Wealth Market Growth Director

Trustmark Bank

Mobile (AL)

On-site

USD 120,000 - 180,000

Full time

13 days ago

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Job summary

Trustmark Bank is seeking a Director of Wealth Market Development to lead a client-facing Wealth Advisory team, drive revenue growth, and expand brand presence. You will shape market growth strategies and a scalable delivery model for wealth planning, aligning internal and external stakeholders to deliver superior client experiences.

This senior role requires a proven sales/management track record in wealth management, strong judgment, and effective collaboration across departments.

Qualifications

  • Bachelor's degree in a business-related field with 12 years of Wealth Management sales and service experience, or an advanced degree with 10 years.
  • Proven track record of excellence in sales production and/or management within a wealth management business.
  • Strong judgment and ability to make decisions and guide others to fulfill decision requirements.
  • Exceptional interpersonal and cross-departmental collaboration and communication skills.
  • Strong relationship-building and strategic thinking abilities.
  • Commitment to integrity, fiduciary responsibility, and client-first service.
  • Propensity to achieve high client service levels.

Responsibilities

  • Lead and develop a Wealth Advisory team to promote productivity, engagement, and strategic goals.
  • Develop and execute a scalable growth plan to increase Wealth Management AUM.
  • Drive market sales and revenue goals through new and existing client acquisition and retention.
  • Lead development of Wealth messaging and sales strategies to grow revenue.
  • Recruit, develop, and retain a high-performing Wealth Advisory team.
  • Oversee Advisory team to meet service and activity targets.
  • Ensure pricing discipline and profitability on fiduciary client relationships.
  • Maintain visibility to educate and build brand awareness within the firm.

Skills

Sales leadership in Wealth Management
Decision making
Interpersonal collaboration
Relationship-building
Integrity and fiduciary responsibility
Client service excellence

Education

Bachelor's Degree in business-related field
Graduate degree in business-related discipline (MBA, JD, etc.)
Master’s in Business Administration or other advanced degree

Job description

Trustmark Bank is seeking a Director of Wealth Market Development to lead a client-facing Wealth Advisory team, drive revenue growth, and expand brand presence. You will shape market growth strategies and a scalable delivery model for wealth planning, aligning internal and external stakeholders to deliver superior client experiences.

This senior role requires a proven sales/management track record in wealth management, strong judgment, and effective collaboration across departments.

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