Regional Manager, Wealth Management - Tulsa, Oklahoma United States - 20645



JOB DESCRIPTION

Job #: 20645
Title: Regional Manager, Wealth Management
Job Location: Tulsa, Oklahoma - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Bonus up to 30%
Employer Will Recruit From: Nationwide
Bank trust department, trust companies.
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


Regional Manager Wealth Management

Our client, a privately held regional bank seeks to hire a Regional Manager of Wealth Management for one of its highest performing wealth management regions.  You will inherit a strong team of brokerage, investment management, and trust professionals.  Some of the top sales performers are in this location. This position is located in a small community, part of the Tulsa MSA.  It is known for its good schools and easy family life.

JOB DESCRIPTION

As Regional Manager, Wealth Management you will: 

  • Manage brokerage, investment management, and trust
  • Communicate and lead implementation of company vision and wealth management vision
  • Participate with local bank management to achieve bank and wealth management goals
  • Oversee adherence to compliance by self and direct reports
  • Oversee hiring of officers and staff
  • Meet revenue goals
  • Train and mentor staff

QUALIFICATIONS

As Regional Manager, Wealth Management you will have:

  • Previous successful experience management of a wealth management group including trust administration.
  • Successful experience leading sales
  • FINRA Series 7, 63, and 65 or 66 are required
  • FINRA Series 24 or Series 9 and 10 or obtain FINRA Series 24 in the first year.
  • MUST HAVE trust administration experience
  • Life Health and Variable Annuity Insurance license required
  • Bachelor’s degree required, advanced degree a plus, certifications a plus.

Education:
University - Bachelor's Degree/3-4 Year Degree

APPLY NOW FOR THIS JOB

Our recruiters are currently seeking to fill this position and hundreds like this in our network. If you are a match you'll be contacted with additional details.

We value your privacy and will never share your information with any employer without your consent.

Send your profile and resume to the recruiter who posted this job. You may include a cover letter to introduce yourself.

Cover Letter Text:

5,000 character limit