Regional Wealth Management Executive

Who are we?

For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily.

From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including “Giving Back, Giving Together,” to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.

Who are you?

You are a dynamic, visionary leader who lives and breathes relationship building and business development. We are currently seeking our next Regional Wealth Management Executive to lead the region by nurturing existing client relationships and driving new business opportunities. The ideal candidate is a strategic thinker with a proven track record in wealth management, eager to empower teams, drive growth, and make an impact. If you’re passionate about transforming client relationships into lasting partnerships and thrive in a fast-paced, results-driven environment, you might be the perfect fit for our team. Continue reading to learn more!

You will be responsible for:

• Developing and implementing business strategies that align with C&N’s goals for wealth management growth in the region.
• Overseeing and nurturing client relationships, ensuring high-quality service and long-term retention.
• Mentoring and developing a team of wealth management professionals to achieve strategic objectives.
• Collaborating with internal stakeholders to align sales, service, and referral strategies for optimal performance.
• Representing the organization in community and industry engagements to enhance brand reputation and drive cross-selling opportunities.

Requirements:

Education & Experience – You will need a bachelor’s degree from an accredited college or university (M.B.A. or M.A. preferred) AND 10-12 years of experience in wealth management, financial advisory, or private banking, with at least 5 years in a leadership role.

Required Certifications:
FINRA Series 7, 63 (at start), 65 and PA Insurance (within 6 months)

Recommended Certifications:
CFP, CTFA, CIMA, ChFC

Skills – You should possess well-developed abilities and a proven track record in the following areas:

• Exceptional written and verbal communication skills.
• Proficient in public speaking and engaging on social media platforms.
• Keen attention to detail and accuracy.
• Collaborative mindset with a strong client-centric focus.
• Actively contributes to team efforts, leveraging collective strengths to deliver outstanding client outcomes.
• Proven leadership and management experience in Wealth Management or Financial Services.

Key Competencies – The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:

• Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
• Ensures Accountability: Takes ownership, follows through on commitments, and holds self and others responsible for results.
• Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
• Manages Complexity: Analyzes situations, gathers data, and evaluates options to solve complex problems effectively.
• Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.
• Drives Vision & Purpose: Inspires optimism for the future, rallies support for organizational goals, and communicates a relatable and motivating vision.

Why C&N?

At C&N, we’re more than just a team – we’re a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.

• Achieve & Grow: Your success is our success. At C&N, you’ll grow alongside our customers as we work together to achieve meaningful goals.
• Learn & Develop: Collaboration is at the heart of what we do. You’ll learn from and with your teammates, fostering both personal and professional growth.
• Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
• Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities.

We’re proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award. At C&N, we live our values every day, creating a supportive, inclusive, and dynamic environment where you can thrive.

Comprehensive Benefits for Your Success:

At C&N, we offer more than just a competitive salary – our robust benefits package is designed to support your well-being, career growth, and work-life balance. Highlights include:

• Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
• Retirement Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
• Health & Wellness:
  • Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
  • Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
  • Employer-paid life and disability insurance.
  • Additional voluntary coverages to meet your unique needs.
• Career Development: Access to education and development programs and ongoing support for personal and professional growth.

With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.