Reference Number: HRJ7717
Location: Michigan City, Indiana
Judson Group has partnered with a highly respected and financially strong financial institution to find a visionary SVP, Wealth President to lead its wealth management operations. This is more than just a leadership role — it’s your opportunity to make a lasting impact by building on an already successful platform and taking it to the next level.
As the SVP, Wealth President, you’ll drive strategy, mentor a high-performing team, and champion innovation across all areas of wealth management — including planning, trust, compliance, and client service. This role is perfect for a growth-minded executive who thrives in a collaborative, forward-thinking environment.
Why You’ll Love This Role:
- This is a high-impact, high-visibility leadership role where your vision sets the direction.
- Work with dedicated professionals and mentor the next generation of wealth leaders.
- Join a strong institution that supports innovation, expansion, and professional development.
- Your ideas will be heard, your strategy will drive results, and your leadership will make a lasting mark.
What You’ll Be Doing:
- Set the strategic vision and drive performance for the wealth division, with oversight of financial planning, trust administration, and compliance.
- Recruit and cultivate top advisors and wealth professionals who share a commitment to excellence.
- Leverage cutting-edge technology, data, and best-in-class processes to enhance client outcomes and operational efficiency.
- Work closely with other business lines to deliver financial solutions.
- Monitor market trends, regulatory changes, and competitive activity to ensure the organization remains agile and responsive.
What We’re Looking For:
- 10+ years of progressive experience in bank-based wealth management.
- Proven leadership success with a strong focus on team building and performance.
- Bachelor’s degree required; advanced credentials (MBA, CFP®, JD, CTFA) highly preferred.
- Deep knowledge of trust administration, fiduciary standards, and compliance requirements.
- A results-driven, self-starter mindset with strong strategic thinking and attention to detail.
Compensation & Benefits:
- A rare opportunity to lead an established and growing wealth management group.
- High visibility and direct impact on firm-wide success.
- A collaborative and supportive executive team.
- Attractive compensation package, including base salary, performance bonuses, and comprehensive benefits.
Reference Number: HRJ7717
Location: Michigan City, Indiana
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