Senior Private Wealth Strategist

This position ensures that Private Wealth accounts will be administered appropriately, working closely with clients, their professional advisors, and their account's portfolio manager. The role involves maintaining high-level contact with major client relationships, administering assigned accounts, and working with portfolio managers to ensure appropriate asset allocations and review meetings. In a Team Lead role, the individual is responsible for supervisory duties, including hiring, performance management, and training.

What You Will Do

The Senior Private Wealth Strategist will maintain high-level contact with major client relationships, administer assigned accounts, and work with portfolio managers to ensure appropriate asset allocations and review meetings. They will also work with other bankers and professionals to develop new trust and investment management clients, ensure compliance with applicable laws and regulations, and perform other duties as assigned.

Why It Might Be a Fit

To be successful in this role, an individual must have strong communication and problem-solving skills, with the ability to develop creative solutions. They should also have a good understanding of investments, financial planning, estate administration, and trust-related fields.

Requirements

• BS/BA Degree (4 year) from an accredited university/college
• Six or more years of experience in wealth management
• Ability to read and comprehend simple instructions, short correspondence, and memos
• Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations
• Ability to read, analyze and interpret financial reports and/or legal documents
• Ability to write simple-to-business correspondence, routine reports, and procedures
• Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community
• Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization

Benefits

• Comprehensive listing of activities, duties or responsibilities not provided
• Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications