Managing Director, Wealth

Busey; Dallas (TX); On-site; USD 185,000 - 230,000; Full time

Benefits offered by this job

401(k) match

profit sharing

employee stock purchase plan

paid time off

medical

dental

vision

company-paid life insurance and long‑/

short-term and long-term disability

wellness incentives

employee assistance program

pre-tax health savings accounts

flexible spending accounts

Job summary

Busey is seeking a Wealth Management Managing Director to lead a team of wealth professionals, drive new business opportunities, and ensure top-tier service and comprehensive wealth solutions for clients in the Dallas area.

You will mentor staff, work with investment and financial planning teams, and expand wallet share while meeting regulatory and policy standards. This role emphasizes relationship-based leadership and high-impact client outcomes.

Qualifications

• Bachelor's degree in related field required; advanced degree preferred.
• 7+ years Wealth Management / Financial Advisory experience.
• 3+ years of private wealth advisory team leadership preferred.
• Professional designations, including CFP, CFA, CPA, or CTFA are preferred.
• Requires experience or understanding of investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax.

Responsibilities

• Drive new business development efforts within a designated market and lead the local Wealth Advisory team to meet revenue targets.
• Create and implement a sustainable growth program focused on significant organic expansion.
• Review proposals and presentations for new opportunities with prospective clients.
• Oversee delivery of wealth management services to ensure client satisfaction and long-term retention.
• Coach team members to expand knowledge and relationship management skills.
• Coordinate with internal partners to identify opportunities and expand wallet share.
• Develop tailored investment programs and financial plans in collaboration with in-house teams.
• Plan client recognition and prospecting events and participate in community partnerships.

Skills

Strong sales and client service skills

Strong oral and written communication

Proven sales success: prospecting and闭

Education

Bachelor's degree in related field

7+ years Wealth Management / Financial Advisory experience

3+ years private wealth advisory team leadership

CFP / CFA / CPA / CTFA preferred

Job description

Position Summary

The Wealth Management Managing Director leads a team of Wealth management professionals and is responsible for identifying and generating new business opportunities with both existing and prospective clients through a robust growth program. The director ensures client satisfaction and retention through the delivery of top-tier service and full-service wealth management solutions while fostering relationship-based skills necessary to deepen and expand client relationships.

Duties & Responsibilities

• Drive new business development efforts within a designated market, leading the local Wealth Advisory team to achieve revenue targets and coordinate and deliver first-class wealth management 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 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.

Education & Experience

Knowledge Of

• 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 concepts including Investments, Comprehensive Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, and Tax Planning
• Strong relationship management and team building skills

Ability To

• Make strategic and independent decisions
• Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations

Education And Training

• Bachelor's degree in related field required; advanced degree preferred.
• 7+ years Wealth Management / Financial Advisory experience.
• 3+ years of private wealth advisory team leadership preferred.
• Professional designations, including CFP, CFA, CPA, or CTFA are preferred
• Requires experience or demonstrated understanding of investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax.

Compensation And Benefits

Salary 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: $185,000 - $230,000 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.

• 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
• employee assistance program
• pre-tax health savings accounts
• flexible spending accounts

Equal Opportunity

Busey 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.