Regional Executive, Wealth Advisor

at Old National Bank in ChicagoChicago, Illinois, United States

Job Description

Regional Executive, Wealth Advisor
Job Locations



Trust/Wealth Management  

Position Type 
Regular Full-Time  

Requisition ID 

Workplace Type 
On Site


Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.
Old National is currently seeking to fill the position of Wealth Advisor Regional Executive. The Wealth Management Market Executive is responsible for leading a team of Wealth Advisors that successfully partner with internal resources and others to provide financial and investment guidance and expertise to existing and prospective High Net Worth clients. The successful candidate will have proven leadership abilities, executive presence, and communication skills. The individual will be relationship oriented and have evidenced success in forming deep relationships with internal partners and clients as well as developing new client business. These client relationship skills will be crucial in developing insight and understanding of the needs, planning, and dynamics of the clients.

Key Accountabilities
Actively seeks to attract the best talent and to develop advisor's effectiveness in their current and future roles:
Builds a strong team whose members have complementary strengths.
Encourages and values diversity in the organization's talent base.
Attracts and selects the best high caliber talent by recognizing organizational as well as individual needs.
Creates an environment that provides direction and promotes continuous learning and development.
Develops successors and talent pools for key positions.
Encourages and values diversity in the organization's talent base.
Establishes plans and priorities with the ability to determine a course of action and establish a timeframe to complete individual objectives and team goals:
Translates business strategies into clear objectives and tactics.
Identifies specific action steps and accountabilities.
Establishes realistic estimates of budget, staff, and other resources.
Anticipates problems and develops contingency plans.
Regularly review progress and seek ways to accomplish work more efficiently.
Committed to achieving established goals, overcoming obstacles, and continuously learning to improve performance.
Orchestrates the pace and process of change to maintain operating effectiveness.
Integrates efforts across functions and organizations.
Assigns clear accountability backed by appropriate authority.
Takes decisive action in a crisis.
Key Competencies for Position
Develops Talent - Develops team members' effectiveness in their current and future roles through development activities. Identifies issues, continuously provides coaching, mentoring, feedback, and support to aid in building trust, development and promotability. Identifies the right people for the right role while leveraging diversity.
Promotes Change - Drives change within team. Communicates what needs to change, why and impact of change. Demonstrates agility while engaging team members to gain insight and ensure acceptance while deploying others to implement new solutions. Proactively recognizes a need and takes accountability for implementing an improvement and/or change. Drives changes by encouraging the team to think creatively and act differently to enhance client, community, and shareholder value.
Strategy in Action - Connects work to the broader goals (i.e., team, line of business) and communicates team member's role in contributing to Old National's strategy and goals. Identifies immediate, near-term opportunities required for business impact while exploring multiple viewpoints to generate and implement innovative ideas improving performance.
Compelling Communication - Seeks to understand the strategy first and then offer context to your team providing relevant information in a transparent and concise way. Listens carefully to concerns and acknowledges the situation and the feelings expressed to build trust and overcome resistance.
Makes Decisions & Solves Problems - Collaborates and seeks to identify what caused the issue, comparing data from various sources within Old National to draw conclusions. Implements appropriate solutions and evaluates results within team.
Delights... For full info follow application link.


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Job Posting: 11816124

Posted On: Apr 08, 2024

Updated On: May 04, 2024

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