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! ------------------------------------------------------------------------------- _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._