Position Summary
Director, Wealth will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new business opportunities with both existing and prospective clients through a robust growth program; ensuring client satisfaction and retention through the delivery of top-tier service and full-service wealth management solutions; develop, train, and mentor team members to promote career growth and professional development, while fostering relationship-based skills necessary to deepen and expand client relationships.Duties & ResponsibilitiesIn partnership with Commercial and Wealth Management senior leadership, create and implement a sustainable new business development program focused on significant, organic growth, through a coordinated effort and team-based approach through:
Providing support and guidance to the team, including review/development of proposals and presentations, for new business opportunities with prospective clients
Effective management and overseeing team delivery of wealth management services and solutions (in accordance with Busey’s Pillars, the Client Engagement Model, and the Wealth Management Service Blueprint) to ensure service excellence to client relationships with the goal of long-term retention
Motivating, developing, and coaching team members to grow their technical knowledge-base and relationship management skillsets in order to maximize value and service delivery to clients
Support career growth and overall professional development through enhanced training, individualized career-pathing, and performance management
Develop and lead both market-specific and company-wide business development initiatives through:
Driving and championing other revenue-enhancing activities at the team level as directed by senior leadership
Coordinating with internal partners within Wealth Management to identify new opportunities while also seeking to expand wallet share with the existing client baseFostering the development of tailored, goal-based investment programs and comprehensive financial plans for clients, including partnering with the in-house investment team and financial planning team
Knowledge of:
Strong sales and client service skills
Strong oral and written communication skills
Proven sales success including - prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referrals
Wealth Management, planning concepts, subject areas. Including Investments, Comprehensive Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, and Tax Planning
Strong relationship management and team building skills
Ability to:
Plan and implement client recognition and prospecting events at the team level
Participate in community activities and organizations to support and enhance local partnerships while building greater awareness of the Busey Wealth Management brand
Comply with, and stay informed of, all Bank and Wealth Management policies and procedures as well as applicable state and federal regulations
Collaborate with other lines of business across the Bank (Commercial Lending, Retail, Mortgage, and Cash Management) to enhance existing, joint client relationships, while also identifying opportunities for further growth and service expansion
Make strategic and independent decisions for the benefit of the team
Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
Education and Training:
Bachelor’s degree required
5-7 years Wealth Management/Financial Advisory experience; prior team leadership experience preferred
Professional designations, including CFP, CFA, CPA, CTFA, and/or MBA are preferred; military experience a plus
Requires experience or demonstrated understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax and identification/implementation of additional wealth planning opportunities.
On-going development and broadening of appropriate knowledge and skills.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $155,000 - $215,000 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Skills Required
- Bachelor's degree
- 5-7 years Wealth Management or Financial Advisory experience
- Strong sales and client service skills (prospecting, negotiation, closing, referrals)
- Knowledge of investments, comprehensive financial planning, retirement, estate, insurance, and tax planning
- Strong oral and written communication skills
- Ability to plan and implement client recognition and prospecting events and participate in community activities
- Experience developing and leading business development programs and team-based selling
- Prior team leadership experience
- Professional designations (CFP, CFA, CPA, CTFA, MBA) or equivalent
Busey Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Busey and has not been reviewed or approved by Busey.
-
Retirement Support — Retirement programs include a 401(k) with company match alongside a profit‑sharing plan, creating multiple employer‑supported savings channels. This structure strengthens long‑term financial security beyond base pay.
-
Equity Value & Accessibility — An Employee Stock Purchase Plan is available, adding an ownership pathway that complements traditional retirement benefits.
-
Leave & Time Off Breadth — Paid time off, paid holidays, paid parental leave, and volunteer time off are included, supporting time away for family and community. Flexible scheduling features in some materials further support practical use of time off.
Busey Insights
What We Do
As of September 30, 2023, First Busey Corporation (Nasdaq: BUSE) was a $12.26 billion financial holding company headquartered in Champaign, Illinois. Busey Bank, a wholly-owned bank subsidiary of First Busey Corporation, had total assets of $12.23 billion as of September 30, 2023, and is headquartered in Champaign, Illinois. Busey Bank currently has 46 banking centers serving Illinois, eight banking centers serving Missouri, three banking centers serving southwest Florida, and one banking center in Indianapolis, Indiana. Through Busey’s Wealth Management division, the Company provides asset management, investment, and fiduciary services to individuals, businesses, and foundations. Assets under care totaled $11.55 billion as of September 30, 2023. Busey Bank’s wholly-owned subsidiary, FirsTech, specializes in the evolving financial technology needs of small and medium-sized businesses, highly regulated enterprise industries, and financial institutions. FirsTech provides comprehensive and innovative payment technology solutions including online, mobile, and voice-recognition bill payments; money and data movement; merchant services; direct debit services; lockbox remittance processing for payments made by mail; and walk-in payments at retail agents. More information about FirsTech can be found at firstechpayments.com. Busey Bank is honored to be named among America’s Best Banks by Forbes magazine for the second consecutive year. Ranked 26th overall in 2023, compared to 52nd in last year's rankings. Busey was named among DiversityInc’s Top Regional Companies. The DiversityInc Top 50 survey is the external validator for large U.S. employers that model fairness in their talent strategy, workplace and supplier diversity practices, and philanthropic engagement. We are honored to be consistently recognized nationally and locally for our engaged culture of integrity and commitment to community development. For more information about us, visit busey.com.
