Sr. Wealth Advisor-Market Leader

Location: Madison, Wisconsin - Junction Road

Wisconsin Bank & Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"(c)

The Sr. Wealth Advisor-Market Leader leads a professional wealth management team that provides investment and fiduciary services to individuals, families, corporations, and non-profit organizations. The Sr. Wealth Advisor-Market Leader works with a team to develop and maintain strong client relationships, providing investment and wealth management solutions and manages his/her own portfolio of clients.

Primary Responsibilities

  • Leads and manages relationship development and sales efforts of assigned team of wealth advisors.
  • Sets business development goals to meet corporate objectives.
  • Provides coaching, mentoring, training and monitoring to ensure wealth advisors effectively execute business development program activities.
  • Helps establish and execute team calling strategies to support achievement of department business development goals.
  • Partners bankers in other departments to provide interdisciplinary expertise to clients when needed.
  • Connects clients across all lines of business at the bank.
  • Represents the bank in business activities and contacts with customers, attorneys, and beneficiaries relating to management of trust and investment management accounts.
  • Prepares technical proposals for presentation to existing customers and prospects, including individuals and institutions.
  • Acquires, expands and retains customer relationships by identifying opportunities, strategizing proactive business development activities, cultivating referral networks, and focusing on viable target markets.
  • Proactively builds and develops quality relationships with peers, subordinates, superiors, vendors, regulators, key contacts - including customers, prospective customers and centers of influence, and other associates and leaders within the community.
  • Administers accounts of special significance or with unusual problems; oversees administration of other trust accounts.
  • Serves as a subject matter expert to assigned wealth advisors/markets/region.
  • Reviews and recommends acceptance or rejection of potential fiduciary responsibilities of Wealth Management relationships based on regulatory requirements.
  • Oversees and is responsible for presenting reports of department activity and progress to bank management and board(s) of directors.
  • Keeps informed about the wealth management industry, internal and regulatory standards, procedures, and changes to ensure compliance with all applicable trust laws, rules, regulations, and practices.
  • Maintains adequate knowledge of all bank services to make appropriate referrals and meet established annual referral goals.
  • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

  • Performs other duties as assigned.

Management Responsibilities

  • Works with department staff on individual professional development and career development opportunities. Facilitates team members in creating individual goals and development plans that align with the department goals.
  • Works with Heartland Financials' Talent Acquisition team to identify and hire the most qualified and talented individuals to fill open positions.
  • Provides information and on-going feedback to department staff regarding expectations and performance, salary adjustments and/or promotions.
  • Addresses and resolves all performance concerns and issues in a timely manner.
  • Prepares and conducts annual performance reviews within established deadlines.
  • Directly supervises a team of Wealth Advisors and support staff for one or more subsidiary banks, as assigned.
  • Provides information and on-going feedback to department staff regarding expectations and performance.
  • Addresses and resolves all performance concerns and issues in a timely manner.
  • Works with department staff on individual training and professional development.
  • Prepares and conducts annual performance reviews.  Completes and submits all forms associated with the review process to the department per the review process deadlines.


  • Bachelors Business Administration/Management, Finance or
  • related field. required
  • 10+ years experience as a financial professional, wealth advisor or trust officer, or equivalent required
  • 3+ years experience in sales management and management.
  • 3+ years experience in a law focused role.
  • 3+ years experience with Financial Planning, CRM, Trust Accounting and/or Sales Reporting software.
  • 3+ years experience in financial planning, investments and trust services.
  • intermediate level experience with Microsoft Office Applications
  • Certified Financial Planner - CFP - Certified Financial Planner Board of Standards, Inc. preferred

Scheduled Weekly Hours:


Time Type:

Full time
Salary Range
$69,000.00 - 118,000.00
per Year
Salary range estimated by
Madison, WI 53562, US
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