Smith & Wilkinson · 9 hours ago
Managing Director of Investment Services
Edgartown, MA
Full-time
Onsite
Lead/StaffSmith & Wilkinson is managing the search for the next Managing Director of Investment Services at Martha's Vineyard Bank. The role involves leading the bank's wealth management division and overseeing a team of advisors to deliver exceptional service and personalized financial planning to clients.
Corporate TrainingInsuranceProfessional ServicesTrainingWealth Management
Hiring Manager
Julia Crouter
Responsibilities
Oversee a talented team of advisors
Continue the bank’s mission to provide best in class service
Manage the wealth management division
Simplify the complexities of Wealth Management using personalized financial planning
Qualification
Required
Experience in wealth management and investment services
Proven leadership skills with the ability to oversee a team of advisors
Strong commitment to customer service and community engagement
Ability to simplify complex financial concepts for clients
Experience in personalized financial planning
Track record of managing significant assets under management
Excellent communication and interpersonal skills
Preferred
Experience working in a community bank or similar financial institution
Recognition or awards in the financial services industry
Established relationships with clients and community partners
Experience with advisory, trust, and brokerage services
Company
Smith & Wilkinson
Smith & Wilkinson is a talent recruiting firm specializing in professional, middle management, and executive search.
Founded in 1998
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Carll Wilkinson
President and CEO
Quin Peel
Chief Operating Officer
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