Regional Wealth Leader | Houston & TX Growth

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

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.