Director of Private Wealth Markets
sb simmons bank
📍 fort worth texas dallas texas united states🕐 30d ago🔗 workday
Job Description
It's fun to work in a company where people truly BELIEVE in what they're doing!
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_We're committed to bringing passion and customer focus to the business._
This position directs Private Wealth sales and operations, and leads associates within the assigned market.
**Essential Duties and Responsibilities**
* Provides direction, oversight, and leadership for the departments within the Trust Division for assigned market.
* Develops and implements a business development plan and budget for the managed area.
* Maintains a high level of contact with major client relationships within the managed area.
* Manages assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships.
* Supervises the trust associates in the managed area, ensuring that they have the necessary training to perform and complete their duties within the appropriate guidelines.
* Participates in civic, community, banking, trust, and legal organizations
* Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
* Performs other duties and responsibilities as assigned.
**Qualifications**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
**Skills**
* Ability to read and comprehend simple instructions, short correspondence, and memos.
* Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals or government regulations.
* Ability to read, analyze and interpret financial reports and/or legal documents.
* Ability to write simple-to-business correspondence, procedures, and routine reports.
* Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community.
* Ability to speak effectively, present information, and respond to questions in one-on-one and small or public group situations, to customers, clients, employees, and managers.
**Education and/or Experience**
* BS/BA Degree (4 year) from an accredited university/college, plus
* Six to eight years of experience as a trust manager/officer
* People management experience strongly preferred
**Computer Skills**
* MS Word and Outlook
**Certificates, Licenses, Registrations**
* CPA, CFP, Law Degree or ABA designation, in the area managed, is preferred.
**Other Qualifications** (including physical requirements)
* Must have good interpersonal skills-the ability to manage people.
* Must have good communication skills.
* Must have good sales skills.
**Other**
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.
_Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications._