EVP, Director of Trust and Wealth Management:

Taylor Search Group has been engaged to identify a strong leader for our client’s Trust and Wealth Management division.

This is a well-established bank, with a robust executive team looking to add a head Wealth Executive to lead the groups.

Here’s a quick overview of the role:

• Lead both the Trust Group and Wealth Management—maximize synergy and optimize client relationships across both teams
• Collaborate across the organization to ensure outstanding client outcomes
• Bring a strong commitment to community engagement
• Join a well-established institution that values tenure while welcoming fresh leadership
• Work with and lead a team in a financially strong, well-capitalized organization
• Set a cohesive vision for both Trust and Wealth Management, leveraging each team’s strengths
• Drive growth, profitability, and operational efficiency
• Share and execute your vision at the executive level
• Report directly to the CEO and be a key member of Executive Management
• Ideally you will have 10+ years in Trust, Wealth or Estate Planning with a JD and/or CTFA

We’d love to discuss this opportunity further or explore other roles that align with your expertise. Please feel free to schedule a convenient time on my calendar using the link below.

If you know someone who would be a great fit for this role, please don’t hesitate to share this opportunity with them. I look forward to connecting with you soon!

Let's talk.

Stan Taylor

360.360.2757

Stan@TaylorSG.com

Schedule time on my Calendar