Managing Director - Hudson Valley Market

Tompkins Community Bank•Mount Kisco, NY

5d•$180,000 - $220,000•Onsite

About The Position

Responsible for the management and business development of Tompkins Financial Advisors (TFA) in an assigned market. Expected to ensure an exceptional client experience with complete wealth management services including planning, investments and trust services; lead wealth management business development efforts within the market; oversee or manage assigned wealth management accounts in accordance with legal requirements, and department policies and procedures; prepare and/or supervise the preparation of various reports, forms, and other written information; manage profitability; participate as a member of senior management at TFA in overall policy and planning decisions. Collaborate with colleagues across the company.

Requirements

Bachelor’s degree required
Minimum of five (5) years of relevant experience required.
Comprehensive knowledge of current wealth management regulations, fiduciary standards, and industry best practices.
Exceptional interpersonal and communication skills with the ability to build, influence, and maintain strong, long-term client and stakeholder relationships.
Proven track record of driving business growth, profitability, and strategic market development.
Demonstrated leadership capability to inspire, coach, and hold teams accountable for achieving business objectives.
Ability to collaborate effectively across multiple business units and with diverse stakeholders, including clients, Centers of Influence (COIs), senior leadership, and peers.
Strong strategic thinking, problem-solving, and decision-making skills, coupled with creativity and adaptability in a fast-paced environment.
Commitment to fostering an inclusive, client-centric culture and promoting continuous improvement and innovation.

Nice To Haves

advanced degree (MBA, CFP, CTFA, or equivalent) preferred.
Progressive experience in wealth management, financial services, or related leadership roles preferred.

Responsibilities

Oversee Tompkins Financial Advisors (TFA) operations in the assigned market.
Ensure delivery of complete wealth management services (investments, trust, estate, and financial planning).
Coordinate with other Tompkins Financial Corporation business units to provide comprehensive client solutions.
Lead efforts to grow TFA’s client base and market presence.
Build and maintain relationships with Centers of Influence (COIs) such as accountants and attorneys.
Mentor and support Wealth Advisors to strengthen business development capabilities.
Formulate goals and strategies for the market within TFA’s framework.
Direct implementation of plans and approved changes.
Participate in senior management policy and strategic planning decisions.
Ensure adherence to legal requirements and internal policies.
Maintain awareness of legislative changes impacting wealth management.
Establish management controls and monitor compliance.
Monitor income, revenue, and expenses to maintain profitability.
Assess account profitability and take corrective actions.
Develop marketing programs to enhance TFA’s public image.
Build and manage a successful business development team.
Conduct regular performance reviews and hold team members accountable.
Foster collaboration across departments and with external stakeholders.