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This position directs Institutional Wealth sales and operations and leads associates across the footprint in the areas of employee benefits management, insurance, and corporate wealth.
Essential Duties and Responsibilities
Provides direction, oversight, and leadership for the Institutional Wealth Group within the Wealth Management Division.
Develops and implements a business development plan and budget for the group.
Maintains a high level of contact with major client relationships within the group.
Manages assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships.
Supervises Institutional Wealth associates within the bank’s footprint, ensuring that they have the necessary training to perform and complete their duties within the appropriate guidelines.
Participates in civic, community, banking, trust, and legal organizations.
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures as applicable to this position, including completion of required compliance training.
Performs other duties and responsibilities as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Skills
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals or government regulations.
Ability to read, analyze and interpret financial reports and/or legal documents.
Ability to write simple-to-business correspondence, procedures, and routine reports.
Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community.
Ability to speak effectively, present information, and respond to questions in one-on-one and small or public group situations, to customers, clients, employees, and managers.
Education and/or Experience
BS/BA Degree (4 year) from an accredited university/college, plus
Eight to ten years of experience as a leader in Retirement Planning Services, ERISA and an understanding of Employee Benefits
People management experience strongly preferred.
Computer Skills
MS Word and Outlook
Certificates, Licenses, Registrations
CPA, CFP, Law Degree or ABA designation, in the area managed, is preferred.
Other Qualifications (including physical requirements)
Must have good interpersonal skills-the ability to manage people.
Must have good communication skills.
Must have good sales skills.
Other
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies.