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Senior Management Opportunity
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Executive Job Title | Senior Management Opportunity |
Type of Registrant | Recruiter |
Location | New York City |
Industry & Function 1: | Financial-Banks-Investment&VentureCapital - INVESTMENT-Chief-Officer-Analyst-Trader-Broker |
Industry & Function 2: | Financial-Brokerage/Mut.Fund/Securities/MoneyMgmt - SALES-MANAGEMENT-and-SALES |
Compensation | $300,000 to $600,000 |
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Executive Job Description | Senior Management Opportunity
Candidates must have a successful track record of integrating the trust and financial planning departments.
Overview
* Top tier, successful, wealth management firm * Senior executive management team member * Integrate, develop and manage financial planning and trust departments * Extensive communication with national heads of trust and financial planning * Position available in NYC or NJ
Responsibilities
* Provide strategic, high level planning and thought leadership * Work with regional and national SVP’s on strategic business planning initiatives * Coordinate trust, investment management, financial planning and other private banking services to expand fee based offerings * Manage and train existing staff of 25 professionals; add additional headcount as needed * Provide extensive guidance, direction and training toward successful business development strategies * Implement and oversee cross selling strategies between trust, financial planning and other private banking professionals
Requirements
* 15+ year’s relevant experience * Proven track record in growing a business unit * Excellent management and communication skills
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