Head of Wealth Management

Veritas Partners; York (York County); On-site; USD 250,000 - 300,000; Full time

Job summary

An established financial services firm in York County is seeking a Wealth Management Director to drive strategy and manage high-net-worth client relationships. This executive role involves leading a team, ensuring compliance, and pursuing new business opportunities. Ideal candidates will have extensive experience in wealth management, exceptional leadership abilities, and a client-focused mindset. Full-time position with competitive salary range of $250k-$300k annually.

Qualifications

• Proven experience in wealth management and financial services.
• Exceptional leadership and team management skills.
• Strong understanding of market trends and client needs.

Responsibilities

• Develop and execute the bank's wealth management strategy.
• Build and maintain relationships with high-net-worth clients.
• Lead a team of wealth management professionals.

Skills

Wealth management strategy development

Relationship building with high-net-worth clients

Financial planning and investment strategies

Team leadership and development

Sales and marketing strategy

Regulatory compliance

Job description

This range is provided by Veritas Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$250,000.00/yr - $300,000.00/yr

Our client is a regional financial services firm focused on the Mid-Atlantic area. They're currently seeking a Wealth Management Director to join their executive team.

Develop and execute the bank's wealth management strategy, aligning it with the overall business objectives. Identify and pursue new business opportunities within the wealth management space.

Monitor market trends and competitive landscape to ensure the bank remains at the forefront of the industry.

Build and maintain strong relationships with high-net-worth clients and prospects. Provide expert advice and guidance on financial planning, investment strategies, and wealth preservation. Ensure client satisfaction and retention through exceptional service and communication.

Lead and motivate a team of wealth management professionals, fostering a collaborative and high-performing environment. Provide training and development opportunities to enhance the skills and capabilities of the team. Implement effective performance management systems to ensure accountability and achievement of goals.

Identify and pursue new business opportunities within the wealth management sector. Develop and implement effective sales and marketing strategies to attract and retain clients. Build and maintain a strong network of referral partners.

Oversee the financial performance of the wealth management business, including budgeting, forecasting, and profitability analysis. Ensure the efficient and effective use of resources to achieve business objectives.

Ensure the bank's wealth management operations are compliant with all applicable laws and regulations. Stay up-to-date on regulatory changes and implement necessary procedures to maintain compliance.

Identify and implement new technologies to enhance the client experience and improve operational efficiency. Stay abreast of industry trends and emerging technologies in wealth management.

Seniority level

• Executive

Employment type

• Full-time

Job function

• Finance, Management, and Business Development

Industries

• Investment Management