Senior Private Wealth Strategist

Simmons Bank•Franklin, TN

About The Position

This position ensures that Private Wealth accounts are administered appropriately and works closely with clients, their professional advisors, and account portfolio managers. The role maintains contact with major client relationships, administers accounts of medium to high complexity, and collaborates with portfolio managers to ensure appropriate asset allocations and review meeting schedules. It also works with bankers and legal and accounting professionals to develop new trust and investment management clients, and ensures appropriate accountings are provided to necessary parties. If serving in a Team Lead role, the position supervises assigned associates, including hiring, performance management, salary recommendations, new-associate training, and staff skill development. The role also assists with budget preparation, participates in civic, community, banking, trust, and legal organizations, and ensures departmental documents and activities comply with applicable laws, regulations, policies, and procedures, including completion of required compliance training. Other duties and responsibilities may be assigned. The job description notes that duties may change at any time with or without notice.

Requirements

A BS/BA degree from an accredited university or college, or six or more years of experience in wealth management.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to read and interpret procedure manuals, general business correspondence or journals, and government regulations.
Ability to read, analyze, and interpret financial reports or legal documents.
Ability to write business correspondence, routine reports, and procedures.
Ability to respond in writing to customer complaints, regulatory agencies, or members of the business community.
Ability to effectively speak and present information in one-on-one and small-group situations to customers, clients, and other employees.
Good oral and written communication skills.
Good problem-solving skills and the ability to develop creative solutions.
Computer skills in MS Word, Excel, and Outlook.

Nice To Haves

Specialized training courses related to investments, financial planning, estate administration, or another trust-related field.

Responsibilities

Maintain a high level of contact with major client relationships.
Administer assigned accounts, which are generally of medium to high complexity.
Work with portfolio managers to ensure asset allocations and review-meeting frequency are appropriate for major client relationships.
Work with other bankers and legal and accounting professionals to develop new trust and investment management clients.
Ensure appropriate accountings are provided to necessary parties.
When serving as a Team Lead, perform supervisory duties for assigned associates, including hiring, performance management, salary recommendations, training new associates, and staff skill development.
Assist in budget preparation.
Participate in civic, community, banking, trust, and legal organizations.
Ensure departmental documents and activities comply with applicable laws, regulations, policies, and procedures, including completing required compliance training.
Perform other duties and responsibilities as assigned.