Vice President – Director of Advisory Services

• →Lead, manage, and hold accountable the Advisor Team.
• →Conduct regular one-on-one meetings and performance reviews.
• →Recruit, hire, onboard, train, and develop advisors.
• →Establish clear performance expectations and development plans for Team Members.
• →Build a culture of accountability and collaboration.
• →Work closely with 3rd parties on more sophisticated advisory needs

• Ensure advisors have the tools, technology, training, and resources necessary to perform their roles.
• Monitor advisor capacity, productivity, and performance.
• Establish and maintain consistent processes and expectations across the Advisor Team. 

• Drive revenue growth and profitability across the Advisor Team.
• Establish and monitor individual and team revenue goals.
• Manage pipeline activity, client commitments, and revenue forecasts.
• Coach advisors on prospecting, client acquisition, and converting opportunities. 

• Oversee the quality and consistency of advisor recommendations and review client recommendations as needed.
• Help develop and ensure advisors consistently follow Tri City’s planning philosophy and client service standards.
• Coach advisors on developing and communicating clear and comprehensive recommendations.
• Foster a team atmosphere with other departments in the bank, encouraging cross sales of other bank products.

• Bachelor’s degree or equivalent relevant professional experience.• Demonstrated experience leading and developing wealth advisors or financial professionals with 5+ years of industry experience.• CFP® or similar advanced industry designation preferred.• Strong understanding of wealth management, financial planning, and investment management strategies.• Proven ability to drive revenue growth and client acquisition.• Experience recruiting, training, and managing high-performing professionals.• Strong leadership, communication, coaching, and accountability skills.• Ability to evaluate and provide oversight of client recommendations.• Holds and maintains appropriate industry licenses, registrations, and professional credentials required for the position with a clean disclosure history.• Located or willing to relocate to Milwaukee (position is in Oak Creek, Wisconsin)

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. 

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-1610 or hr2@tcnb.com