Wealth Management Director: Growth & Client Relationships

Busey; Glenview (IL); On-site; USD 155,000 - 215,000; Full time

Benefits offered by this job

401(k) match

profit sharing

employee stock purchase plan

paid time off

medical

dental

vision

company-paid life insurance and long‑‑

short-term and long-term disability

wellness incentives and an employee"s"

pre-tax health savings accounts

flexible spending accounts

Job summary

Busey is seeking a Director, Wealth to lead a local Wealth Management team and drive growth in the market. The role focuses on cultivating new business with existing and prospective clients while delivering comprehensive wealth-management solutions and exceptional service.

You will mentor staff, foster career development, and collaborate with internal partners to expand client relationships across investments, planning, and banking services.

Qualifications

• Bachelor’s degree required.
• 5-7 years Wealth Management/Financial Advisory experience; prior team leadership experience preferred.
• Professional designations including CFP, CFA, CPA, CTFA, and/or MBA are preferred; military experience a plus.
• Requires experience or understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax and opportunities.
• On-going development and broadening of knowledge and skills.

Responsibilities

• Lead a team of Wealth management professionals in a local market.
• Identify and generate new business opportunities with existing and prospective clients.
• Ensure client satisfaction and retention through top-tier service and full-service wealth management solutions.
• Develop, train, and mentor team members to promote career growth and relationship skills.
• Develop market-specific and company-wide business development initiatives.

Skills

Strong sales skills

Client service skills

Oral and written communication

Relationship management

Wealth management knowledge

Education

Bachelor’s degree

5-7 years wealth management experience

CFP/CFA/CPA/CTFA/MBA preferred

Wealth planning knowledge

Ongoing professional development

Job description

Busey is seeking a Director, Wealth to lead a local Wealth Management team and drive growth in the market. The role focuses on cultivating new business with existing and prospective clients while delivering comprehensive wealth-management solutions and exceptional service.

You will mentor staff, foster career development, and collaborate with internal partners to expand client relationships across investments, planning, and banking services.