Senior Private Wealth Strategist

Simmons Bank • Fort Worth, TX

7h

About The Position

This position ensures that Private Wealth accounts will be administered appropriately. It also works closely with clients, their professional advisors, and their account’s portfolio manager. The role involves maintaining a high level of contact with major client relationships and administering accounts of medium to high complexity. The strategist works with other bankers and professionals in legal and accounting fields to develop new trust and investment management clients, and ensures appropriate accountings are provided. If in a Team Lead role, the individual is responsible for all supervisory duties of assigned associates, including hiring, performance management, salary recommendations, training, and skill development. The role also assists in budget preparation and participates in civic, community, banking, trust, and legal organizations. A key aspect is ensuring all departmental documents and activities comply with applicable laws, regulations, policies, and procedures, including completing required compliance training.

Requirements

• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.
• Ability to read, analyze and interpret financial reports and/or legal documents.
• Ability to write simple-to-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 in the organization.
• BS/BA Degree (4 year) from an accredited university/college or Six or more years of experience in wealth management.
• MS Word, Excel, and Outlook.
• Good oral and written communication skills.
• Good problem solving skills with the ability to develop creative solutions.

Nice To Haves

• Specialized Training Courses related to investments, financial planning, estate administration, or another trust-related field is helpful.

Responsibilities

• Maintains a high level of contact with major client relationships.
• Administers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships.
• Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients.
• Ensures that the appropriate accountings are provided to necessary parties.
• If in a Team Lead role, responsible for all supervisory duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff.
• Assists in budget preparation.
• Participates in civic, community, banking, trust, and legal organizations.
• Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
• Performs other duties and responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior