What are the responsibilities and job description for the Colorado Market Lead - Private Wealth Management position at MidFirst Bank - Default?
Responsible for high net worth client acquisition and management of those relationships in coordination with other business line specialists across MidFirst Bank. Engages practice experts in various lines of business to deliver products and services across the full breadth of MidFirst based on client needs. Establishes relationships with centers of influence and internal MidFirst partners. Consults with clients regarding their unique financial needs to help manage, preserve and transfer their wealth.
Salary Range: $125,000.00 - $175,000.00. Compensation is aligned to experience, skills and education. The bank offers a comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position. This position is expected to be posted through May 1, 2025. If the position has not been filled by the expected date, the date may be extended and will be updated on the job posting.
- Bachelor degree, preferably in finance or a business-related field of study
- 5 years of financial services product and service recommendation experience for services such as investment management, brokerage, private banking, wealth planning, trust, and individual retirement.
- 5 years of experience with high net worth client portfolios across a broad array of wealth management products and services
- 5 years working experience in trust and estate administration and planning required
- 5 years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired
- Existing book of business cultivated through personal business development efforts
- Strong management acumen with the ability to effectively lead a diverse team of professionals to include coaching, performance evaluations, problem solving, etc.
- Relationship management experience
- Experience teaming with specialists from different disciplines to meet the complex financial needs of clients
- Well-developed centers of influence network
- Advanced knowledge of trust and estate services and applicable laws
- CTFA or other trust certification desirable
- Working knowledge of trust accounting and related systems
- Proven business development skills
- Advanced proficiency in verbal and written communication
- Excellent attention to detail
- Ability to be effective under pressure
- Advanced ability to prioritize and multi-task
- Ability to professionally interact with all levels of employees and clients
- Ability to respect and hold confidential information
- Effectively work independently as required
- Establish priorities and follow through to completion
- Dependable, cooperative, flexible
Salary : $125,000 - $175,000
