Wealth Management-Relationship Manager

Overview:

If you're an experienced professional with strong relationship skills and a passion for business development, apply today to make a meaningful impact!

Responsibilities:

• Manage, expand, and enhance relationships with existing Wealth Management clients to ensure that we recognize and are responsive to their current and evolving needs and expectations. This will involve managing a portfolio of clients.
• Engage in traditional business development activities.
• Develop new and deepen existing relationships with external centers of influence, including but not limited to trust and estate attorneys, other attorneys, external money managers, and CPAs.
• Develop and nurture relationships with internal centers of influence, including Commercial/Business lenders, Executive Banking, Treasury Management, Mortgage, and Retail in pursuit of Full Banking Relationships.
• Represent the Organization by being active in the community. Participate in service organizations, community activities, outings, and networking functions to promote a positive organization image and to generate leads for new business efforts.
• Participate in Trust Investment Committee meetings as needed.
• Perform all other duties as assigned

Upholds OFFICER Leadership Expectations:

• Supports and actively participates in the bank’s leadership philosophy
• Actively coaches and mentors other associates
• Continually develops knowledge, skills and abilities through internal and external training programs
• Actively participates in Bank and Department meetings
• Perform all other duties as assigned or requested
• Provide ongoing guidance to other departments

Other Responsibilities:

• Complete all annual bank security and compliance training.
• Adhere to Bank Security guidelines as required for this position.
• Always maintain confidentiality of client information
• Stay current on all compliance regulations.

Qualifications:

• Bachelor’s Degree and a minimum of 5 years of similar work experience
• Highly developed relationship management skills
• Possess reasonable working knowledge of wealth management industry, including issues and regulations
• Understand the liabilities associated with the bank acting as a fiduciary for individuals and entities
• Has previous successful business development experience
• Exceptional verbal, written and interpersonal communication skills
• Excellent organizational and time management skills with the ability to provide leadership and training
• Knowledge of Microsoft Office Suite: Word; Excel; PowerPoint; and Database software
• Ability to read, write, understand and speak English clearly
• Ability to contribute to a positive, professional work environment
• Ability to represent the organization in a professional, positive manner

Preferred Qualifications:

• Graduate degree in Finance, Accounting, Marketing or Business or Juris Doctorate
• Well-networked in our primary geographic markets
• CTFA, CFP, CPA, or JD
• Established knowledge expert in investments and/or related areas of planning (i.e. written/spoken on topics, provided training or legal assistance in this area)
• Previous work experience in wealth management

This is a full time role between the hours of 8:00 AM to 5:00 PM Monday through Friday. Flexibility in scheduling may be needed on occasion.

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.

If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.