Senior Private Wealth Strategist

Simmons Bank; Franklin (TN); On-site; USD 95,000 - 130,000; Full time

Job summary

Simmons Bank is seeking a Private Wealth Administrator to oversee the administration of Private Wealth accounts and collaborate with clients, their advisors, and the account’s portfolio manager. The role emphasizes maintaining strong client relationships and accurate reporting.

The position requires a BS/BA degree or 6+ years of wealth management experience, plus knowledge in investments, estate planning, and financial reports. Proficiency in MS Word, Excel, and Outlook is expected.

Qualifications

• Bachelor's degree or 6+ years wealth management experience.
• Specialized training related to investments/estate planning is helpful.

Responsibilities

• Maintains a high level of contact with major client relationships.
• Administers assigned accounts with portfolio managers to ensure appropriate asset allocations and review frequency.
• Collaborates with bankers, legal, and accounting professionals to develop new trust and investment management clients.
• Ensures provision of required accountings to necessary parties.

Skills

Communication skills

Problem solving

Time management

Education

BS/BA Degree

Tools

MS Word

Excel

Outlook

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. This position ensures that Private Wealth accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account’s portfolio manager.

Essential Duties and Responsibilities

• Maintains a high level of contact with major client relationships.
• Medium to high level of complexity for the majority of accounts administered Administers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients.
• Ensures that the appropriate accountings are provided to necessary parties.
• If in a Team Lead role, responsible for all supervisory duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff.
• Assists in budget preparation Participates in civic, community, banking, trust, and legal organizations.
• Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
• Performs other duties and responsibilities as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations. Ability to read, analyze and interpret financial reports and/or legal documents. Ability to write simple-to-business correspondence, routine reports, and procedures. Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community. Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.

BS/BA Degree (4 year) from an accredited university/college or Six or more years of experience in wealth management.

Specialized Training Courses related to investments, financial planning, estate administration, or another trust-related field is helpful.

Computer Skills MS Word, Excel, and Outlook.

Certificates, Licenses, Registrations None.

Other Qualifications (including physical requirements)

Must have good oral and written communication skills. Must have good problem solving skills with the ability to develop creative solutions.

Other

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice. Skills Training: Communication, Customer Service, Time Management, Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Since 1903, we’ve been putting people first by making a commitment to you. Simmons Bank is the subsidiary bank for Simmons First National Corporation (NASDAQ: SFNC), a publicly traded bank holding company headquartered in Arkansas. Founded as a community bank, Simmons Bank has grown steadily to its current size of $28 billion in assets, with more than 3,000 associates located in Arkansas, Kansas, Missouri, Oklahoma, Tennessee and Texas. Our growth has led to some amazing career opportunities, while our dynamic culture has been recognized by publications across our footprint. Parallel to our growth, Simmons Bank’s community roots run deep – these are felt in the ways we seek to go the extra mile for our customers and communities through exceptional service and volunteerism, and in the strong career growth opportunities and wellness programs we offer associates. Our team is characterized by collaboration, integrity and passion for all we do, high performance, and a commitment to personal and professional growth.

If these cornerstones of company culture appeal to you, let’s talk! There’s never been a better time to join our team.