What are the responsibilities and job description for the President Wealth Management & Trust position at NPAworldwide?
In this role, you will be the driving force behind the department's growth and success.
You will develop and implement a strategic plan for the department, lead, train, and mentor your team, and build relationships within the organization, particularly with private banking.
Additionally, you will foster relationships with existing and potential clients through community events and professional centers of influence.
Given that investment is a crucial aspect of wealth management, you will oversee investment strategies and portfolio management, ensuring that the department operates with compliant processes and procedures.
