Wealth Market Manager - Phoenix or San Diego

Company: Enterprise Services
Location: San Diego
Posted on: March 1, 2025

Job Description:

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Zions Wealth Management is a strategic focus for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Market Manager to join our team of bank partners. At Zions Bancorporation, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes:--- ------

• Investment Management Portfolio Managers/Advanced Planning Professionals
• Retail Bankers
• Community/Business Bankers
• Private Bankers
• Commercial Bankers Responsibilities:
  • Serves as senior market leader with respect to the wealth advisory services business, ensuring that a full range of investment services are provided to all clients.
  • Builds partnerships with affiliate leadership to grow the business through qualified introductions to bank clients.
  • Primary focus is retail, commercial and private banking.
  • Coach, mentor and work closely with wealth advisors.
  • Make joint client/prospect calls with the advisors.
  • Monitor the achievement of production goals, providing advice and guidance on team engagement for HNW and UHNW clients.
  • Ensure they are adhering to leading with financial planning with all clients/prospects and working with other wealth professionals (portfolio managers, fiduciary officers, and wealth planners) on client relationships.
  • Ensure compliance with policies, procedures, and regulations.
  • Coordinate the development of new Advisory business and engage with the team on the largest or most complex accounts.
  • Exercises personnel authority with respect to hiring, performance ratings, promotions, salary recommendations, and terminations in conjunction with leadership.
  • Onboard all new hires appropriately.
  • Other duties as assigned. Qualifications:
    • Requires a bachelor's degree and 8 or more years of Advisory Management or other directly related experience.
    • Leadership experience required.
    • A combination of education and experience may meet requirements.
    • Strategic thought leader with ability to motivate teams and partners.
    • Budgeting and project management experience.
    • Requires advanced knowledge of wealth advisory and wealth management.
    • Applies advanced principles, theories and concepts.
    • Contributes to the development of new principles and concepts.
    • Requires a considerable working knowledge of banking and financial services and the ability to apply that information to current role.
    • Series 7, 63, 65 and General Lines Insurance Agent licenses required.
    • CFP - preferred This position is eligible to earn a base salary in the range of $150,000 - $225,000 annually depending on job related factors such as level of experience and location.

Keywords: Enterprise Services, San Diego , Wealth Market Manager - Phoenix or San Diego, Executive , San Diego, California