Wealth Services Growth Manager

RCB Bank; Edmond (OK); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical Plan

Prescription Drug Plan

Dental Plan

Vision Plan

401(k)

Paid Federal Holidays

Job summary

A regional financial institution in Edmond, OK, seeks a professional to oversee solicitation of trust and wealth business. Applicants must have 5+ years of experience in Trust and Wealth sales, management skills, and hold a professional certification. This role involves motivating teams, recruiting Wealth Advisors, and maintaining client relationships. The organization offers competitive benefits including medical, dental, and retirement plans, emphasized through community and family values.

Qualifications

• Minimum 5 years of experience in Trust and Wealth sales and services.
• Management experience in a related field is required.
• Candidates must hold at least one professional certification.

Responsibilities

• Oversee solicitation of new trust and wealth business from customers.
• Recruit and hire Wealth Advisors.
• Assist in developing the annual department budget.
• Maintain a book of existing clients and solicit new business.

Skills

Strong oral and written communication skills

Client service orientation

Organizational and time management skills

Ability to manage time and stress

Community involvement

Education

High school diploma or GED

Professional designation/certification related to Trust and/or Wealth industry

College degree or equivalent

Job description

A regional financial institution in Edmond, OK, seeks a professional to oversee solicitation of trust and wealth business. Applicants must have 5+ years of experience in Trust and Wealth sales, management skills, and hold a professional certification. This role involves motivating teams, recruiting Wealth Advisors, and maintaining client relationships. The organization offers competitive benefits including medical, dental, and retirement plans, emphasized through community and family values.