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


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


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.


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


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.

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


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