Senior Wealth Manager
The candidate will collaborate with other team members and clients’ external advisors to execute, monitor and adjust plans according to clients’ needs. Will be responsible for retaining or attaining the status of collaborative center-point for assigned clients through a comprehensive approach, including financial planning, wealth transfer and tax strategies, and in some instances administration of trusts, estate planning and settlement along with other fiduciary duties. The position will also be responsible for retention and expansion of existing relationships and the development of new wealth management business, focusing on Whole Bank Delivery to meet clients’ needs. May serve as an informal mentor and local subject matter expert to Wealth Managers and Associate Wealth Managers. Uphold and advise relationships based upon fiduciary administrative standards. Develop new business and confer with potential customers. Develop relationships with client’s other advisors such as attorneys, advisors, consultants, and other financial services providers; become the collaborative center point to provide comprehensive planning and advice. Make recommendations to leadership concerning matters on pricing, operations, and overall relationship enhancement opportunities. Serve as the local mentor for financial planning guidance. Engage in professional development through continuing education, seminars, conferences and related training to promote skill growth and to maintain certifications within guidelines as established by management. Ensure compliance with federal, local and company policies and procedures. Participate in or serve on department and/or bank committees. Complete other assignments and/or projects as directed by management. Ability to provide comprehensive financial advice to sophisticated and/or sensitive Private Wealth relationships required. Bachelor’s degree in finance, accounting, management or a related field required. 5 years of experience in a wealth manager, financial planner or equivalent role required. Graduate degree in a business related field or Juris Doctorate (JD) preferred. Bachelors or better in Finance or related field required. 5 or more years of experience in a wealth manager, financial planner or equivalent role required.
Requisition Number: SENIO004279
First Merchants Corporation
200 East Jackson Street
Muncie, IN 47305