Wealth Management Director — Lead Growth & Client Excellence

Busey; Dallas (TX); On-site; USD 185,000 - 230,000; 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

employee assistance program

pre-tax health savings accounts

flexible spending accounts

Job summary

Busey is seeking a Wealth Management Managing Director to lead a team of wealth professionals, drive new business opportunities, and ensure top-tier service and comprehensive wealth solutions for clients in the Dallas area.

You will mentor staff, work with investment and financial planning teams, and expand wallet share while meeting regulatory and policy standards. This role emphasizes relationship-based leadership and high-impact client outcomes.

Qualifications

• Bachelor's degree in related field required; advanced degree preferred.
• 7+ years Wealth Management / Financial Advisory experience.
• 3+ years of private wealth advisory team leadership preferred.
• Professional designations, including CFP, CFA, CPA, or CTFA are preferred.
• Requires experience or understanding of investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax.

Responsibilities

• Drive new business development efforts within a designated market and lead the local Wealth Advisory team to meet revenue targets.
• Create and implement a sustainable growth program focused on significant organic expansion.
• Review proposals and presentations for new opportunities with prospective clients.
• Oversee delivery of wealth management services to ensure client satisfaction and long-term retention.
• Coach team members to expand knowledge and relationship management skills.
• Coordinate with internal partners to identify opportunities and expand wallet share.
• Develop tailored investment programs and financial plans in collaboration with in-house teams.
• Plan client recognition and prospecting events and participate in community partnerships.

Skills

Strong sales and client service skills

Strong oral and written communication

Proven sales success: prospecting and闭

Education

Bachelor's degree in related field

7+ years Wealth Management / Financial Advisory experience

3+ years private wealth advisory team leadership

CFP / CFA / CPA / CTFA preferred

Job description

Busey is seeking a Wealth Management Managing Director to lead a team of wealth professionals, drive new business opportunities, and ensure top-tier service and comprehensive wealth solutions for clients in the Dallas area.

You will mentor staff, work with investment and financial planning teams, and expand wallet share while meeting regulatory and policy standards. This role emphasizes relationship-based leadership and high-impact client outcomes.