Job Detail: Wealth Management Director

Job Order #11300
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Post Date Job Tile Location Category
6/15/2020 Wealth Management Director San Antonio - Texas Accounting and Finance

Description:


Walker Elliott has partnered with an established bank in San Antonio area that is looking to hire a Wealth Management Director.  This will be operational role with no customer facing.  They are looking for a Director that has been in operational role and recent Management experience.  The position will provide guidance and directives to their current Wealth Management Leadership Team.  This will be full time position.

Responsibilities:

  • Represents Wealth’s operational capabilities as a subject matter expert and senior leader in major engagements and play a key role in designing client solutions
  • Ensures effective governance structure, risk controls and processes are in place and that these controls are effectively codified and communicated
  • Responsible for ensuring compliance with external regulatory stakeholders and internal standards of risk management and control in line with management expectations
  • Manages the functions of budgeting, accounting, and reporting, financial analysis of the operational units

Requirements:

  • BS in Finance or Business Administration
  • MBA highly preferred
  • CFA or CFP
  • Recent/current management experience
  • Background in: wealth management, trust, compliance and project management
  • 7+ yrs. work history

Client will consider relocation assistance but only within Texas.

Do not apply unless you are authorized to work in the United States for any employer as client company cannot sponsor or transfer visas at this time.

Walker Elliott is an Equal Opportunity Employer.

For additional information, please email your resume to resumes@walker-elliott.com or apply online


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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.

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Walker Elliott

10777 Westheimer, Suite 220
Houston, TX 77042
Phone: 713-482-3750

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