Senior Vice President of Wealth Management

Senior Vice President of Wealth Management About the Company Join a highly regarded financial institution that is dedicated to excellence in the banking sector. Industry Banking Type Privately Held About the Role The Company is looking for a visionary Senior Vice President of Wealth Management to spearhead its wealth management operations. This is a high-impact, high-visibility leadership opportunity focused on shaping strategy, mentoring a top-tier team, and fostering innovation in all aspects of wealth management. Responsibilities include planning, trust services, compliance, and exceptional client service. The successful candidate will: Set a compelling strategic vision. Drive performance metrics and ensure the organization is agile in response to market trends and regulatory changes. Recruit and nurture elite advisors and wealth professionals dedicated to outstanding service. Utilize advanced technology and streamlined processes to enhance client outcomes and operational efficiency. The ideal candidate will possess: Over 10 years of progressive experience in bank-based wealth management. A proven record of leadership and commitment to team building. Strong background in trust administration, fiduciary standards, and compliance requirements. A Bachelor’s degree is essential, with advanced credentials such as an MBA, CFP®, JD, or CTFA highly preferred. This role calls for a results-driven, self-starter mentality, exceptional strategic thinking, and meticulous attention to detail. The ability to collaborate across business lines to deliver comprehensive financial solutions is crucial. Travel Percent Less than 10% Functions Finance Strategy