What are the responsibilities and job description for the Vice President, Market Manager, Wealth Management position at American Bankers Association?
Responsibilities
Develop analysis on new market opportunities within OME’s Wealth Management training business and lead strategic planning discussions by leveraging research, changing business conditions, and market trends to establish priorities with internal teams and communicate with senior leaders about marketing programs, strategies, and budget, ensuring effective operating plan implementation and results.
Create and enhance content quality, identify and expand target audiences (including private bankers, wealth planners and other wealth management practitioners), and coordinate with assigned Marketing Strategist to develop messaging plans addressing objectives across different channels and segments.
Establish working relationships with OME’s Membership and Relationship Managers to assist with developing new business sales, improving retention results, and designing training proposals (solutions) to support market / client training and development needs as defined.
Work directly with internal program managers, instructional designers, and professional certifications to partner with existing SMEs content development and assist with building bench of SMEs serving as instructors, speakers, and or advisory board members.
Serve as leader in the development and, when appropriate, the delivery of curriculum for the ABA Wealth Management and Trust Schools, in bank programs, online certificates, webinars, training shorts, and podcasts, as well as coordinate with advisory boards on core content topics for the Conference. (i.e., recommend appropriate topics and speakers / instructors and assist in program implementation)
Act as a business partner to ABA’s Center for Securities, Trust and Investments to stay current with ABA’s policy positions and initiatives.
Qualifications :
Bachelor’s degree required, Master's degree in related field preferred.
10 years of related experience with at lease seven years experience in wealth management with speaking or teaching experience preferred; recognition as an SME in the space strongly preferred.
Intimate understanding of traditional and emerging wealth management roles and responsibilities, non-bank competition, and how they are differentiated.
Strong professional judgment and discretion that comes from years of experience in this field.
Familiarity with the latest trends, technologies, and methodologies in offering wealth management products, services, and or vendor solutions.
Excellent communication skills.
Ability to think creatively and innovatively.
Budget management skills and proficiency.
Analytical skills to forecast and identify trends and challenges.
Wealth Management professional designation (i.e., CTFA, CFA, CFP, etc.) preferred.
Proficiency with social media and networking platforms preferred.
Ability to travel (
Target Salary Range : $, - $,
Salary Band Range : 00 - $,.00 - $,.00
American Bankers Association (ABA) is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, age, sex, marital status, gender identity, sexual orientation, disability, protected Veteran status, personal appearance, political affiliation, family responsibilities, or any other characteristic protected by applicable law.
ABA encourages and celebrates diversity so if you are motivated, hardworking and want to make a difference, come as you are!
