Managing Director - Wealth Advisor
Company: Windward Recruiting
Location: Houston
Posted on: October 4, 2024
Job Description:
Managing Director - Wealth Management- Houston, TX
The Managing Director - Wealth Management is responsible for
leading and coaching a team of advisors, cultivating new client
relationships, and enhancing existing client partnerships. This
role would also serve as an ambassador in the community,
participating in professional associations and organizations in
creating community connections and ensuring exceptional client
service standards.
This role offers the opportunity to grow a strong client base in a
legacy institution, expand within a thriving community, and shape a
versatile, supportive team aligned with your vision.
DUTIES AND RESPONSIBILITIES
- Coach and mentor staff and advisors, fostering continuous
development and positive team relationships.
- Strong financial and emotional intelligence, seeking to both
support and challenge colleagues and hungry to build knowledge and
gain fresh perspectives.
- Cultivate a collaborative team environment focused on achieving
client service excellence and meeting goals while providing
personnel feedback and assisting in performance reviews.
- Coordinates communication across account teams and
institutional segments.
- Address diverse financial planning topics, including
investments, estate planning, taxes, cash flow, retirement
planning, and charitable giving.
- Manage CRM system maintenance for client portfolios, providing
additional training across various technical platforms as
needed.
- Deliver clear financial presentations to current, new, and
prospective clients.
- Ensure compliance with internal policies, and external
regulations and oversee tax document presentation and distribution
to clients.
- Achieve annual growth objectives through strategic asset growth
and client acquisition by leveraging relationships with community
and business leaders and managing the complexities of each
relationship.
QUALIFICATIONS
- Bachelor's degree in Business, Finance, or a similar field;
post-graduate degree preferred.
- JD, CFA, CPA or CFP not required but preferred
- Minimum 15+ years experience in financial services, client
management, and demonstrated sales success. Trust experience is
strongly preferred.
- Team-oriented, with unquestionable integrity, credibility, and
character with high moral and ethical behavior.
- Proven history of effectively generating leads, prospecting
opportunities, networking for introductions and successfully
closing deals.
- Ability to articulate a thorough understanding and strategy of
holistic financial services, with the ability to coach this to
other advisors.
- A skilled communicator with a demonstrated ability for
excellent presentation, time management, and organizational
abilities, with a robust community presence and a well-established
network of personal and business contacts.
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Keywords: Windward Recruiting, Pearland , Managing Director - Wealth Advisor, Executive , Houston, Texas
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