President of Wealth Management

Vista Bank; Dallas (TX); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Insurance

401(k)

Stock purchase plan

Paid time off

Employee banking perks

Job summary

NBH Bank is seeking a President of Wealth Management to oversee day-to-day client relationship management, reviews, and cash/investment monitoring. The role includes mentoring Trust and Wealth Advisors and establishing best practices and department strategy.

The ideal candidate has extensive banking and wealth management experience, CFP/CFA licenses preferred, and may require driving responsibilities. A strong leadership and analytical skill set is essential.

Qualifications

• Bachelor's degree or equivalent required.
• 20+ years of banking, trust administration or wealth management experience.
• CFP®, CFA, or Securities Licensed preferred.
• Driver's license and driving history may be required; will be verified.

Responsibilities

• Oversee day-to-day functions of client relationship management, including ongoing reviews and periodic client meetings.
• Mentor Trust and Wealth Advisors and Trust Administrator associates.
• Develop and implement best practices, policies and procedures for fiduciary administration.
• Manage growth of Trust and Wealth business and oversee department budgeting and strategy.
• Identify and evaluate potential acquisition opportunities.

Skills

Self-motivation

Leadership

Analytical thinking

Multi-tasking

Tech proficiency

Strong work ethic

Education

Bachelor's degree or equivalent

Job description

It starts with our culture ...

Common sense has never been common.

If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people’s lives and offer simple solutions.

That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

We have a long-standing commitment to Equity, Diversity, and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.

The President of Wealth Management will be expected to oversee all day-to-day functions of client relationship management including on-going relationship reviews, monitoring cash and investment needs as well as conducting periodic client meetings. This role will oversee and mentor the Trust and Wealth Advisors as well as Trust Administrator associates. Participating in and leading the development and implementation of best practices, policies and procedures for the Trust & Wealth Administrative team is a top priority. The on-going support of both internal and external exams as well as department budget planning and overall strategy is a must.

Minimum Requirements

• Bachelor's degree or equivalent
• 20+ years of banking, trust administration or wealth management experience
• CFP®, CFA, or Securities Licensed is preferred
• Driving may be required with this position. Applicants must have a valid driver's license (may not be learner’s, restricted or “to and from work” license) and driving history that meets the Bank’s driver standards. This information will be verified in a Motor Vehicle Report.

Desired Skills

Ideal candidates for this position should possess some or all the following skills:

• Passionate and motivated self-starter
• Strong work ethic and ability to complete work accurately
• Ability to think logically in order to analyze situations and make sound decisions
• Ability to handle multiple tasks simultaneously
• Capacity to work with multiple computer and software systems
• Recruiting and leadership skills to build and manage a team of wealth professionals

Essential Functions and Responsibilities

• Participate in the development and implementation of best practices, policies and procedures for all aspects of the department fiduciary administration to ensure optimal efficiency, effectiveness and compliance.
• Develop personal and team-related new business opportunities.
• Be principally responsible for the management and growth of our Trust and Wealth business.
• To the extent delegated by the Director, approve department transactions, including disbursements for accounts and department expenses.
• Work with clients, their advisors and the department Director in the development, implementation and monitoring of client estate, financial and other planning needs.
• Participate with the department Director and other business development personnel in developing new business principally by attending prospecting meetings initiated by other bank personnel and by supporting and consulting with other advisors.
• Manage the day-to-day functions for assigned markets.
• Participate with other department managers in key reporting of department activities, account and asset matrices and financial condition for internal and external audits, regulatory examinations, and TAC and Trust Board Committees.
• Participate in the budgeting and financial planning process for the department.
• Provide communication to bank leadership regarding department activities.
• Participate in both internal and external department marketing meetings and events.
• Identify and evaluate potential acquisition opportunities.

Work Environment

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• We are committed to our core value of meritocracy and supporting our associates in growing within their role
• When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
• Flexible scheduling with an opportunity to work remotely as business needs allow

Benefits

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.