VP, Wealth Advisor- Trust & Wealth - Bank OZK

Job Purpose & Scope:

Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement planning and corporate trust account new business.

 

Essential Job Functions:

1. Develops leads and referrals for revenue generating client investment and trust relationships.

2. Partners with retirement planning and corporate trust specialists to develop and build new business.

3. Establishes and maintains mutually beneficial business relationships with external referral sources and internal bank partners, such as branch bankers, lenders, and other Bank employees.

4. Meets with and educates Bank partners to position the value of Trust and Wealth capabilities.

5. Creates market-wide business development plan in conjunction with the Managing Director, Chief Development Officer, Investment Advisors, and other Trust officers in leadership roles.

6. Assists Trust officers with the development of individual business development plans. 

7. Provides management with insight on market industry trends, best practices, and product needs, and keeps abreast of changing economic, legal, financial planning, investment trends, and general market and business issues affecting affluent clients.

8. Establishes and maintains relationships with prospects and referral sources.

9. Coordinates and attends events as a representative of the Bank.

10. Ensures a high level of customer service is established and maintained.

11. Assures delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. 

12. Meets revenue, growth, and retention goals.

13. Serves as liaison for the Bank Marketing group, as requested.

14. Regularly exercises discretion and judgment in performance of essential job functions.

15. Maintains good punctuality and attendance to work.

16. Follows Bank policy, practice, and procedures.

 

Knowledge, Skills & Abilities:

1. Knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts.

2. Knowledge of retail credit and traditional retail bank products for the affluent market. 

3. Knowledge of regulatory issues and legal issues involving the day-to-day management of a Bank’s fiduciary function necessary to its successful operation.

4. Knowledge of policies and procedures related to the Trust function.

5. Ability to communicate effectively both verbally and in writing, including presentation skills.

6. Ability to demonstrate effective sales, interpersonal and relationship management skills.

7. Ability to lead in a team-oriented environment.

8. Ability to work effectively and demonstrate flexibility in a continually changing environment.

9. Ability to work independently to prioritize and complete assigned tasks and be self-motivated.

10. Ability to establish, manage and maintain effective business relationships.

11. Ability to adapt well to change and to implement change.

12. Ability to travel for business purposes.

13. Skill in using computer and Microsoft Office, including Word, Excel, PowerPoint, and Outlook.

 

Basic Qualifications:

1. Bachelor’s degree in business, pre-law, finance, or accounting, or commensurate work experience, required. 

2. 5+years of work experience in high-net-worth sales, or related business development experience in a financial, legal or nonprofit industry, required.

3. 5+years of work experience in self-sourcing investment management assets in a banking, broker-dealer or registered investment advisor related role, preferred.

4. Experience with Money Guide or other Financial Planning tools, preferred.

5. Professional designation (i.e., CTFA, CFP®), preferred. 

 

Job Expectations:

Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation.

 

Note:   This description is not an exhaustive list of all job functions, duties, skills, and job standards required.  Other job functions, duties, skills, and standards may be added.  Management reserves the right to add or change the job requirements at any time.

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EEO Statement:

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.