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
The associate is responsible for meeting all compliance requirements imposed on
First Financial Bank by State and Federal law and regulation, as well as all
related First Financial Bank policies and procedures. This includes all Bank
Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting
requirements, as well as all other lending and deposit compliance requirements.
Development and Training
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of
our associates' holistic wellbeing. Please review our Benefits Guide
[http://secure.viewer.zmags.com/publication/4c2262e7#/4c2262e7/1].
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student
positions.
It is our policy to not discriminate against any individual in violation of
federal, state, and local laws as it relates to age, race, color, religion,
national origin, sex, marital status, pregnancy, gender identity, disability,
sexual orientation, genetic information, veteran/military service, or any other
characteristic protected by law.
We are an E-Verify Employer.