Regional Manager

The Anderson Search Group; Houston (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

The Anderson Search Group is seeking an accomplished Regional Wealth Manager to lead and grow its Wealth Management presence in Houston and Central Texas. You will drive revenue, build high-performing teams, and cultivate relationships with affluent clients.

In this executive role, you will partner across banking lines to maximize referrals, oversee compliance, and shape regional strategy with a focus on delivering exceptional client experiences.

Qualifications

• 10+ years of Private Banking, Wealth Management, or Private Wealth leadership experience.
• Significant experience leading and developing Wealth Management teams across multiple locations or markets.
• Demonstrated success growing revenue, developing talent, and executing strategic business initiatives.
• Strong business development background working with affluent and ultra-high-net-worth clients.
• Experience partnering across Commercial Banking, Retail Banking, Trust, and Investment teams.
• Strong leadership, communication, presentation, and relationship management skills.
• Bachelor's degree required; advanced degree and/or CFP®, CWS, or similar designation preferred.
• FINRA licenses (Series 7, 24, 63/65/66) and Life & Health licenses are preferred.

Responsibilities

• Lead multidisciplinary Wealth Management teams across multiple markets, including Private Banking, Trust, Investments, and Wealth Advisory.
• Drive regional sales growth, profitability, and client acquisition initiatives.
• Recruit, coach, mentor, and develop high-performing Wealth Management professionals.
• Establish performance goals and hold teams accountable for business results.
• Partner with Commercial Banking, Retail Banking, and other internal business lines to maximize referral opportunities.
• Oversee regulatory compliance, risk management, and operational excellence across the region.
• Develop regional business plans, budgets, forecasting, and performance reporting.
• Meet with key clients and prospects to support business development and deepen relationships.
• Champion strategic initiatives and ensure consistent execution across all assigned markets.
• Foster a collaborative, client-focused culture centered on excellence and teamwork.

Skills

Wealth Management

Team Leadership

Business Development

Client Relationships

Strategic Planning

Education

Bachelor's degree

CFP/CWS or similar designation

Tools

FINRA licenses (7,24,63/65/66)

Life & Health licenses

Job description

Regional Wealth Manager - Houston, Texas

Lead the Future of Wealth Management

Our client, a well-established and growing regional financial institution, is seeking an experienced Regional Wealth Manager to lead and grow its Wealth Management business across multiple markets - specifically Houston and Central Texas.

This executive leadership role is responsible for driving business growth, developing high-performing teams, strengthening referral partnerships across the bank, and delivering an exceptional client experience to affluent and ultra-high-net-worth clients.

If you have a passion for building teams, coaching leaders, growing revenue, and leading strategic wealth initiatives, we'd love to speak with you.

Key Responsibilities

• Lead multidisciplinary Wealth Management teams across multiple markets, including Private Banking, Trust, Investments, and Wealth Advisory.
• Drive regional sales growth, profitability, and client acquisition initiatives.
• Recruit, coach, mentor, and develop high-performing Wealth Management professionals.
• Establish performance goals and hold teams accountable for business results.
• Partner with Commercial Banking, Retail Banking, and other internal business lines to maximize referral opportunities.
• Oversee regulatory compliance, risk management, and operational excellence across the region.
• Develop regional business plans, budgets, forecasting, and performance reporting.
• Meet with key clients and prospects to support business development and deepen relationships.
• Champion strategic initiatives and ensure consistent execution across all assigned markets.
• Foster a collaborative, client-focused culture centered on excellence and teamwork.

Qualifications

• 10+ years of Private Banking, Wealth Management, or Private Wealth leadership experience.
• Significant experience leading and developing Wealth Management teams across multiple locations or markets.
• Demonstrated success growing revenue, developing talent, and executing strategic business initiatives.
• Strong business development background working with affluent and ultra-high-net-worth clients.
• Experience partnering across Commercial Banking, Retail Banking, Trust, and Investment teams.
• Strong leadership, communication, presentation, and relationship management skills.
• Bachelor's degree required; advanced degree and/or CFP®, CWS, or similar designation preferred.
• FINRA licenses (Series 7, 24, 63/65/66) and Life & Health licenses are preferred.

Why Consider This Opportunity?

• Executive leadership role with a highly respected regional financial institution.
• Opportunity to lead established Wealth Management teams while helping shape future growth.
• Significant visibility with executive leadership and influence over regional strategy.
• Collaborative culture with strong referral partnerships across the bank.
• Competitive compensation package, annual incentive opportunity, and comprehensive benefits.