Job Description
With over a century of service in Texas, Oklahoma, and Colorado, this family-owned organization is deeply rooted in the community and is consistently expanding. With $1 billion in assets, significant growth opportunities are available for those seeking to advance their careers. The team is now looking for an SVP, Director of Wealth Management to help steer future success.
Ideal SVP, Director of Wealth Management:
The organization is looking for an SVP, Director of Wealth Management to join their Dallas team. This individual should be more than just a manager— they should be a visionary 'agent of change' with a proven track record of success. Responsibilities include serving as a relationship manager, fiduciary advisor, and managing the Trust exam with Bank examiners.
Requirements for this SVP, Director of Wealth Management position:
- 10+ years of demonstrated fiduciary client service/sales success
- Cannabis banking experience is a strong plus
- Support a book of accounts exceeding 250 accounts and $350MM in assets
- Administer complex fiduciary accounts, including real estate, farms, ranches, and oil & gas interests
- Handle clients with multi-generational trusts, multiple residences, complex gifting requirements, litigation concerns, multiple co-trustees, and family and professional advisors
- Must pass a background and credit check
- Graduate degree (e.g., JD or MBA) or professional licenses (e.g., CTFA, CFP, CPA) required
- Oil and Gas Trust Accounting experience preferred
- Must currently work for a Bank or Credit Union
- Mortgage candidates will not be considered for this position
If you would like to be considered for this career growth opportunity, please confidentially email your resume via this website, or directly to me at elise@sandiasexecutivesearch.com I can be reached directly at (505) 465-8210 (call or text).
We are Sandias Executive Search, an employee-owned company now marking our 27th year of exemplary placement services. We have been named one of Albuquerque’s Fastest Growing Companies a record eleven years in a row and one of Albuquerque’s Best Places to Work. Our mission is to work with the best candidates and companies in the industry with professionalism, integrity and confidentiality. For more information, visit www.hirebankers.com.