Head of Wealth Management

American Community Wealth Management•Crystal Lake, IL

5d•Onsite

About The Position

The Senior Vice President – Head of Wealth Management leads strategy, advisor performance, growth, client relationship management, compliance, and key partnerships for American Community Wealth Management. This role develops and executes a wealth management strategy aligned with the bank’s goals, leads and develops advisors and administrative staff, and supports client attraction, retention, and growth, particularly among high-net-worth clients. The position also manages business results, evaluates products and processes, oversees provider relationships, and provides compliance oversight. The role is on-site, with an in-office culture that prioritizes relationship-building and collaboration.

Requirements

At least eight years of client relationship wealth management or related financial services experience, including team leadership and demonstrated success in advisor coaching, client retention, and business growth.
Experience administering or overseeing a regulated compliance program.
Strong relationship-building, communication, financial analysis, and problem-solving skills.
A bachelor’s degree in finance, business, economics, or a related field; relevant experience may substitute under bank hiring practices.
Ability to obtain and maintain licenses and registrations appropriate to the role, as determined by Compliance and counsel; these may include Series 7, 24, 63, and 65 or 66.

Nice To Haves

A relevant advanced degree or professional designation such as CFP, CFA, or CPA.
Experience with advisor recruiting, financial planning, wealth operations, partner oversight, and business financial management.

Responsibilities

Develop and execute a Wealth Management strategy that supports the bank’s goals and creates growth opportunities within and beyond the bank’s client base.
Coach advisors and administrative staff, establish goals, and provide feedback to strengthen business development, client service, and professional growth.
Help the team attract and retain clients, deepen high-net-worth relationships, and expand business through referrals, networking, and collaboration across the bank.
Attract, develop, and retain talented advisors and support professionals.
Lead budgeting, forecasting, pricing, profitability, and incentive compensation analysis, using results to guide decisions and priorities.
Evaluate products, technology, and processes to improve team effectiveness and client value.
Oversee relationships with providers such as Fidelity, address service issues, and support competitive offerings and a consistent client experience.
Oversee the compliance officer and compliance program, collaborating with legal, risk, audit, and compliance partners on monitoring, training, corrective actions, and regulatory examinations.
Build a collaborative, accountable team aligned with the bank’s Mission and Core Values, and represent the bank through community involvement and professional relationships.