Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The EVP of Wealth and Trust is a senior leadership role responsible for overseeing Trust and Wealth Management functions in the Chicago and Northern Indiana markets, impacting business growth and team development.
Responsibilities and impact
The role involves leading a team of 10-20 direct reports including Wealth Management Advisors and support staff, mentoring team members, optimizing workflows for customer and advisor experience, growing the business, and facilitating cross-functional collaboration to achieve firm objectives.
Experience and skills
Requires 15+ years of leadership experience in Trust and Investment, with preferred designations such as CFP, CTFA, JD, or MBA considered a plus.
Company information
Financial Recruiters International is a recruiting firm, not the direct employer for this position.
Team overview
The candidate will lead a team of 10-20 direct reports including Trust & Estate Officers, Investment Advisors, and administrative support staff.
Job location and travel
The position is based in the Chicago and Northern Indiana markets.
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 wealth management and trust, emphasizing oversight of teams with 10-20 direct reports including advisors and support staff.
Focus on demonstrating your ability to develop and mentor team members, optimize workflows for improved client and advisor experiences, and drive business growth.
Apply through multiple channels such as Financial Recruiters International's corporate career site, LinkedIn job postings, and relevant financial industry job boards to maximize exposure.
Connect with senior leaders or team members in the Wealth and Trust division at Financial Recruiters International on LinkedIn; ice breakers could include asking about recent initiatives in wealth management or commenting on their leadership approach to trust services.
Optimize your resume for ATS by incorporating keywords from the job description like 'Wealth Management', 'Trust', 'Leadership', 'Mentorship', 'Client Experience', and specific designations like 'CFP' or 'CTFA' if applicable.
Use Jennie Johnson's Power Apply feature to automate applying across multiple platforms, tailor your resume for ATS, and identify LinkedIn contacts to network with, allowing you to focus your time on preparing for interviews and strategy.
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