VP Wealth Relationship Manager

Posted 6 Hours Ago
Be an Early Applicant
Abilene, TX, USA
In-Office
Mid level
Fintech
The Role
Develops new business and retains existing wealth management accounts while growing the Abilene office. Builds strong community relationships, engages customers and prospects, ensures policy compliance, and represents the organization professionally. The role operates independently initially and may supervise staff as the office expands. Responsibilities require accuracy, communication, salesmanship, relationship-building, and attention to detail when working with customers, attorneys, accountants, insurance agents, and other stakeholders.
Summary Generated by Built In

Address

We’re always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you’re challenged, valued and empowered every day. We strive to be the best destination for the industry’s top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.

Job Description:

OFFICE LOCATION:


Abilene, Texas, United States


SCOPE/CONTACTS: Development of new business and retention of current accounts.  The manager of this office works independently at this point but will supervise a staff as the office grows.  Consequence of errors - litigation, loss of income to customer and Company, loss of account, loss of confidence and reputation, criticism by examiners and /or auditors are extremely important.  Other contacts will be customers, prospective customers and other officers and employees.  Outside contacts - attorneys, accountants, insurance agents, internal revenue service representatives, land men, customers, and prospects etc.


ESSENTIAL FUNCTIONS:  

  • Incumbent is responsible for the development of this office which includes becoming extremely involved in the communities in this area.
  • Actively participate in the Customer Service First program, support the values of the organization, and follow established policies and procedures.

MINIMUM REQUIREMENTS:

  • Bachelor’s degree in accounting or finance is required, CFA designation is preferred. 
  • Four years of trust management or law experience is preferred.
  • Salesmanship, knowledge, confidence, human relation skills and communication techniques are requisite.   
  • Position demands accuracy, attention to detail, self-motivation, dedication, and imagination.
  • Professional demeanor, excellent communications is essential to this position.

The above statement reflects the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Skills Required

  • Bachelor's degree in accounting or finance
  • CFA designation
  • Four years of trust management or law experience
  • Salesmanship, knowledge, confidence, human relations skills, and communication techniques
  • Accuracy, attention to detail, self-motivation, dedication, and imagination
  • Professional demeanor and excellent communication skills

First Financial Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First Financial Bank and has not been reviewed or approved by First Financial Bank.

  • Retirement Support — Offerings include a 401(k) with employer match, profit-sharing, and a company pension plan, with ESOP/KSOP options that can provide an ownership stake. Financial education and planning tools are referenced to support long‑term savings.
  • Leave & Time Off Breadth — Paid vacation and sick time are available to both part‑time and full‑time employees, along with paid holidays and paid volunteer time. Parental leave further expands time‑off options for family needs.
  • Healthcare Strength — Comprehensive healthcare coverage includes health, dental, and vision insurance, with long‑term disability and life insurance also mentioned. These core protections create a robust baseline for health and income security.

First Financial Bank Insights

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The Company
HQ: Cincinnati, OH
1,998 Employees

What We Do

First Financial Bank has been in the business of client service and success for more than 150 years. With more than 150 banking centers across Ohio, Indiana, Kentucky and Illinois, we combine world-class financial expertise with personal community service that builds lifelong relationships. We have combined the resources and expertise of a mega-bank with the care and perspective of a neighborhood community bank. We make our decisions locally so we can provide clients with the appropriate guidance and solutions to achieve their financial goals.

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