Executive Searches
Executive Vice President, Wealth
We are happy to announce that this search has been completed and we are no longer accepting candidates.
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Privately-Owned Financial Services Company
Position Summary:
The Executive Vice President, Wealth, will oversee all aspects of the Wealth business, including policies, objectives, and initiatives. This role will determine and implement strategies to achieve short- and long- term profitability and growth of the business line. The unique dynamic that exists between the bank and the RIA presents tremendous opportunity for the requisite leader to realize the value behind bringing the two closer together in a more unified strategy. This incoming leader will be the face of the wealth management platform externally, but he/she must also bring a strong combination of sales, strategy, operations, and execution internally.
Our placement has more than 20 years of wealth management experience and is a strategic leader deeply versed in all areas of wealth management with a very successful track record. She most recently served as the Managing Executive of a bank’s wealth management division, where she directed all aspects of the business, from product lines to risk management, overseeing a team of 300+. She brings deep and progressive experience in leading wealth teams and is a proven client advocate and culture-carrier. She is known for her entrepreneurial spirit and high-energy approach and excels in driving business outcomes and motivating high-performing sales teams.
