Senior Vice President of Wealth President

Senior Vice President of Wealth President About the Company Highly regarded financial institution Industry Banking Type Privately Held About the Role The Company is seeking a visionary SVP, Wealth President to lead its wealth management operations. This high-impact, high-visibility leadership role is focused on driving strategy, mentoring a high-performing team, and championing innovation across all areas of wealth management, including planning, trust, compliance, and client service. The successful candidate will be responsible for setting the strategic vision, driving performance, and ensuring the organization remains agile and responsive to market trends, regulatory changes, and competitive activity. A key aspect of the role is to recruit and cultivate top advisors and wealth professionals who are committed to excellence, and to leverage cutting-edge technology and best-in-class processes to enhance client outcomes and operational efficiency.

The ideal candidate will have over 10 years' of progressive experience in bank-based wealth management, with a proven track record of leadership success and a strong focus on team building and performance. A Bachelor's degree is required, with advanced credentials such as an MBA, CFP, JD, or CTFA being highly preferred. Deep knowledge of trust administration, fiduciary standards, and compliance requirements is essential. The role demands a results-driven, self-starter mindset with strong strategic thinking and attention to detail, and the ability to work closely with other business lines to deliver comprehensive financial solutions. Travel Percent Less than 10% Functions Finance Strategy