Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
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Job Description:
At Regions, the Private Wealth Management (PWM) Leader is responsible for leading a team of Wealth and/or Trust Advisors in obtaining profitable results, growing revenue, new business development, expense management while ensuring sound risk practices.
Primary Responsibilities
Demonstrates expertise of the overall Private Wealth Business Model and creates an Area- specific business plan designed to meet and exceed client needs, meet financial budgets, while concurrently enhancing PWM brand awareness in their local market
Ensures the execution of Perpetual Discovery, Pre and Post call plans, celebrating critical wins and championing accountability of key operating principles with the foundation of Client Planning in every circumstance
Champions the recruitment and retention of top talent
Effectively manages expenses, always striving for the most efficient approach to business operations
Responsible for oversight of the advisory team, and meeting targets including: internal and external referrals, Regions360 and QHH growth, Revenue Growth, COI development
Creates individual advisor assessment plans and implements specific guidelines that describe the responsibilities, performance standards and individual development goals for each member of the advisory team
Participates in and observes client interactions of each advisor and provides timely feedback through tailored coaching sessions
Proactively mitigates all risks to the Area's business including, but not limited to the following risk types: Compliance Risk, Credit Risk, Legal Risk, Liquidity Risk, Market Risk, Operational Risk, and Reputational Risk
Ensures that all advisor activities are conducted in accordance with the guidelines of all applicable rules and regulations pertinent to the financial services industry
Monitors the performance of the advisory team by leveraging a system of reports and communications involving sales reports, cyclical sales meetings, and sales updates
Develops the team through motivation, coaching, skills development/training, and product knowledge
Advises senior management on maximizing business and partnership relationships and creates an environment where client experience and associate experience can flourish
Typically manages a mid-size to large advisor team, providing oversight for associated customer relationships, revenue, and territories
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
Ten (10) years of experience in Private Wealth Management or Financial Services
Preferences
Master's degree in related field
Previous management experience
Personal Trust expertise
Private Wealth Leader to cover both the Austin and San Antonio markets
***This role may be filled at a higher level***
Position Type
Full time
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
