| Location: |
CA-San Francisco
West Coast (CA, OR, WA, AK & HI) |
| Salary Range: |
150,000-175,000 |
| Bonus & Incentives: |
up to 100% of base |
| Position Responsibilities: |
Wealth Management Market Leaders are responsible for the performance of the Trust and Wealth Management business including growth, client retention, economic management and risk management. The WMML leads a team of professionals that offer competencies, including the integration of fiduciary knowledge, wealth and estate planning, and investment knowledge, in the delivery of advisory-based services to clients in collaboration with Wealth Management Consultants, Private Client Consultants, Investment Managers, Private Bankers, Regional Insurance Specialists and Centers of Influence. The WMML typically is responsible for overseeing the largest and most complex trust and wealth management offices within the Private Bank segment of Wealth Management. Key focus areas are on new business acquisition, developing and implementing wealth plans, collaborating in setting up and administering estate and personal investment management and trust accounts, and retaining and developing client relationships to their fullest potential by cross-selling Private Bank services |
| Education and Certifications/Licenses: |
Doctorate, CTFA, CFP, CFA, LLM, or JD |
| Mandatory Minimum Qualifications: |
?? Minimum of 12 years experience in the Wealth Management arena
?? Minimum of 3 years management experience
?? Must have wealth planning, trust, estate, taxation and
investment knowledge
?? CTFA, CFP, CFA, LLM, or JD
|
| Preferred Qualifications: |
|
| Additional Comments: |
|
| Benefits: |
std
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
Yes |
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