Position Goals:

The Senior Wealth Manager role requires the ability to deliver comprehensive financial advice and planning to clients and prospects. This individual will collaborate with other team members and clients' external advisors to execute, monitor and adjust plans according to clients' needs. The Senior Wealth Manager will be responsible for retaining or attaining the status of collaborative center-point for assigned clients through a comprehensive approach, including financial planning, wealth transfer and tax strategies, and in some instances administration of trusts, estate planning and settlement along with other fiduciary duties. The position will also be responsible for retention and expansion of existing relationships and the development of new wealth management business, focusing on Whole Bank Delivery to meet clients' needs. The Senior Wealth Manager may serve as an informal mentor and local subject matter expert to Wealth Managers and Associate Wealth Managers.

Essential Duties and Responsibilities:

1. Ability to provide comprehensive financial advice to sophisticated and/or sensitive Private Wealth relationships
2. Uphold and advise relationships based upon fiduciary administrative standards
3. Develop new business and confer with potential customers
4. Develop relationships with client's other advisors such as attorneys, advisors, consultants, and other financial services providers; become the collaborative center point to provide comprehensive planning and advice
5. Make recommendations to leadership concerning matters on pricing, operations, and overall relationship enhancement opportunities
6. Serve as the local mentor for financial planning guidance
7. Engage in professional development through continuing education, seminars, conferences and related training to promote skill growth and to maintain certifications within guidelines as established by management
8. Ensure compliance with federal, local and company policies and procedures
9. Participate in or serve on department and/or bank committees
10. Complete other assignments and/or projects as directed by management

Position Requirements:

Education - Bachelor's degree in finance, accounting, management or a related field

Experience - Five (5) or more years of experience in a wealth manager, financial planner or equivalent role

Other - None

Preferred Requirements:

Graduate degree in a business related field or Juris Doctorate (JD)

Industry related certification(s) i.e. Certified Financial Planner, Certified Wealth Strategist or other recognized designation(s)