AnchorageRecruiter Since 2001
the smart solution for Anchorage jobs

Wealth Management Director

Company: TDL Staffing
Location: Anchorage
Posted on: October 13, 2019

Job Description:

Wealth Management Director
Wealth Management Director for statewide financial institution will be responsible for the overall direction, coordination, and administration of the Trust & Investment Services Department-Manages and directs all trust and investment management activities, including the development of new trust and investment management business, and coordinates implementation of department policies to promote the growth and profitability of the Trust & Investment Services Department.
This individual will be in a leadership role and must have a desire to grow and expand responsibilities as the bank advances. As such, the Director of Wealth Management must be able to work effectively with all stakeholders to accomplish goals including growth, new business, and client retention.
General Description of Duties:

Leads and manages relationship development and sales efforts of the Trust & Investment Services Department, set department and trust officer business development goals to meet corporate objectives; provides coaching, mentoring, training and monitoring to ensure trust and 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.
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 the 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.
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.
Reviews and recommends acceptance or rejection of potential fiduciary responsibilities of the Trust Department based on regulatory requirements.
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.

Annual Salary starting at $143,000.
Full benefits package: Medical, Dental, Vision, 401k, 9 paid holidays plus 29 PTO days.
Minimum qualifications include:

A Bachelor's degree in business or related field.
Ten years of trust, investment or wealth management experience in progressively responsible positions.
Four years of management experience.
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.

EOE.recblid qt85ki04js3h3a47af084caj6metwa

Keywords: TDL Staffing, 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


Manager - Surgical Progressive Care Unit
Description: Description SHIFT: Mixed rotating weekends br br SCHEDULE: Full-time br br OurMission- Above all else, we are committed to the care and improvement of humanlife. br For us,it's all about (more...)
Company: Alaska Regional Hospital
Location: Anchorage
Posted on: 10/20/2019

Director of Nursing
Description: Director of Nursing opening in Anchorage, Alaska. This and other nursing administrator jobs brought to you by NursingJobCafe.com OverviewThe Director of Nursing works with the Medical Director to ensure (more...)
Company: WellPath
Location: Anchorage
Posted on: 10/20/2019

Branch Operations Manager - Will Train Anchorage 2065059
Description: We are looking for a Branch Operations Manager No experience needed, we will train you Your journey with us will start off as a Branch Manager Trainee, quickly progressing into
Company: NetHire
Location: Anchorage
Posted on: 10/20/2019


Case Management Travel Registered Nurse: Great Pay, Benefits
Description: Jump into your next adventure with Vero. Vero is a company for travel nurses, founded by experienced nurses. Vero is your partner for the journey ahead. Our passionate healthcare recruiters work relentlessly (more...)
Company: Vero Travel Nursing
Location: Anchorage
Posted on: 10/13/2019

Travel RN-Case Manager
Description: Case Manager opening in Anchorage, Alaska. This and other nursing administrator jobs brought to you by NursingJobCafe.com Position: RN-Case Manager - Travel Location: Anchorage, AlaskaShift: 8A to 4:30PDuration: (more...)
Company: All Medical Personnel
Location: Anchorage
Posted on: 10/21/2019

Vice President, Human Resources
Description: ul li Partner with corporate and subsidiary management to shape subsidiary and corporate-wide business strategy.----Develop supporting workforce strategies and lead tactical execution. li Drive (more...)
Company: Advance Financial
Location: Anchorage
Posted on: 10/13/2019

RN / Registered Nurse / Alaska / Any / Travel RN-Case Manager Job
Description: Position: RN-Case Manager - Travel Location: Anchorage, AlaskaShift: 8A to 4:30PDuration: 13 WeeksJob Details ul li RN license li BLS required li 2 years required li Required to float between (more...)
Company: All Medical Personnel
Location: Anchorage
Posted on: 10/14/2019

Wealth Management Director
Description: Wealth Management Director 13 Wealth Management Director for statewide financial institution will be responsible for the overall direction, coordination, and administration of the Trust Investment (more...)
Company: TDL Staffing
Location: Anchorage
Posted on: 10/13/2019

Travel Nurse RN - Case Management - $2,210.00 per week
Description: NurseFly Travel Nursing with Travel Nurses, Inc. is seeking a case management travel nurse for a travel nursing job in Anchorage, AK: br - Specialty: Case Management br - Title: RN br - Start Date: (more...)
Company: NurseFly Travel Nursing
Location: Anchorage
Posted on: 10/21/2019

Director of Operations - Own a Franchise
Description: Directors of Operations: Make
Company: CMP.jobs
Location: Anchorage
Posted on: 10/20/2019

Log In or Create An Account

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

Anchorage RSS job feeds