Wealth Regional Market President

• Drive outstanding sales generation and client service through managing, coaching, and guiding Wealth Advisors, Private Bankers, and Wealth Associates in a defined market
• Create strong collaboration with business partner leaders to grow Yellow Cardinal Advisory Group and Private Client
• Establish sales goals, define and manage success formulas, and coach and educate 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
• Become proficient in company systems to provide team support
• Lead Wealth Associates providing day-to-day support to client-facing associates
• Leverage strengths, identify performance gaps, and provide staff development opportunities
• Deliver on KPIs with continual improvement to enhance internal and external client experience
• Manage a team of Wealth Advisors, Private Bankers, and Wealth Associates, including hiring, retention, and ongoing performance management
• Meet compliance requirements under applicable state and federal law, including BSA, AML, OFAC, suspicious activity reporting, lending, and deposit compliance

Requirements

• Bachelor's degree in Business or another related field of study
• Minimum of 10 years of Financial Services experience
• Demonstrated knowledge of servicing Wealth and Private Clients and investment management client needs
• Understanding of operational processes and key systems supporting Wealth clients
• Knowledge and understanding of key performance metrics
• Relevant experience managing sales and client service teams
• Ability to achieve high-level results while adhering to Enterprise Risk Management (ERM)
• Outstanding leadership and collaborative qualities
• Ability to work with limited supervision and apply guidelines proficiently
• Ability to effectively manage team workflow
• Ability to collaborate with senior and executive roles
• Ability to manage, hire, retain, and oversee ongoing performance of Wealth Advisors, Private Bankers, and Wealth Associates
• Ability to sit and work on a computer for long periods
• Ability to converse with clients
• Ability to occasionally lift and carry up to 50 lbs.
• Ability to frequently lift and carry up to 10 lbs.
• Ability to frequently sit, stand, walk, and drive
• Driving as needed
• Compliance with applicable state and federal laws and First Financial Bank policies
• Master's degree in Business preferred
• Advanced designation such as CFP® or ChFC® preferred

Core Competencies

Demonstrates expertise in managing and developing sales teams within the Financial Services sector, focusing on Wealth and Private Client management, compliance, and performance metrics. Proficient in implementing sales strategies and enhancing client experiences through effective coaching and collaboration.

Highest-signal resume keywords

• Financial Services Experience
• Wealth Management
• Sales Team Management
• Client Service Excellence
• Compliance Knowledge

ATS Optimization Keywords

Hard Skills

• Sales Strategy Development
• Performance Metrics Management
• Client Needs Assessment
• Operational Process Understanding
• Team Workflow Management

Soft Skills

• Leadership
• Collaboration
• Coaching
• Communication
• Problem-Solving

Certifications & Qualifications

• Bachelor's Degree in Business
• Master's Degree in Business (Preferred)
• CFP® (Preferred)
• ChFC® (Preferred)

Industry Keywords

• Wealth Advisors
• Private Bankers
• Wealth Associates
• Enterprise Risk Management
• BSA
• AML
• OFAC
• Suspicious Activity Reporting

Tools & Technologies

• Company Systems Proficiency
• Sales Management Systems