Wealth Regional Market President

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 

If you are interested and qualified for this role, we invite you to apply.

The Wealth Regional Market President is responsible for driving outstanding sales generation and client service through managing, coaching, and guiding Wealth Advisors, Private Client Bankers, and Wealth Associates in a defined market while creating strong collaboration with business partner leaders to grow Yellow Cardinal Advisory Group.

• Establish sales goals, define and manage to success formulas, coach and educate business partners.
• Routinely assist on pre-call planning, client/prospect appointments and post-call debriefs to provide outstanding real-time coaching and feedback.
• Develop and implement sales strategies specific to assigned markets.
• Implement and maintain necessary systems infrastructure to support Wealth and Private Client  facing associates including group email, telephone/call center, support case tracking and other technologies. Become proficient within our systems to provide support to the team.
• Provide leadership and direction to the Wealth Associates who provide day to day support to client facing associates. Leverage strengths and understand and identify gaps in performance. Provide development opportunities for staff to align with their career goals and develop a bench strength for key positions.
• Deliver on implemented KPI’s with a focus on continual improvement to enhance the internal and external client experience.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• Bachelor’s degree in Business or other related field of study.
• Minimum of 10 years Financial Services experience.
• Technically sound with demonstrated knowledge and understanding of servicing Wealth and Private Clients and investment management client needs, operational processes and key systems needed to support the Wealth client. Knowledge and understanding of key performance metrics.
• Relevant experience in managing sales and client service teams.
• Ability to achieve high level results while adhering to Enterprise Risk Management (ERM).

Preferred Knowledge and Skills

• Outstanding leadership and collaborative qualities.
• Master’s degree in Business preferred.
• Advanced designation such as CFP® or ChFC® preferred.

Level of Complexity and Scope

• Problems faced are moderately to highly complex in nature

Degree of Independence and Decision-Making

• Works with limited supervision
• Applies guidelines with proficiency and effectively manages workflow of team
• Collaborates with senior and executive roles

Required Supervisory Responsibilities

• Manage a team of Wealth Advisors, Private Client Bankers, and Wealth Associates, including hiring, retaining, and managing ongoing performance of the team.

Physical Requirements

• Sit and work on a computer for long periods of time
• Converse with clients
• Occasionally lifts and carries up to 50 lbs.
• Frequently lifts and carries up to 10 lbs.
• Frequently sits, stands, walks and drives
• Driving as needed

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. 

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.