Regional Wealth Management & Trust Leader

Stock Yards Bank & Trust; Cincinnati (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

Stock Yards Bank & Trust seeks a Wealth Management & Trust Regional Manager in Cincinnati. You will lead the Wealth Management & Trust team, build the business, and market the brand to attract high net worth clients.

The role emphasizes cross-functional collaboration with advisors and management to deliver comprehensive planning services. You will develop strategic plans, manage the sales cycle, and cultivate centers of influence while maintaining regulatory compliance and strong client

Qualifications

• BS/BA in Business or Finance is required; advanced designations beneficial.
• Minimum of 5 years investment, trust, or financial planning experience.
• Broad knowledge of equity and fixed income markets; fiduciary and estate planning expertise.

Responsibilities

• Build and manage the Wealth Management & Trust team and market the Stock Yards Wealth Management Brand.
• Develop and implement the team’s business plan to acquire high net worth clients.
• Manage day-to-day sales process through closure and cultivate COIs.
• Create and implement focused marketing plans and present to prospects.
• Collaborate with internal and external advisors to meet client planning needs.
• Manage expenses of the market and support cross-selling opportunities.

Skills

Investment knowledge

Fiduciary & estate planning

Communication skills

Time management

MS Excel/Word/PowerPoint

Morningstar experience

Supervisory experience

Relationship management

Education

BS/BA in Business/Finance

JD

CPA

CFP

MBA

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Stock Yards Bank & Trust seeks a Wealth Management & Trust Regional Manager in Cincinnati. You will lead the Wealth Management & Trust team, build the business, and market the brand to attract high net worth clients.

The role emphasizes cross-functional collaboration with advisors and management to deliver comprehensive planning services. You will develop strategic plans, manage the sales cycle, and cultivate centers of influence while maintaining regulatory compliance and strong client