Managing Director Wealth Management
Overview
Lead a team of wealth professionals to drive revenue growth and deliver top-tier service to clients at Busey Bank. Own and execute a comprehensive new business development program targeting organic growth, leveraging team-based selling and in-house investment expertise. Manage a book of business, strengthen client retention, and expand wallet share through proactive relationship management. Coach and develop the team, ensuring excellence in service and compliance with CFP and CFA standards. This role also builds community partnerships and enhances brand presence across the Dallas market.
What You'll Do10
- 1Drive new business development in the Dallas market, leading the Wealth Advisory team to achieve revenue targets and deliver first-class wealth management services.
- 2Create and implement a sustainable new business development program focused on significant organic growth using a team-based approach.
- 3Review team proposals and presentations for new business opportunities, ensuring quality and alignment with client goals.
- 4Oversee team delivery of wealth management services and solutions to ensure service excellence and long-term client retention.
- 5Develop and coach team members to expand their knowledge base and relationship management skills, maximizing value and service delivery.
- 6Coordinate with internal partners to identify new opportunities and expand wallet share with the existing client base, collaborating across lines of business.
- 7Stimulate tailored, goal-based investment programs and comprehensive financial plans for clients, partnering with the in-house investment and financial planning teams.
- 8Plan and implement client recognition and prospecting events to strengthen relationships and generate new leads.
- 9Participate in community activities and organizations to build awareness of the Busey Wealth Management brand and support local partnerships.
- 10Comply with all bank and wealth management policies and regulations; conduct risk analysis on the assigned book of business to increase retention and identify new opportunities.
Requirements8
- 17+ years experience in Wealth Management or financial advisory roles.
- 23+ years leading a private wealth advisory team preferred.
- 3Bachelor's degree in a related field required; advanced degree preferred.
- 4Professional designations such as CFP, CFA, CPA, or CTFA preferred.
- 5Strong sales track record with expertise in prospecting, profiling, overcoming objections, negotiation, team selling, and closing.
- 6Deep knowledge of investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, and tax.
- 7Ability to make strategic and independent decisions, with strong oral and written communication skills.
- 8Demonstrated ability to analyze and interpret business periodicals, professional journals, and technical procedures.
Salary Insight
$185 - $230k per year
Location
Required Skills
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