AnchorageRecruiter Since 2001
the smart solution for Anchorage jobs

Wealth Management Director

Company: Lewis James Professional
Location: Anchorage
Posted on: January 17, 2020

Job Description:

Wealth Management Director Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Wealth Management Director for a direct-hire opportunity with a financial services client. Responsibilities : Leads and manages relationship development and sales efforts of the Trust & Investment Services Department, sets department and trust officer business development goals to meet corporate objectives; provides coaching, mentoring, training and monitoring to ensure trust & investment officers effectively execute business development program activities; helps establish and execute team calling strategies to support achievement of department business development goals. Develops and recommends Trust & Investment Services policies; formulates, updates and implements programs, procedures, and practices of the Trust & Investment Services Department in alignment with bank objectives; reviews and recommends new trust and investment services and products or the sunsetting of existing products/services in the current suite as appropriate based on profitability goals and business environment. Ensures all major efforts under his/her responsibility are successfully executed efficiently and cost-effectively, achieving the highest quality outcome(s) for the Bank; mitigating risk(s) and minimizing negative impact(s). Partners with other bank specialists to provide interdisciplinary expertise to clients when needed. Connects clients across all lines of business at the bank. Represents the bank in business activities and contacts with customers, attorneys, and beneficiaries relating to management of trust and investment management accounts; prepares technical proposals for presentation to existing customers and prospects, including individuals and institutions. Acquires, expands and retains customer relationships by identifying opportunities, strategizing proactive business development activities, cultivating referral networks, and focusing on viable target markets. Proactively builds and develops quality relationships with peers, subordinates, superiors, vendors, regulators, key contacts - including customers, prospective customers and centers of influence, and other associates and leaders within the community and the state. Administers accounts of special significance or with unusual problems; oversees administration of other Trust accounts. Reviews and recommends acceptance or rejection of potential fiduciary responsibilities of the Trust Department based on regulatory requirements. Oversees and is responsible for the preparation of reports of department activity and progress for the Trust Committee and Board of Directors. Keeps informed about the Trust industry, state statute changes, standards, best practices, trends and regulatory changes to ensure compliance with all applicable trust laws, rules, regulations, and practices Oversees and is responsible for the compilation of all information required for trust account and investment management, and individual account tax returns. Performs other work-related duties as assigned. Qualifications : Bachelor's degree in business or related field; ten years trust, investment or wealth management experience in progressively responsible positions; four years management experience. Energetic business builder who thrives and excels in a competitive industry. Preferred: MBA, JD, CFA or CFP; experience with and in-depth knowledge of the equity and fixed income markets; fifteen years trust, investment or wealth management experience in progressively responsible positions; six years' management experience. Proven sales success and strong business acumen. Dynamic and credible professional who communicates with clarity and has exceptional presentations skills. Familiarity with legal terminology and working knowledge of sound fiduciary principles required; word processing, spreadsheet and presentation software experience preferred. Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business. Ability to read, analyze, and interpret common professional and technical journals, complex financial reports, laws, and regulations. Ability to respond to inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write complex reports and business correspondence. Ability to make effective and persuasive presentations to top management, public groups, and/or boards of directors. Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. For immediate consideration, please click "Apply" - and use Job Code BHJOB11837_2136. You may also send a copy of your resume to: and enter only the following job code in the subject line: BHJOB11837_2136. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V -

Keywords: Lewis James Professional, Anchorage , Wealth Management Director, Executive , Anchorage, Alaska

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Salon Manager - South Anchorage Retail Plaza Center
Description: Salon ManagerGot shears and a winning attitude Have a yearning to earn and a desire to hire and support other stylists Then let's talk Maybe you're a stylist who wants more responsibility,
Company: Great Clips, Inc.
Location: Anchorage
Posted on: 01/24/2020

Project Manager/Sr. Analyst
Description: You're ready to do more. Your technical career has progressed and you want to have more influence in project choices, but you're not sure management is the right path for you. Perfect If challenging (more...)
Company: Resource Data
Location: Anchorage
Posted on: 01/19/2020

Senior Construction Project Manager
Description: Davis Constructors Engineers, Inc. seeks an experienced, motivated Senior Construction Project Manager to join our team of high achievers. With a number of high profile
Company: Davis Constructors & Engineers, Inc.
Location: Anchorage
Posted on: 01/22/2020


RN Case Manager
Description: Description SHIFT: No Weekends br br SCHEDULE: Full-time br br RN Case Manager - Full TimeAlaska Regional Hospital br Do you want to be a part of a family and not just anotheremployee Are you (more...)
Company: Alaska Regional Hospital
Location: Anchorage
Posted on: 01/19/2020

Vice President of Operations
Description: The Vice President of Operations plays a critical role for each site in helping the organization exceed industry benchmarks and provide a consistent, reliable service experience to our customers. This (more...)
Company: Food Services of America
Location: Anchorage
Posted on: 01/20/2020

Branch Manager
Description: ATC Group Services, an Atlas Company is currently seeking a Branch Manager to join our Anchorage, Alaska office.The Branch Manager will report to the Senior Vice President, Western Region. RESPONSIBILITIES (more...)
Company: ATC Group Services LLC
Location: Anchorage
Posted on: 01/21/2020

Neonatologist - Medical Director
Description: Overview Anchorage -- A City of Unparalleled Beauty Alaska Neonatology Associates, the only neonatology practice in Alaska, is seeking a neonatologist to serve as medical director as part of our team (more...)
Company: Pediatrix Medical Group
Location: Anchorage
Posted on: 01/24/2020

Guest Services Manager
Description: The TownePlace Suites by Marriott Anchorage Midtown hotel is a different kind of extended stay experience, designed for the self-sufficient, value-conscious guest. This extended-stay Anchorage, Alaska (more...)
Company: TownePlace - Anchorage
Location: Anchorage
Posted on: 01/24/2020

Management Trainee
Description: Job DescriptionIf you're looking to start your career with a company that grows their managers and leaders from within the organization, then the Enterprise Management Training Program is for you. Whether (more...)
Company: Enterprise Holdings
Location: Anchorage
Posted on: 01/22/2020

Senior Information Technology Project Manager
Description: Client: Hospital System Job Title: Sr. IT Project Manager Contract Duration: 1 year Location: Onsite in Anchorage, Alaska Background Desired: - Technology integration experience with healthcare, mergers (more...)
Company: AP Professionals
Location: Anchorage
Posted on: 01/24/2020

Log In or Create An Account

Get the latest Alaska jobs by following @recnetAK on Twitter!

Anchorage RSS job feeds