Wealth Regional Market President

First Financial Bank • Maineville, OH • 4h ago

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

The Wealth Regional Market President is responsible for driving outstanding sales generation and client service through managing, coaching, and guiding Wealth Advisors, Private Client Bankers, and Wealth Associates in a defined market while creating strong collaboration with business partner leaders to grow Yellow Cardinal Advisory Group.

Establish sales goals, define and manage to success formulas, coach and educate business partners.

Routinely assist on pre-call planning, client/prospect appointments and post-call debriefs to provide outstanding real-time coaching and feedback.

Develop and implement sales strategies specific to assigned markets.

Implement and maintain necessary systems infrastructure to support Wealth and Private Client facing associates including group email, telephone/call center, support case tracking and other technologies. Become proficient within our systems to provide support to the team.

Provide leadership and direction to the Wealth Associates who provide day to day support to client facing associates. Leverage strengths and understand and identify gaps in performance. Provide development opportunities for staff to align with their career goals and develop a bench strength for key positions.

Deliver on implemented KPI's with a focus on continual improvement to enhance the internal and external client experience.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

Bachelor's degree in Business or other related field of study.

Minimum of 10 years Financial Services experience.

Technically sound with demonstrated knowledge and understanding of servicing Wealth and Private Clients and investment management client needs, operational processes and key systems needed to support the Wealth client. Knowledge and understanding of key performance metrics.

Relevant experience in managing sales and client service teams.

Ability to achieve high level results while adhering to Enterprise Risk Management (ERM).

Preferred Knowledge and Skills

Outstanding leadership and collaborative qualities.

Master's degree in Business preferred.

Advanced designation such as CFP or ChFC preferred.

Level of Complexity and Scope

Problems faced are moderately to highly complex in nature

Degree of Independence and Decision-Making

Works with limited supervision

Applies guidelines with proficiency and effectively manages workflow of team

Collaborates with senior and executive roles

Required Supervisory Responsibilities

Manage a team of Wealth Advisors, Private Client Bankers, and Wealth Associates, including hiring, retaining, and managing ongoing performance of the team.

Physical Requirements

Sit and work on a computer for long periods of time

Converse with clients

Occasionally lifts and carries up to 50 lbs.

Frequently lifts and carries up to 10 lbs.

Frequently sits, stands, walks and drives

Driving as needed

Compliance Statement

Similar Jobs

Electrical Installation Foreman (100% Travel)

DEMATIC CORP. • Cincinnati, OH • 32min ago

IT & Engineering

Dematic is seeking a talented Electrical Foreman. Be a part of a growing team at Dematic! In this position you will have the opportunity to work on different customer projects and locations. The employee may be based any...

32min ago

Go to Apply

Senior Electrical Engineer (Renewables)

WSP USA • Cincinnati, OH • 32min ago

IT & Engineering

This Opportunity WSP is currently initiating a search for a Senior Electrical Engineer (Renewables) to join our Power & Energy team in Cottonwood Heights, UT. The following location will also be considered: Boise, ID...

32min ago

Go to Apply

Hiring Entry Level Assembler & Material Handler For Jabil - $18-$20.70/Hr - IMMEDIATE START!

Aerotek • Fort Mitchell, KY • 56min ago

Manufacturing & Warehouse

Hiring Entry Level & Mid-Level Material Handlers/ Assemblers - 1st or 3rd Shift - Pay $18 - $20.70/Hr - Florence, KY. Description: Follow detailed verbal or written instructions. Perform basic, standardized, and repe...

56min ago

Go to Apply

Hiring Entry Level Assembler & Material Handler For Jabil - $18-$20.70/Hr - IMMEDIATE START!

Aerotek • Covington, KY • 56min ago

Manufacturing & Warehouse

56min ago

Go to Apply

Entry-level Lube Tech/Technician (Part Time)

Valvoline • Cincinnati, OH • 58min ago

Retail & Hospitality

ALL ROADS LEAD TO THIS OPPORTUNITY The journey to Valvoline Instant Oil Change (VIOC) is different for everyone. Our employees are students, recent grads, parents, part-time workers, veterans, career changers-who have al...

58min ago

Go to Apply

Entry-level Lube Tech/Technician (Part Time)

Valvoline • Cincinnati, OH • 58min ago

Retail & Hospitality

58min ago

Go to Apply

Environmental Field Chemist - Entry Level (InSite Chemist)

Clean Harbors • Cincinnati, OH • 58min ago

Location: Cincinnati, OH Starting Pay: $24.00-$24.50 per hour Schedule: Monday-Friday, Day Shift Position Type: Full-Time | Onsite Clean Harbors is seeking an Entry-Level Environmental Chemist (InSite Chemist) to support...

58min ago

Go to Apply

Entry-level Lube Tech/Technician

Valvoline • Amelia, OH • 1h ago

Retail & Hospitality

ALL ROADS LEAD TO THIS OPPORTUNITY The journey to Valvoline Instant Oil Change (VIOC) is different for everyone. Our employees are students, recent grads, parents, veterans, career changers-who have all found their way t...

1h ago

Go to Apply

Finance & Accounting - Custom App Dev - Director

PwC • Cincinnati, OH • 2h ago

Finance, Accounting & Banking

At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experien...

2h ago

Go to Apply

Equipment Finance Sales Coordinator - Sr

Huntington National Bank • Cincinnati, OH • 2h ago

Finance, Accounting & Banking

Description Summary: The Equipment Finance Sales Coordinator III coordinates with customers and Sales Representatives to ensure proper documentation is utilized, issues are handled timely and appropriately, and closings...

2h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)