Managing Director of Wealth Management Client Experience
Phoenix, AZ or other available bank branch within Arizona
$175K-$250K Pending experience, skills, and location
Excellent Company with amazing benefits, company perks, growth opportunity, and collaborative environment
MUST HAVE: 15+ years of wealth management experience
MUST HAVE: Prior leadership experience and track record of growing operational efficiencies for client account growth
Sunflower Bank, N.A is looking for an energetic, highly motivated individual to fill the position of a full-time Managing Director of Wealth Management Client Experience at our Phoenix, AZ branch or any Arizona bank location available.
Summary
The Managing Director of Client Experience is responsible for exceptional client experience by optimizing operational efficiency and leveraging engagement metrics and ensuring seamless service delivery. Operational activities range both a regional bank with multiple offices across the western US as well as expanding current RIA platform. The candidate must have detailed knowledge of operations and administration as well as the ability to interface with the firm’s RIA and Wealth Management department for the delivery of investment solutions to its clients.
The candidate must have exceptional leadership as well as written and verbal communication skills and the ability to positively interact with clients, applicable regulatory bodies and all divisions of Sunflower Bank, N.A.
Primary Responsibilities
Direct the operations management function, assisting that manager with the development of workflows for the seamless integration of activities across corresponding activitiesMaintain best-in-class operational delivery to enhance current customer relationshipsReview and interpret Wealth Management documents to assist the managers and administrators with the proper set-up and delivery of Wealth Management servicesDevelopment and maintenance of reports documenting policies and procedures that cover all products and services of the department across multiple supervisory channelsEvaluate with various partners the impact on business offerings, services, and procedures from periodic reviews and regulatory (OCC, SEC, FINRA, etc.) or other change factor.Design and execute a comprehensive client experience strategy aligned with the company's goals and objectivesUtilize client feedback and data analytics to identify areas for improvement and implement effective solutionsCollaborate with cross-functional teams to ensure a seamless and consistent client experience across all touchpointsParticipate in new product development, and identify opportunities to enhance Wealth Management activitiesManage pricing models and profitability for Wealth Management customer relationshipsCoordinate expenses of the Wealth Management department within targeted profit plan levelsStudy state and federal laws related to the industry and ensure that the department conducts business according to new regulations that arise.Assist with the tracking of training, certifications, and other key requirements for bank and RIA personnel.Review client documents for compliance purposes.Assist in resolving and responding to client complaints.Receive and review expense items for payment authorizationDevelop and disseminate meaningful status updates to management and corresponding committeesMonitor and report on Wealth Management activities regulatory compliancePerform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.Understand the bank’s mission, organizational structure, employee orientation guide, bank security, policies and procedures and standards of conductResponsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.Understand and participate in the Bank’s Community Reinvestment Act program.Perform other duties as assigned.Education / Experience
Bachelors Degree15 years of Wealth Management experience in a management capacityExperience growing operational efficiencies and scalability for client account growthCompletion of relevant professional designations (eg, AIF, CIP, CTFA)Proven leadership and ability to develop managers and staffMust have a professional appearance and mannerMust be self-motivated and able to develop a performance cultureMust be able to work flexible hoursTravel estimated at 20-30%Must be bondable.The salary range for this position is $175k to $250k pending knowledge, skills, abilities, experience, and location.
Sunflower Bank Benefits
Employees enjoy outstanding benefits, including:
401(k) Plan with 6% MatchHealth/Dental/Vision InsuranceCompany-paid Life InsuranceTuition ReimbursementFitness ReimbursementPaid Time OffVolunteer LeavePaid HolidaysPlus many more employee perks & incentives!People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team. If you qualify, apply online at www.sunflowerbank.com/careers.
You’ve never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
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Managing Director of Wealth Management Client Experience
Phoenix, AZ or other available bank branch within Arizona
$175K-$250K Pending experience, skills, and location
Excellent Company with amazing benefits, company perks, growth opportunity, and collaborative environment
MUST HAVE: 15+ years of wealth management experience
MUST HAVE: Prior leadership experience and track record of growing operational efficiencies for client account growth