What are the responsibilities and job description for the Wealth Management position at Banking / Lending/ Financial Services?

10 years of experience in wealth management, trust, or related financial services.

Proven leadership experience, including managing teams and overseeing P&L.

Experience in oil & gas trust accounting (minimum three years).

A track record of introducing new products or innovative processes in wealth management.

Experience developing referral programs within a banking environment.

Strong knowledge of compliance and regulatory requirements in the trust and wealth management space.

Lead the wealth management division, developing and executing strategic initiatives.

Expand regional presence by collaborating with bank branches, commercial lenders, and CLOs.

Develop and implement programs to drive internal referrals.

Work closely with the Trust Committee and external investment managers to oversee investment strategies.

Strengthen compliance measures to meet heightened regulatory expectations, particularly in MRB-related areas.

Serve as a visible community representative, fostering relationships and driving new business opportunities

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Job openings at Banking / Lending/ Financial Services

Financial Analyst

Banking / Lending/ Financial Services

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A bachelor’s degree in Finance, Accounting, or a related discipline. At least 5 years of professional experience in fina...

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