Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The President & Senior Wealth Officer is a senior leadership role responsible for overseeing Trust and Wealth Management functions, impacting business growth and team development.
Responsibilities and impact
The role involves leading a team of 20+ direct reports including Wealth Management Advisors and support staff, mentoring team members, optimizing workflows for client and advisor experience, growing the business, and facilitating cross-functional collaboration to achieve company goals.
Experience and skills
Requires 15+ years of leadership experience in Trust and Investment, with preferred designations such as CFP, CTFA, JD, or MBA.
Work environment and culture
The position is full-time in-office with some flexibility, emphasizing leadership, mentorship, and collaborative execution.
Company information
Financial Recruiters International is a recruiting firm specializing in financial sector placements.
Team overview
The candidate will oversee a team of 20+ direct reports including Wealth Management Advisors, Trust & Estate Officers, Investment Advisors, and administrative staff.
Job location and travel
Northern Indiana, full-time in-office with flexibility.
Unique job features
The role uniquely combines leadership across Trust and Wealth Management with a focus on integrating specialized knowledge to optimize client outcomes.
Company overview
Financial Recruiters International is a specialized recruitment firm focusing on the financial services industry. They connect top-tier financial professionals with leading companies, offering services such as executive search, talent acquisition, and career consulting. Established in the early 2000s, the company has built a reputation for its deep industry knowledge and extensive network. They generate revenue through placement fees and consulting services, ensuring a tailored fit for both clients and candidates.
How to land this job
Position your resume to highlight extensive leadership experience in Trust and Wealth Management, emphasizing oversight of large teams and strategic growth initiatives.
Focus on your ability to mentor and develop team members, optimize workflows, and drive business growth, as these are key goals for the role.
Apply through multiple platforms including Financial Recruiters International's corporate website and LinkedIn to maximize your application visibility.
Connect on LinkedIn with current leaders or team members in the Trust and Wealth Management divisions at Financial Recruiters International; use ice breakers like commenting on recent company initiatives or asking about leadership culture.
Optimize your resume for ATS by incorporating keywords from the job description such as 'Trust,' 'Wealth Management,' 'Leadership,' 'Mentoring,' and 'Business Growth' to ensure it passes automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailored applications, find the best channels to apply, and identify LinkedIn connections for networking, saving you valuable time during your job search.
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