Wealth Regional Market President

First Financial Bank; Saint Bernard (OH); On-site; USD 175,000 - 190,000; Full time

Benefits offered by this job

Health and dental coverage

Retirement plans

Paid time off

Additional employee benefits

Job summary

First Financial Bank is seeking a Wealth Regional Market President responsible for driving sales generation and client service by managing and guiding Wealth Advisors and Private Client Bankers in the Ohio market.

The ideal candidate will have a Bachelor’s degree, over 10 years of Financial Services experience, and strong leadership skills. A competitive salary of $175,000 to $190,000 annually is offered, along with comprehensive benefits.

Qualifications

• 10+ years of experience in Financial Services required.
• Technically sound in servicing Wealth and Private Clients.
• Understanding of key performance metrics essential.

Responsibilities

• Establish and manage sales goals and success formulas.
• Assist with client planning and provide real-time coaching.
• Develop sales strategies specific to assigned markets.

Skills

Leadership

Sales Management

Client Service

Collaboration

Coaching

Education

Bachelor’s degree in Business or a related field

Master’s degree in Business (preferred)

Job description

Role Summary

The Wealth Regional Market President is responsible for driving outstanding sales generation and client service by managing, coaching, and guiding Wealth Advisors, Private Client Bankers, and Wealth Associates in a defined market while fostering collaboration with business partner leaders to grow Yellow Cardinal Advisory Group.

Responsibilities

• Establish sales goals, define and manage success formulas, and coach business partners.
• Assist with pre‑call planning, client/prospect appointments, and post‑call debriefs to provide real‑time coaching and feedback.
• Develop and implement sales strategies specific to assigned markets.
• Implement and maintain systems infrastructure supporting Wealth and Private Client facing associates, including group email, telephone/call center, and support case tracking.
• Provide leadership and direction to Wealth Associates, who support client‑facing associates.
• Leverage team strengths, identify performance gaps, and provide development opportunities to align with career goals.
• Deliver on implemented KPIs with a focus on continual improvement of the client experience.

Qualifications

• Bachelor’s degree in Business or a related field.
• Minimum of 10 years of experience in Financial Services.
• Technically sound with demonstrated knowledge of servicing Wealth and Private Clients, investment management needs, operational processes, and key systems.
• Understanding of key performance metrics.
• Relevant experience managing sales and client service teams.
• Ability to achieve high results while adhering to Enterprise Risk Management (ERM).

Preferred Qualifications

• Outstanding leadership and collaborative qualities.
• Master’s degree in Business.
• Advanced designation such as CFP® or ChFC®.

Leadership & Management Responsibilities

• Manage a team of Wealth Advisors, Private Client Bankers, and Wealth Associates, including hiring, retaining, and ongoing performance management.
• Work with limited supervision, applying guidelines with proficiency and effectively managing team workflow.
• Collaborate with senior and executive roles.

Physical Requirements

• Sit and work on a computer for long periods of time.• Converse with clients.• Occasionally lift and carry up to 50 lbs.• Frequently lift and carry up to 10 lbs.• Frequently sit, stand, walk, and drive.• Driving as needed.

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures, including Bank Secrecy Act, Anti‑Money Laundering, OFAC, and Suspicious Activity reporting requirements, and all other lending and deposit compliance requirements.

Pay Range

$175,000/year to $190,000/year.

Benefits

Yellow Cardinal Advisory Group offers a range of benefits and programs designed to support holistic wellbeing, including health and dental coverage, retirement plans, paid time off, and additional employee benefits. Please review the Benefits Guide for details.

Incentive Eligibility

All roles are incentive eligible with the exception of Co‑Op, Intern, or Student positions.

EEO Statement

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E‑Verify Employer.