Regional Manager

Regional Wealth Manager - Houston, Texas

Lead the Future of Wealth Management

Our client, a well-established and growing regional financial institution, is seeking an experienced Regional Wealth Manager to lead and grow its Wealth Management business across multiple markets - specifically Houston and Central Texas.

This executive leadership role is responsible for driving business growth, developing high-performing teams, strengthening referral partnerships across the bank, and delivering an exceptional client experience to affluent and ultra-high-net-worth clients.

If you have a passion for building teams, coaching leaders, growing revenue, and leading strategic wealth initiatives, we'd love to speak with you.

Key Responsibilities

• Lead multidisciplinary Wealth Management teams across multiple markets, including Private Banking, Trust, Investments, and Wealth Advisory.
• Drive regional sales growth, profitability, and client acquisition initiatives.
• Recruit, coach, mentor, and develop high-performing Wealth Management professionals.
• Establish performance goals and hold teams accountable for business results.
• Partner with Commercial Banking, Retail Banking, and other internal business lines to maximize referral opportunities.
• Oversee regulatory compliance, risk management, and operational excellence across the region.
• Develop regional business plans, budgets, forecasting, and performance reporting.
• Meet with key clients and prospects to support business development and deepen relationships.
• Champion strategic initiatives and ensure consistent execution across all assigned markets.
• Foster a collaborative, client-focused culture centered on excellence and teamwork.

Qualifications

• 10+ years of Private Banking, Wealth Management, or Private Wealth leadership experience.
• Significant experience leading and developing Wealth Management teams across multiple locations or markets.
• Demonstrated success growing revenue, developing talent, and executing strategic business initiatives.
• Strong business development background working with affluent and ultra-high-net-worth clients.
• Experience partnering across Commercial Banking, Retail Banking, Trust, and Investment teams.
• Strong leadership, communication, presentation, and relationship management skills.
• Bachelor's degree required; advanced degree and/or CFP®, CWS, or similar designation preferred.
• FINRA licenses (Series 7, 24, 63/65/66) and Life & Health licenses are preferred.

Why Consider This Opportunity?

• Executive leadership role with a highly respected regional financial institution.
• Opportunity to lead established Wealth Management teams while helping shape future growth.
• Significant visibility with executive leadership and influence over regional strategy.
• Collaborative culture with strong referral partnerships across the bank.
• Competitive compensation package, annual incentive opportunity, and comprehensive benefits.
• Relocation assistance available for qualified candidates.