Wealth Management Director — Growth & Client Leadership

Busey

St. Louis (MO)

On-site

USD 150,000 - 215,000

Full time

46 hours ago
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Benefits offered by this job

401(k) match
Profit sharing
Employee stock purchase plan
Paid time off
Medical/dental/vision benefits

Job summary

Busey Wealth Management is seeking a Managing Director, Wealth to lead a local team and drive growth across wealth management services, including investments, planning, trust and tax strategies. You will collaborate with senior leadership to execute regional growth initiatives and expand client relationships.

The role emphasizes developing talent, delivering top-tier client service, and maintaining regulatory compliance while guiding associates in wealth opportunities and cross-sell potential.

Qualifications

  • Four-year college degree required.
  • 7+ years wealth management/financial advisory experience.
  • 3+ years private wealth advisory leadership experience.
  • Professional designations CFP, CFA, CPA, CTFA and/or MBA preferred.

Responsibilities

  • Lead local Wealth Advisory team to meet revenue targets and deliver comprehensive wealth management services.
  • Develop a sustainable growth program to acquire new clients and expand wallet share.
  • Coach and mentor team members to grow technical knowledge and relationship management skills.

Skills

Sales & client service
Relationship management
Communication skills
Team coaching
Strategic decision making

Education

Four-year college degree
Wealth management/financial advisory experience
3+ years private wealth advisory leadership
Professional designations preferred (CFP/CFA/CPA/CTFA/MBA)

Job description

Busey Wealth Management is seeking a Managing Director, Wealth to lead a local team and drive growth across wealth management services, including investments, planning, trust and tax strategies. You will collaborate with senior leadership to execute regional growth initiatives and expand client relationships.

The role emphasizes developing talent, delivering top-tier client service, and maintaining regulatory compliance while guiding associates in wealth opportunities and cross-sell potential.

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