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JOHNSON BANK Wealth Manager in MADISON, Wisconsin

JOB REQUIREMENTS: Overview The Wealth Regional Manager is responsible for leading high performing wealth management teams to meet or exceed revenue and growth goals. This position will drive the business development and client service/retention initiatives for JFG by developing and executing on a holistic regional strategy. This is a Senior Leadership \"player/coach\" role accountable for the team\'s execution of wealth strategy and revenue growth Key Responsibilities: Responsible for meeting/exceeding new business development, client referral, cross lines of business penetration and retention goals for multiple wealth teams. Build and maintain a book of high-net worth clients with Financial Planning, Investment Management and Fiduciary needs. Manage of the regional team of Wealth Advisors specializing in Financial Planning, Portfolio Management, Financial Advisory and Fiduciary Services to meet/exceed performance expectations; monitor and hold staff accountable for their performance and their actions. Participates in wealth leadership initiatives to develop and promote the strategic vision of JFG\'s Wealth Management division. Enable partnerships with key JFG lines of business and aid the wealth advisory team in building relationships with bank and insurance partners. Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercising sound judgment. Create and maintain a strong community presence to raise JFG\'s regional profile. Develop and maintain strong working relationships with JFG business partners to enhance the client\'s total JFG relationship resulting in measurable market share growth. Create and sustain an environment which supports teamwork and mutual respect. Develop and maintain knowledge of JFG products and services; actively cross-sells full breadth and depth of products. Management Standards Effectively communicate performance expectations; monitor and hold staff accountable for their performance and their actions. Act as a Coach\' for associates to leverage strengths and understand and identify gaps in performance; conduct one-on-one meetings and timely appraise performance. Provide development opportunities for staff aligning with their career goals and develops bench strength\' for key positions. Proactively recruit and maintain a pipeline of candidates who display requisite job skills and exhibit values consistent with Johnson Financial Group. Create and sustain an environment which supports teamwork and mutual respect. Communicates to team: corporate updates, business updates, etc. and conducts regular, meaningful team/department meetings. Monitor and maintain appropriate staffing levels to efficiently execute department responsibilities. Uses financial information to identify and implement cost containment or... For full info follow application link. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/68FF3E7964314F55

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