Senior VP, Wealth Management – Growth & Leadership

American-Community-Bank-; Crystal Lake (IL); On-site; USD 190,000 - 250,000; Full time

Benefits offered by this job

401k

Medical

Vision

Dental

Disability

Life

+

Job summary

American Community Bank & Trust is seeking a Senior Vice President - Head of Wealth Management to lead strategy, advisor performance, growth, client relationships, and regulatory compliance for the bank’s wealth management business.

You will set direction, coach the team, recruit talent, manage budgets and profitability, and strengthen partnerships with Fidelity and other providers to deliver superior client service. This on-site role emphasizes collaboration and community involvement.

Qualifications

• Eight+ years of client relationship wealth management or related financial services experience, including team leadership and demonstrated success in advisor coaching, client retention, and business growth.
• Experience administering or overseeing a regulated compliance program.
• Strong relationship-building, communication, financial analysis, and problem-solving skills.
• Bachelor’s degree in finance, business, economics, or a related field; relevant experience may substitute under bank hiring practices.
• The ability to obtain and maintain licenses and registrations appropriate to the role (Series 7/24/63/65 or 66) as determined by Compliance.
• A relevant advanced degree or professional designation (CFP, CFA, or CPA) preferred.

Responsibilities

• Set the direction. Develop and execute a Wealth Management strategy that supports the bank’s goals and creates opportunities for growth.
• Lead and develop the team. Coach advisors and staff, establish goals, and provide feedback.
• Build lasting client relationships. Attract and retain clients, deepen high-net-worth relationships, and expand business through referrals.
• Recruit for continued growth. Attract, develop, and retain talented advisors and support professionals.
• Manage business results. Lead budgeting, forecasting, pricing, profitability, and incentive analysis.
• Improve how we work. Evaluate products, technology, and processes to deliver greater client value.
• Strengthen key partnerships. Oversee relationships with providers such as Fidelity and other offerings.
• Provide compliance oversight. Work with compliance partners on monitoring, training, and regulatory actions.
• Connect across the bank and community. Foster collaboration aligned with the bank’s Mission and Core Values.

Skills

Business development

Client relationship management

Strategic leadership

Team development

Communication

Change leadership

Financial analysis

Risk awareness

Education

Bachelor's degree in finance/business/economics

CFP/CFA/CPA preferred

Tools

Fidelity partnerships

Job description

American Community Bank & Trust is seeking a Senior Vice President - Head of Wealth Management to lead strategy, advisor performance, growth, client relationships, and regulatory compliance for the bank’s wealth management business.

You will set direction, coach the team, recruit talent, manage budgets and profitability, and strengthen partnerships with Fidelity and other providers to deliver superior client service. This on-site role emphasizes collaboration and community involvement.