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Regional Wealth Manager - Houston, Texas

The Anderson Search Group · andersonsearch.com
HoustonLead / Manager
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The job in short

Regional wealth management, client investments.

BankingCompliance

Details

Found
5 d ago · posted 2026-08-02
Location
Houston, Texas, US

Full description

Lead the Future of Wealth Management Our client, a well-established and growing regional financial institution, is seeking an experienced Regional Wealth Manager to lead and grow its Wealth Management business across multiple markets - specifically Houston and Central Texas. This executive leadership role is responsible for driving business growth, developing high-performing teams, strengthening referral partnerships across the bank, and delivering an exceptional client experience to affluent and ultra-high-net-worth clients. If you have a passion for building teams, coaching leaders, growing revenue, and leading strategic wealth initiatives, we'd love to speak with you. Key Responsibilities • Lead multidisciplinary Wealth Management teams across multiple markets, including Private Banking, Trust, Investments, and Wealth Advisory. • Drive regional sales growth, profitability, and client acquisition initiatives. • Recruit, coach, mentor, and develop high-performing Wealth Management professionals. • Establish performance goals and hold teams accountable for business results. • Partner with Commercial Banking, Retail Banking, and other internal business lines to maximize referral opportunities. • Oversee regulatory compliance, risk management, and operational excellence across the region. • Develop regional business plans, budgets, forecasting, and performance reporting. • Meet with key clients and prospects to support business development and deepen relationships. • Champion strategic initiatives and ensure consistent execution across all assigned markets. • Foster a collaborative, client-focused culture centered on excellence and teamwork. Qualifications • 10+ years of Private Banking, Wealth Management, or Private Wealth leadership experience. • Significant experience leading and developing Wealth Management teams across multiple locations or markets. • Demonstrated success growing revenue, developing talent, and executing strategic business initiatives. • Strong business development background working with affluent and ultra-high-net-worth clients. • Experience partnering across Commercial Banking, Retail Banking, Trust, and Investment teams. • Strong leadership, communication, presentation, and relationship management skills. • Bachelor's degree required; advanced degree and/or CFP®, CWS, or similar designation preferred. • FINRA licenses (Series 7, 24, 63/65/66) and Life & Health licenses are preferred. Why Consider This Opportunity? • Executive leadership role with a highly respected regional financial institution. • Opportunity to lead established Wealth Management teams while helping shape future growth. • Significant visibility with executive leadership and influence over regional strategy. • Collaborative culture with strong referral partnerships across the bank. • Competitive compensation package, annual incentive opportunity, and comprehensive benefits. • Relocation assistance available for qualified candidates.

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