A family-owned and operated Bank in Central TX seeks a new leader to be their President of Trust & Wealth. This is a $2.4 Billion operation with $1 Billion in Assets Under Management ($850 Million of that in Trust). The role will have a total of 20 direct reports. This role involves strategic planning, team leadership, client relationship oversight, and collaboration with other departments to drive growth and achieve organizational goals.
President of Trust & Wealth minimum requirements include:
- Extensive experience in investment management, trust services, team building, and a deep understanding of the regulatory environment.
- Previous leadership and management of a Trust & Wealth team.
- Must reside in TX or have had extensive experience working in the TX market (relocation assistance will be provided).
- Must be willing to be extremely involved in the communities in the area.
- Professional designations such as JD, CTFA, and CFP are desirable.
Recruiter: Greg McDowell
Call or text: 314-949-6400
Or to book 10 to 15 minutes on my calendar https://calendly.com/Greg-Recruiter-007