Head of Wealth Management

Description

The American Community Wealth Management (ACWM) Senior Vice President - Head of Wealth Management leads strategy, advisor performance, growth, client relationship management, compliance, and key partnerships for the bank’s wealth management business.   Visit our website at https://www.amcomwealth.com/

What You’ll Do:

Set the direction. Develop and execute a Wealth Management strategy that supports the bank’s goals and creates opportunities for growth within and beyond the bank’s client base.

Lead and develop the team. Coach advisors and administrative staff, establish clear goals, and provide practical feedback that strengthens business development, client service, and professional growth.

Build lasting client relationships. Help the team attract and retain clients, deepen high-net-worth relationships, and expand business through referrals, networking, and collaboration across the bank.

Recruit for continued growth. Attract, develop, and retain talented advisors and support professionals.

Manage business results. Lead budgeting, forecasting, pricing, profitability, and incentive compensation analysis, using results to guide decisions and priorities.

Improve how we work. Evaluate products, technology, and processes to help the team work more effectively and deliver greater value to clients.

Strengthen key partnerships. Oversee relationships with providers such as Fidelity, address service issues, and support competitive offerings and a consistent client experience.

Provide compliance oversight. Oversee the compliance officer and program, working with legal, risk, audit, and compliance partners on monitoring, training, corrective actions, and regulatory examinations.

Connect across the bank and community. Build a collaborative, accountable team aligned with the bank’s Mission and Core Values, and represent the bank through community involvement and professional relationships.

COMPETENCIES:

• Business development and client relationship management
• Strategic leadership, organizational knowledge, and financial acumen
• Team leadership, coaching, and talent development
• Communication, collaboration, and interpersonal effectiveness
• Change leadership and technology adoption
• Product, process, and operational improvement
• Risk awareness, compliance knowledge, and ethical judgment

Requirements

What You'll Bring:

• 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.
• The 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.
• A relevant advanced degree or professional designation (CFP, CFA, or CPA) preferred.
• Experience with advisor recruiting, financial planning, wealth operations, partner oversight, and business financial management preferred.

American Community Bank & Trust (ACBT) is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, age, sex, national origin, non-disqualifying physical or mental disability status, genetics, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state or local laws. All employment decisions are made on the basis of qualifications, merit and business need. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Full-Time; Exempt 

This is an on-site role; our in-office culture prioritizes relationship-building and collaboration.

401k, Medical, Vision, Dental, Disability, Life, +

$190,000 - $250,000+ per year, commensurate with experience