-areas, including Investments, Comprehensive Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, and Tax Planning

Private Banking services driving deposits, wealth and loan relationships with high-net-worth clients

Strong relationship management and team building skills

Ability to make strategic and independent decisions

Ability to analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations