What are the responsibilities and job description for the Wealth Management OOJ - 31191 position at Hatch Global Search?
Job Description
Wealth management is a combination of financial planning and investment strategies to help people grow and preserve their wealth. It involves analyzing a person's financial situation and creating a plan to help them achieve their financial goals.
Wealth Management
What You’ll Do
- 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.
Qualifications
What We’re Looking For
Why is This a Great Opportunity
Are you a forward-thinking leader with a passion for innovation in wealth management? This is an exciting time to join our team as we expand our offerings and enhance our strategic vision. With a strong foundation in place—our recent trust exam went exceptionally well with no significant findings—we’re looking for a dynamic professional to help us drive growth, introduce new products, and strengthen our regional presence.
Why Join Us?
OOJ - 31191
