Director, Wealth

Busey-Bank-2; Glenview (IL); On-site; USD 155,000 - 215,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Job summary

Busey Bank in Glenview, IL is seeking a Director of Wealth to lead a local Wealth Management team, grow new business, and deliver comprehensive wealth solutions. You will mentor staff, coordinate with investment and planning teams, and drive client engagement and satisfaction.

The role emphasizes leadership, relationship management, and cross-functional collaboration to expand wallet share with clients and communities. Strong sales and service instincts are essential.

Qualifications

• Bachelor’s degree required.
• 5-7 years Wealth Management/Financial Advisory experience; prior team leadership preferred.
• Professional designations (CFP, CFA, CPA, CTFA) and/or MBA are preferred.

Responsibilities

• Lead a team of Wealth management professionals in a local market.
• Develop and implement a sustainable new business development program.
• Mentor team members and promote career growth.

Skills

Sales & business development

Client service

Communication skills

Relationship management

Team leadership

Strategic thinking

Education

Bachelor’s degree

CFP/CFA/CPA/CTFA/MBA preferred

Job description

Position SummaryDirector, Wealth 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.Duties & ResponsibilitiesIn 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 clientsEffective 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 retentionMotivating, developing, and coaching team members to grow their technical knowledge-base and relationship management skillsets in order to maximize value and service delivery to clientsSupport career growth and overall professional development through enhanced training, individualized career-pathing, and performance managementDevelop 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 leadershipCoordinating with internal partners within Wealth Management to identify new opportunities while also seeking to expand wallet share with the existing client baseFostering 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 teamEducation & ExperienceKnowledge of:Strong sales and client service skillsStrong oral and written communication skillsProven sales success including - prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referralsWealth Management, planning concepts, subject areas. Including Investments, Comprehensive Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, and Tax PlanningStrong relationship management and team building skillsAbility to:Plan and implement client recognition and prospecting events at the team levelParticipate in community activities and organizations to support and enhance local partnerships while building greater awareness of the Busey Wealth Management brandComply with, and stay informed of, all Bank and Wealth Management policies and procedures as well as applicable state and federal regulationsCollaborate 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 expansionMake strategic and independent decisions for the benefit of the teamAnalyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulationsAnalyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly requiredEducation and Training:Bachelor’s degree required5-7 years Wealth Management/Financial Advisory experience; prior team leadership experience preferredProfessional designations, including CFP, CFA, CPA, CTFA, and/or MBA are preferred; military experience a plusRequires 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.Compensation and BenefitsSalary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.(Base Pay Range: $155,000 - $215,000 annually)Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.Equal OpportunityBusey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.Unsolicited ResumesBusey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.