Strategic Wealth Growth Director

Security National Bank; Sioux City (IA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Job summary

Security National Bank is seeking a Wealth Management Business Development professional in Sioux City, IA to drive growth through strategic marketing and relationship management. You will develop plans, lead client outreach, and expand wealth management services for current clients.

You will collaborate with leadership, prepare analyses and proposals, and promote referrals to increase assets under management. Regular hours apply.

Qualifications

• 4 year college degree or related work experience.
• Sales experience in both wealth management and retirement plan services.

Responsibilities

• Develops division-wide wealth management marketing plan and materials.
• Initiates contacts to develop and close new wealth management opportunities.
• Promotes cross-selling by maintaining the wealth management referral program.
• Develops and maintains a pipeline of prospective clients using bank referrals and other resources.

Skills

Sales experience

Relationship building

Education

4 year college degree

Tools

MCIF

Job description

Security National Bank is seeking a Wealth Management Business Development professional in Sioux City, IA to drive growth through strategic marketing and relationship management. You will develop plans, lead client outreach, and expand wealth management services for current clients.

You will collaborate with leadership, prepare analyses and proposals, and promote referrals to increase assets under management. Regular hours apply.