Overview

Company
Vista Bank
Location
Dallas, Texas, United States
Vista Bank

Business Services & Consulting • Dallas, Texas, United States

Chief Wealth & Trust Leader (Remote-Friendly)

Dallas, Texas, United StatesPosted 18 hours ago
RemoteBusiness Services & Consulting

About the Role

NBH Bank is seeking a President of Wealth Management to oversee day-to-day client relationship management, reviews, and cash/investment monitoring. The role includes mentoring Trust and Wealth Advisors and establishing best practices and department strategy.

The ideal candidate has extensive banking and wealth management experience, CFP/CFA licenses preferred, and may require driving responsibilities. A strong leadership and analytical skill set is essential.

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What You'll Do

NBH Bank is seeking a President of Wealth Management to oversee day-to-day client relationship management, reviews, and cash/investment monitoring.
The role includes mentoring Trust and Wealth Advisors and establishing best practices and department strategy.
The ideal candidate has extensive banking and wealth management experience, CFP/CFA licenses preferred, and may require driving responsibilities.
A strong leadership and analytical skill set is essential.

Skills & Technologies

Business Services & Consulting