Wealth Management Growth Director

Security National Bank of South Dakota; Sioux City (IA); On-site; USD 70,000 - 100,000; Full time

Job summary

Security National Bank in Sioux City, IA is seeking a Wealth Management Business Development and Marketing professional to drive growth of Wealth Management services through strategic marketing, client acquisition, and cross-selling initiatives. You will build pipelines, call on prospects, and collaborate with partners to enhance asset growth.

In this role, you will maintain ongoing client relationships, work with administrators to expand services, and participate in leadership planning to shape

Qualifications

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

Responsibilities

• Develops a division-wide wealth management marketing plan and calling programs.
• Initiates contacts to develop and close wealth management opportunities.
• Maintains client relationships and expands wealth management services.

Skills

Wealth management sales

Retirement plan sales

Education

4-year college degree

Job description

Security National Bank in Sioux City, IA is seeking a Wealth Management Business Development and Marketing professional to drive growth of Wealth Management services through strategic marketing, client acquisition, and cross-selling initiatives. You will build pipelines, call on prospects, and collaborate with partners to enhance asset growth.

In this role, you will maintain ongoing client relationships, work with administrators to expand services, and participate in leadership planning to shape