President of Wealth Management Greater Dallas, TX Area
About the Role
Greater Dallas, TX Area (Hybrid)(Dallas, Texas)
The Company is seeking a President of Wealth Management to oversee client relationship management and lead the growth and day-to-day operations of its trust and wealth business. Responsibilities include guiding and mentoring wealth advisors and trust administrators, developing and implementing fiduciary best practices and procedures, and supporting client estate and financial planning needs. The role also involves business development, market management, budget planning, and communication with senior leadership. The President will contribute to audit and regulatory examination preparation, department strategy, marketing activities, and evaluation of potential acquisitions. Candidates must have a bachelor’s degree or equivalent and at least 20 years of experience in banking, trust administration, or wealth management. A CFP®, CFA, or securities license is preferred. Strong leadership and recruiting abilities, sound judgment, analytical thinking, accuracy, and the capacity to manage multiple priorities are important. Candidates should also be comfortable working across computer systems and building relationships with clients, advisors, and colleagues.
Functions:
- CEO/President
About the Company
Regional community bank providing consumer, small business & commercial banking services
Industry
Banking
Type
Privately Held
employees
1001-5000