Head of Wealth Management

American-Community-Bank-; Crystal Lake (IL); Presencial; USD 190 000 - 250 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401k

Medical

Vision

Dental

Disability

Life

+

Resumo da oferta

American Community Bank & Trust is seeking a Senior Vice President - Head of Wealth Management to lead strategy, advisor performance, growth, client relationships, and regulatory compliance for the bank’s wealth management business.

You will set direction, coach the team, recruit talent, manage budgets and profitability, and strengthen partnerships with Fidelity and other providers to deliver superior client service. This on-site role emphasizes collaboration and community involvement.

Qualificações

• Eight+ years of client relationship wealth management or related financial services experience, including team leadership and demonstrated success in advisor coaching, client retention, and business growth.
• Experience administering or overseeing a regulated compliance program.
• Strong relationship-building, communication, financial analysis, and problem-solving skills.
• Bachelor’s degree in finance, business, economics, or a related field; relevant experience may substitute under bank hiring practices.
• The ability to obtain and maintain licenses and registrations appropriate to the role (Series 7/24/63/65 or 66) as determined by Compliance.
• A relevant advanced degree or professional designation (CFP, CFA, or CPA) preferred.

Responsabilidades

• Set the direction. Develop and execute a Wealth Management strategy that supports the bank’s goals and creates opportunities for growth.
• Lead and develop the team. Coach advisors and staff, establish goals, and provide feedback.
• Build lasting client relationships. Attract and retain clients, deepen high-net-worth relationships, and expand business through referrals.
• Recruit for continued growth. Attract, develop, and retain talented advisors and support professionals.
• Manage business results. Lead budgeting, forecasting, pricing, profitability, and incentive analysis.
• Improve how we work. Evaluate products, technology, and processes to deliver greater client value.
• Strengthen key partnerships. Oversee relationships with providers such as Fidelity and other offerings.
• Provide compliance oversight. Work with compliance partners on monitoring, training, and regulatory actions.
• Connect across the bank and community. Foster collaboration aligned with the bank’s Mission and Core Values.

Conhecimentos

Business development

Client relationship management

Strategic leadership

Team development

Communication

Change leadership

Financial analysis

Risk awareness

Formação académica

Bachelor's degree in finance/business/economics

CFP/CFA/CPA preferred

Ferramentas

Fidelity partnerships

Descrição da oferta de emprego

Description

The American Community Wealth Management (ACWM) Senior Vice President - Head of Wealth Management leads strategy, advisor performance, growth, client relationship management, compliance, and key partnerships for the bank’s wealth management business. Visit our website at https://www.amcomwealth.com/

What You'll Do:

Set the direction. Develop and execute a Wealth Management strategy that supports the bank’s goals and creates opportunities for growth within and beyond the bank’s client base.

Lead and develop the team. Coach advisors and administrative staff, establish clear goals, and provide practical feedback that strengthens business development, client service, and professional growth.

Build lasting client relationships. Help the team attract and retain clients, deepen high-net-worth relationships, and expand business through referrals, networking, and collaboration across the bank.

Recruit for continued growth. Attract, develop, and retain talented advisors and support professionals.

Manage business results. Lead budgeting, forecasting, pricing, profitability, and incentive compensation analysis, using results to guide decisions and priorities.

Improve how we work. Evaluate products, technology, and processes to help the team work more effectively and deliver greater value to clients.

Strengthen key partnerships. Oversee relationships with providers such as Fidelity, address service issues, and support competitive offerings and a consistent client experience.

Provide compliance oversight. Oversee the compliance officer and program, working with legal, risk, audit, and compliance partners on monitoring, training, corrective actions, and regulatory examinations.

Connect across the bank and community. Build a collaborative, accountable team aligned with the bank’s Mission and Core Values, and represent the bank through community involvement and professional relationships.

COMPETENCIES:

• Business development and client relationship management
• Strategic leadership, organizational knowledge, and financial acumen
• Team leadership, coaching, and talent development
• Communication, collaboration, and interpersonal effectiveness
• Change leadership and technology adoption
• Product, process, and operational improvement
• Risk awareness, compliance knowledge, and ethical judgment

Requirements

What You'll Bring:

• At least eight years of client relationship wealth management or related financial services experience, including team leadership and demonstrated success in advisor coaching, client retention, and business growth.
• Experience administering or overseeing a regulated compliance program.
• Strong relationship-building, communication, financial analysis, and problem-solving skills.
• A bachelor’s degree in finance, business, economics, or a related field; relevant experience may substitute under bank hiring practices.
• The ability to obtain and maintain licenses and registrations appropriate to the role, as determined by Compliance and counsel; these may include Series 7, 24, 63, and 65 or 66.
• A relevant advanced degree or professional designation (CFP, CFA, or CPA) preferred.
• Experience with advisor recruiting, financial planning, wealth operations, partner oversight, and business financial management preferred.

American Community Bank & Trust (ACBT) is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, age, sex, national origin, non-disqualifying physical or mental disability status, genetics, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state or local laws. All employment decisions are made on the basis of qualifications, merit and business need. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Full-Time; Exempt

This is an on-site role; our in-office culture prioritizes relationship-building and collaboration.

• 401k
• Medical
• Vision
• Dental
• Disability
• Life
• +

$190,000 - $250,000+ per year, commensurate with experience