Cadence Bank
Overview
Develops and executes customized wealth plans for high-net-worth clients and families that leverage the full breadth of the organization\'s capabilities. Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Ensures proper delivery of the Cadence client experience across relationships, customized to accommodate individual client preferences. Primary Responsibilities
Leads the relationship team for high-net-worth clients with $2 million+ in investable assets and maintains overall responsibility for assuring the client has access to all resources and solutions of the firm. Works closely with Portfolio Managers, Trust Officers, and Private Bankers to assess client\'s current financial situation, goals, and objectives to determine solutions through the financial planning process. Prioritize short-term and long-term needs of the client based on the analysis. Responsible for leading the development of sales strategies to grow client base. Promote the full array of capabilities offered by the Bank to current and new clients. Identifies opportunities for deepening client relationships by proactively vetting the client\'s book, including assets in other organizations, to further consolidate client liquidity with Cadence (e.g., assets under management and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary, etc. Responsible for managing pipeline and activities to ensure an appropriate number of prospect opportunities are in the pipeline and moving through the sales cycle to meet sales goals. Implement and deliver specific solutions. Leads client relationship review discussions with the broader team and internal partners. Manages and reviews the relationship on an ongoing basis to ensure client goals and objectives are achieved. Coordinates team communication and activities. Recommends ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable. Maintains strong partnerships with internal partners and external centers of influence to drive new business opportunities and identify ways to coordinate efforts to address client/prospect needs. Education and Experience Required
Bachelor\'s degree and a minimum of 7 years\' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years\' higher education and/or work experience, including a minimum of 3 years\' sales experience in the high-net-worth and/or ultra-high net worth client segment. Prior experience managing complex high-net-worth client relationships. Deep expertise in planning, investments, banking, or fiduciary Proven track record of implementing wealth management strategies with clients. Education and Experience Preferred: Securities licensing, CFP, CTFA, CPA designation MBA (Master\'s degree in Business Administration) or JD (Juris Doctor) Qualifications
Education Bachelors (required) Know Your Rights notice: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
Develops and executes customized wealth plans for high-net-worth clients and families that leverage the full breadth of the organization\'s capabilities. Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Ensures proper delivery of the Cadence client experience across relationships, customized to accommodate individual client preferences. Primary Responsibilities
Leads the relationship team for high-net-worth clients with $2 million+ in investable assets and maintains overall responsibility for assuring the client has access to all resources and solutions of the firm. Works closely with Portfolio Managers, Trust Officers, and Private Bankers to assess client\'s current financial situation, goals, and objectives to determine solutions through the financial planning process. Prioritize short-term and long-term needs of the client based on the analysis. Responsible for leading the development of sales strategies to grow client base. Promote the full array of capabilities offered by the Bank to current and new clients. Identifies opportunities for deepening client relationships by proactively vetting the client\'s book, including assets in other organizations, to further consolidate client liquidity with Cadence (e.g., assets under management and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary, etc. Responsible for managing pipeline and activities to ensure an appropriate number of prospect opportunities are in the pipeline and moving through the sales cycle to meet sales goals. Implement and deliver specific solutions. Leads client relationship review discussions with the broader team and internal partners. Manages and reviews the relationship on an ongoing basis to ensure client goals and objectives are achieved. Coordinates team communication and activities. Recommends ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable. Maintains strong partnerships with internal partners and external centers of influence to drive new business opportunities and identify ways to coordinate efforts to address client/prospect needs. Education and Experience Required
Bachelor\'s degree and a minimum of 7 years\' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years\' higher education and/or work experience, including a minimum of 3 years\' sales experience in the high-net-worth and/or ultra-high net worth client segment. Prior experience managing complex high-net-worth client relationships. Deep expertise in planning, investments, banking, or fiduciary Proven track record of implementing wealth management strategies with clients. Education and Experience Preferred: Securities licensing, CFP, CTFA, CPA designation MBA (Master\'s degree in Business Administration) or JD (Juris Doctor) Qualifications
Education Bachelors (required) Know Your Rights notice: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr