CarmelRecruiter Since 2001
the smart solution for Carmel jobs

Managing Director, Private Wealth Advisory - Indianapolis

Company: Busey Bank
Location: Carmel
Posted on: November 9, 2019

Job Description:

The Managing Director Private Wealth Advisory will work in close partnership with Wealth Management leadership and a Wealth Advisory team to support growth initiatives of the Company. These initiatives are centered around new client acquisition as well as maintaining the relationships of current accounts. In addition, this role directs associates responsible for assessing the financial opportunities that fit private wealth management clients and involving associates in other lines of business who can satisfy these opportunities. Duties and Responsibilities Responsible for sales and implementation of wealth management services including investments, banking, trust and estate products to core clients. Lead service team to ensure client satisfaction and service quality according to Busey Promise. Effectively manage client relationships. Motivate Associates to consult with clients regarding legal, tax, investment, financial planning, and general administration of their accounts, specifically guided by the Client Engagement Model. Stimulate the development of appropriate individualized investment programs for clients, including partnering with the in-house investment team to ensure appropriate investments on an ongoing basis. Develop a sustainable new business program through implementation and inspection of calls, visits, and outside contacts within the community/branch market for membership in the Private Client program and other lines of business. Maintain relationships with private wealth management clients who do not have an existing relationship with either Busey Wealth Management or Business Banking and serve as support to relationships that currently do exist within other departments. Plan and implement client recognition and prospecting events at the team level. Participate in community activities and organizations to enhance the Wealth Management's community image. Stay informed of all Bank and Wealth Management policies and applicable state and federal regulations. Qualifications Knowledge of: Strong sales and client service skills Strong oral and written communication skills Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals Strong relationship management and team building skills Ability to: Make independent decisions Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required Education and Training Requires a four-year college degree and preferably completion or enrollment in desirable wealth management designations, including MBA, CFP, CFA, and/or CPA. Requires experience or demonstrated understanding of wealth management solutions including investments, banking and trust concepts including, but not limited to asset allocation, portfolio reviews, basic estate planning, retirement plans, insurance and identification/implementation of additional wealth planning opportunities. On-going development and broadening of appropriate knowledge and skills. EOE of Minorities/Females/Vets/Disability

Keywords: Busey Bank, Carmel , Managing Director, Private Wealth Advisory - Indianapolis, Executive , Carmel, Indiana

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Executive Jobs

Accounting & Reporting Manager, Healthcare Division
Description: We Are Hiring Accounting Reporting Manager, Healthcare Division - Healthcare Accounting - Full-Time, Days - 4040 MSC - Indianapolis, INWhy Join Ascension Ascension is a faith-based healthcare organization (more...)
Company: Ascension, C59
Location: Indianapolis
Posted on: 11/15/2019

Construction Project Manager
Description: Construction Project Manager br If you are a Construction Project Manager with experience, please read on br br Based in beautiful Indianapolis Indiana we are a well-established and fast-growing (more...)
Company: CyberCoders
Location: Indianapolis
Posted on: 11/15/2019

Assistant Manager
Description: At Taco Bell, we're hungry for Mas. Mas Heart, Mas Flavor and Mas Value. If you want Mas in your life read on br br Think About it br ul br br li Do you know how to inspire and engage (more...)
Company: Taco Bell
Location: Indianapolis
Posted on: 11/15/2019

National Account Manager
Description: At SUPERIOR, we act like we own the company because we do. We are a 100 employee-owned organization that thrives on a culture of cooperation, commitment, and stewardship. We shy away from 'this is the (more...)
Company: Superior Oil Company Inc
Location: Indianapolis
Posted on: 11/15/2019

Registered Nurse (RN) -Case Management
Description: We Are Hiring br br Registered Nurse RN -Case Management - Utilization Mgmt 001 - Full-Time Days - 250 W 96th Street - Indianapolis, IN br br 8am -4:30pm Monday thru Friday with rotating Holidays (more...)
Company: Ascension, B59
Location: Indianapolis
Posted on: 11/15/2019

Director of Healthcare Software Systems - Indianapolis
Description: DESCRIPTION 13 13 The Director of Healthcare Software Systems is primarily responsible for collaborating directly with leaders across the organization to identify, recommend, design, develop, implement, (more...)
Company: American Health Network
Location: Indianapolis
Posted on: 11/15/2019

Sr Manager GCP QA
Description: Recruiter Covance Location Indianapolis, Indiana US Salary Competitive Posted 17 Oct 2019 Closes 14 Nov 2019 Ref COVAGLOBAL35149EXTERNAL Discipline Clinical, Quality Result Type Jobs Position Type Permanent (more...)
Company: Covance
Location: Indianapolis
Posted on: 11/15/2019

Executive Director
Description: Forest Creek Village is seeking an Executive Director - HFA --- Bring your heart to work Caring people make the difference at American Senior Communities Compassion, Accountability, Relationships and (more...)
Company: American Senior Communities
Location: Indianapolis
Posted on: 11/15/2019

Workforce Manager - Cincinnati, OH Area
Description: GAYLOR ELECTRIC OUR VISION The HIGHEST PERFORMING national CONTRACTOR OF EXCELLENCE, providing unequaled project delivery, company wide best in class financial performance, with INSPIRED EMPLOYEES being (more...)
Company: Gaylor Electric
Location: Indianapolis
Posted on: 11/15/2019

Assistant Manager Trainee
Description: Position Summary...What you'll do...Drives the financial performance of assigned area by ensuring that sales and profit goals are achieved and implements plans to correct any deficiencies and scheduling (more...)
Company: Walmart
Location: Indianapolis
Posted on: 11/15/2019

Log In or Create An Account

Get the latest Indiana jobs by following @recnetIN on Twitter!

Carmel RSS job feeds