Director of Private Wealth Markets
Fort Worthonsitedirector
Posted today · via Workday
About this role
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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is director-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Fort Worth. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included