Managing Director, Wealth
$150,000–$215,000 year
HybridClayton, Missouri, United States
Job Summary
Lead a local Wealth Advisory team to drive new business development, achieve revenue targets, and deliver first-class wealth management services including investment, financial, trust, estate, and tax planning. Create and implement sustainable growth programs while coaching associates to expand technical knowledge and relationship skills. Oversee team delivery of solutions for individuals, families, and institutional clients, ensuring service excellence and long-term retention. Manage staffing, performance reviews, and career pathing to foster professional growth. Coordinate cross-functional initiatives with Commercial Lending, Retail, and Mortgage lines to enhance wallet share and identify new opportunities. Conduct regular risk analyses on the client book and lead market-specific business development efforts. Participate in community activities to strengthen local partnerships and brand awareness. Comply with all Bank policies, regulations, and The Busey Promise standards.
Required Qualifications
- four-year college degree
- 7+ years Wealth Management / Financial Advisory experience
- 3+ years of private wealth advisory team leadership experience
- demonstrated progression of an expanded client base
- consistently exceeding revenue targets
- Ability to Make strategic and independent decisions for the benefit of the team
- Ability to Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
- Ability to Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
Desired Qualifications
- Prior team leadership experience
- Professional designations, including CFP, CFA, CPA, CTFA, and/or MBA
- Experience or demonstrated understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax and identification/implementation of additional wealth planning opportunities
- On-going development and broadening of appropriate knowledge and skills
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