Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors

Tompkins Community Bank•Village/Town of Mount Kisco, NY

36d•Onsite

About The Position

The Director of Wealth Management Talent Acquisition & Development provides strategic leadership for talent acquisition, onboarding, and advisor development initiatives across Tompkins Financial Advisors. This role is responsible for attracting and integrating high-performing wealth management professionals, supporting advisor growth and retention, and advancing organizational expansion through strategic recruiting and acquisition opportunities. Working closely with executive leadership and cross-functional partners, the Director develops scalable talent strategies that enhance advisor performance, strengthen organizational capability, and support TFA’s long-term growth objectives.

Requirements

Minimum of ten (10) years of progressive experience in wealth management, talent acquisition, recruiting, talent strategy, or a related financial services discipline required.
Demonstrated success recruiting experienced financial advisors, advisory teams, or revenue-producing professionals with transferable books of business.
Strong knowledge of the wealth management industry, including bank wealth management platforms, Registered Investment Advisors (RIAs), broker-dealers, and competitive recruiting practices.
Proven ability to build and maintain relationships with senior-level professionals and executive stakeholders.
Strong communication, negotiation, influencing, and relationship-management skills.
Demonstrated ability to lead cross-functional initiatives and work effectively across multiple markets and business functions.
Must be able to travel throughout the Tompkins footprint.

Nice To Haves

Experience leading advisor onboarding, transition management, integration, or talent development initiatives preferred.

Responsibilities

Lead and execute talent acquisition strategies focused on attracting experienced wealth advisors, business development professionals, and advisory teams.
Build and maintain pipelines of qualified candidates aligned with business growth objectives.
Strengthen TFA’s market presence and reputation as an employer of choice within the wealth management industry.
Manage the full recruitment lifecycle from sourcing through successful hire and transition.
Develop and oversee standardized onboarding programs that promote a consistent experience across all markets.
Coordinate cross-functional activities to support smooth advisor transitions and integration.
Monitor onboarding effectiveness and implement continuous improvements to accelerate productivity and engagement.
Design and implement advisor development programs focused on business development, client acquisition, and professional growth.
Partner with leadership to identify organizational capability gaps and development needs.
Support succession planning, career pathing, and retention strategies for key talent.
Partner with executive leadership to identify and pursue individual, team, and firm acquisition opportunities.
Lead advisor and team engagement efforts related to transition opportunities and platform capabilities.
Support due diligence, transition planning, and successful integration of acquired talent and assets.
Collaborate with business leaders, operations, compliance, technology, and client service teams to align talent initiatives with organizational objectives.
Establish scalable processes and frameworks that support growth, consistency, and operational effectiveness.
Drive continuous improvement in talent acquisition, onboarding, and development practices.