| Location: |
Wisconsin
Upper Midwest (MI, MN, ND, SD & WI) |
| Salary Range: |
90,000 - 115,000 |
| Total Compensation: |
120,000 - 145,000 |
| Job Description: |
Manages a profitable, growing region for Personal Trust Services, within the Wealth Management division. Leveraging 12 or more yrs. of experience in the supervision of business development; client services and Trust Admin., the successful candidate will supervise a staff of 30 to 40 people in a group, currently managing $1.3B (AUM). Great team and a dynamic, ultra affluent market! |
| Education and Certifications/Licenses: |
None, None, None |
| Mandatory Minimum Qualifications: |
Bachelors Degree & graduate level studies in Investments, Asset mgmt., etc. (ideally: Juris Doctor & CFP or CFA). Minimum of 10 to 12 years experience in Personal Trust or the Investment Advisory fields (IA: when fiduciary services are offered in the product mix.) Proven skills in Sales Management (leading by example!); proven effectiveness in coaching and developing staff. Effective in multi-tasked leadership role; superb verbal and written communications skills. |
| Preferred Qualifications: |
JD; 10 or more years experience managing Trust teams (supervising at a market or region level). Blend of Trust Business Development and Trust Admin. in the background. Some knowledge of Trust compliance issues is highly desirable. |
| Benefits: |
Very Competitive
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
No |
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