What are the responsibilities and job description for the SVP of Wealth Advisory position at tsbank?
Job Description:
TS Banking Group is seeking to hire an SVP of Wealth Advisory for TS Prosperity Group and Collins Consulting business units.
The SVP of Wealth Advisory is the senior executive responsible for leading, integrating, and scaling TS Banking Group’s wealth related businesses, including Fiduciary & Trust Services, Financial Planning & Advisory, and Tax, Accounting & Business Services. This leader ensures that all Wealth functions operate as a unified Wealth Marketplace—delivering consistent client experiences, driving cross-selling, improving advisor time allocation, and supporting sustainable revenue and AUM growth across the entire organization.
Education/Experience: Bachelor’s Degree from a four-year college or university, 5-10 years in wealth management leadership, ideally spanning areas of investment advisory/ AUM based business, financial planning, fiduciary/trust services, tax preparation, tax planning or business advisory required. Preferred designations CPA, CFP, CTFA, JD/LLM (Tax), or equivalent advanced designation. Proven operator with strong process discipline, CRM/pipeline management capability, and P&L fluency.
Location: On-Site, Council Bluffs, IA