Wealth Management Officer

Join a mission-driven organization that values community engagement, employee ownership, and long-term relationships, with a strong focus on service, leadership, and professional growth as a Wealth Management Officer. This is your opportunity to step into a strategic leadership role, where your expertise in trust administration, team development, and regulatory compliance will directly shape operational success and enhance client satisfaction. If you match the qualifications below, please apply today!

Work Model:

• On-Site
• 8:00 AM – 5:00 PM

What You Will Do:

• Recommend strategies to optimize revenue by monitoring financial trends
• Align services with client goals and firm offerings through cross-selling
• Implement and uphold wealth management compliance policies
• Mentor and lead wealth operation employees
• Provide performance feedback through regular check-ins
• Work with HR on hiring, training, and retention
• Ensure regulatory adherence by partnering with audit teams
• Resolve audit or operational risks and identify them proactively
• Create risk mitigation plans aligned with corporate policies
• Generate performance reports for leadership through KPI analysis
• Identify growth opportunities by analyzing competitors
• Update, communicate, and track progress and metrics

What You Will Need to Be Successful:

• Bachelor’s degree in business administration, accounting, finance, or a related area
• 8 to 10 years of experience in trust administration
• 3 to 5 years of experience in a supervisor or leadership position
• Financial expertise, including investment vehicles, stocks, bonds, dividends, and CDs
• Knowledge of legal processes and regulations regarding trust compliance
• Trust certifications (CTFA) are preferred
• Proficiency with Microsoft Office and Cheetah software is preferred
• Ability to manage, coach, and develop a team
• Effective communication, organization, and attention to detail
• Forward-thinking, strategic mindset with a commitment to ethics
• Keen eye for risk evaluation, compliance, and confidentiality

Benefits Overview:

• Health, dental, and vision insurance
• 401k
• PTO
• Employee Stock Ownership Plan
• Life & AD&D Insurance
• Long Term Disability Plan
• Paid Volunteer Hours
• Professional Development and Advancement Opportunities
• Employee Assistance Program

Interested and qualified candidates can contact Joye Moore at (319) 449-1200 or jmoore@thepalmergroup.com