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Wealth Management Director of Wealth Strategies

Company: HTLF
Location: Carol Stream
Posted on: May 14, 2022

Job Description:

The WM Director of Wealth Strategies is the senior expert providing thought leadership, structure, training, and support for the critical elements of financial planning process and the efficient delivery throughout the HTLF Wealth Management footprint. As subject matter expert, they are responsible for developing analytical insights, strategies, and content related to tax, estate and financial plans. This includes the training and education of HTLF Wealth Advisors, as well as developing plans for clients with great complexity. The ability to motivate and lead cross-functional teams, provide superior support to the sales process, and effectively communicate with executive leadership and C-suite clientele is critical. The WM Director of Wealth Strategies is a key member of the PCS management team and has an integral role in improving the current environment and fostering change and innovation that will ensure HTLF achieves growth plans and other business goals. Primary Responsibilities Senior expert in a variety of planning strategies such as estate planning, equity-based compensation, asset protection, multi-generational wealth transfer, tax management, gifting, business succession, wealth replacement, insurance, qualified plans, and non-qualified deferred compensation. Provides resources and essential support/oversight to HTLF Member Banks in the development and communication of financial advice, including making recommendations to the WM team, Wealth Advisors, and directly to high-net-worth WM clients of Member Banks. Manages a team of Wealth Strategists who can support Wealth Advisors and can interact and communicate with senior leadership and high-net-worth clientele. Makes presentations on planning strategies and related topics via webinar, written reports and meetings, as requested by the Member Banks. Develops and implements policies, procedures, and workflow that enhance the ongoing administration and delivery of the planning process across all WM segments. Works directly with business partners and affluent clients that require more complex planning and advice. Ensures quality control and accuracy of advice. Monitor and assess the technical knowledge and skills of HTLF Wealth Advisors/Fiduciary Officers at Member Banks. Provides training and development for new and existing HTLF and Member Bank Wealth professionals related to financial advice. Provides ongoing support in the day-to-day management of the WM department, including collaboration with other HTLF business lines, interaction with Member. Bank senior leadership, departmental budgeting, and ongoing sales/service support. Retains and grows assets under management by working with clients, prospects, and Centers of Influence. Communicates complex advice, solutions, and in-depth knowledge of planning concepts in a practical manner. Takes a holistic and integrative view through strong conceptual thinking and consideration for influence and impact on various levels within business. Presents information both written and verbal in internal and external interactions in an effective manner. Develop and lead Wealth Strategy meetings. Participates in WM Trust Committee meetings. Serves on other committees and provides leadership as assigned. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function. Secondary Responsibilities Performs other duties as assigned. Management Responsibilities Works with department staff on individual professional development and career development opportunities. Facilitates team members in creating individual goals and development plans that align with the department goals. Works with Heartland Financials--- Talent Acquisition team to identify and hire the most qualified and talented individuals to fill open positions. Provides information and on-going feedback to department staff regarding expectations and performance, salary adjustments and/or promotions. Addresses and resolves all performance concerns and issues in a timely manner. Prepares and conducts annual performance reviews within established deadlines. Directly supervises HTLF employees who support the development and delivery of wealth strategies and indirectly manages the delivery of wealth advice through HTLF Wealth Advisors. Qualifications Bachelors Business Administration/Management, Finance or in a related field. required 3 years experience with eMoney, Naviplan or comparable planning software. required 10 years of direct work experience in sophisticated wealth planning activities 10 years experience working with complex trust structures, wealth transfer strategies, legal issues and fiduciary and tax planning trends. Certified Financial Planner - CFP - Certified Financial Planner Board of Standards, Inc. required or CTFA - Certified Trust and Financial Officer required or Certified Public Accountant (CPA) - American Institute of Certified Public Accountants - AICPA required We offer our employees a competitive and comprehensive total rewards package. Some of the many benefits included in this package are full medical, dental and vision coverage, retirement plans, paid time off, employer-paid life and disability insurance, tuition, and student loan debt repayment solutions. Our employees and their family members have full access to our confidential Employee Assistance Program to assist with personal and work/life balance concerns.

Keywords: HTLF, Carol Stream , Wealth Management Director of Wealth Strategies, Accounting, Auditing , Carol Stream, Illinois

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