SVP of Wealth Advisory

• Provide executive oversight of the Wealth division’s sales culture, ensuring that all subordinate leaders and employees operate with disciplined sales practices, consistent client experience standards, and high-quality service delivery. Lead organizational planning related to staffing, client experience, marketing coordination, and business development execution across all markets.
• Lead execution of the Wealth Marketplace Growth Plan by integrating fiduciary, planning, and tax and accounting service lines into a single, coordinated advisory ecosystem.
• Drive annual and multi-year growth targets for AUM inflows, tax & planning revenue, fiduciary expansion, and bookkeeping & payroll modernization aligned with the organization’s business line growth plans.
• Develop a unified operating plan—including pricing, service packaging, and geographic expansion strategies across the TS Banking Group footprint—to capture the identified market opportunities.
• Refine the target persona profile and value propositions and collaborate with marketing to achieve performance-focused lead generation marketing efforts.
• Oversee the combined Wealth earnings performance, including revenue performance, gross margin management, capacity planning, and long-term earnings scalability for all wealth-related lines.
• Establish pricing governance for tax prep, planning retainers, and bookkeeping/payroll to ensure the business moves away from legacy underpriced service models.
• Build a consistent client service model (tiering, meeting cadence, service level standards) across Fiduciary, Planning, and Tax & Accounting.
• Improve client retention, particularly among investment management and planning households, through proactive engagement programs and standardized advisor calendars.
• Ensure white glove tax preparation and discovery processes that support planning and investment management cross sell.
• Operationalize funnels across consumer, business, and ag segments, including tax planning, AUM and bookkeeping, business advisory, banking relationships.
• Establish a coordinated go to market motion with TSBG’s banking teams to maximize internal referrals and entry points into wealth services.
• Ensure 100% of suitable tax clients are engaged with intake, cross sell offers, and planning discussions, tied to defined conversion KPIs.
• Oversee development of a robust attorney referral ecosystem, leveraging the strong but underpenetrated market opportunity identified across the Iowa/Nebraska footprint.
• Support the SVP of Fiduciary in deepening existing relationships and expanding new COIs, including formal partner programs, CE events, and educational content.
• Align fiduciary service delivery with planning and tax teams for seamless estate, trust, and multigenerational client engagement.
• Ensure all Wealth division activities comply with applicable regulations, organizational policies, operational procedures, internal controls, and risk management requirements. Perform additional duties as assigned in support of organizational objectives.
• Implement disciplined weekly operating rhythms: pipeline reviews, client scheduling standards, CRM hygiene, and KPIs for each functional leader.
• Remove administrative burden from advisors by optimizing workflows, leveraging paraplanners/associates, and building infrastructure for scale.
• Deploy tools and processes that create measurable improvements in advisor time spent on revenue generating activity.
• Participate in the development, review, and implementation of wealth related and enterprise level policies, major business goals, and strategic initiatives. Serve as a member of applicable executive and management committees, providing leadership and decisions that support the long-term direction of the organization.
• Build a culture of accountability, shared goals, and cross-unit collaboration across the Wealth organization.
• Ability to perform all other duties as assigned.
• Comply with all banking, registered investment advisor, and company regulations, policies, and procedures.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
• Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.
• To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.
• Directly supervises assigned employees and performs administrative duties associated with staff management (e.g., trains employees, delegates work and ensures the completion of same, prepares and publishes work schedule, reviews and approves timesheets, coaches and counsels employees, prepares performance evaluations and conducts evaluation meetings, conducts staff meetings, makes salary and promotional recommendations, participates in recruitment, interview, and hiring process, administers progressive discipline, takes action regarding departmental activities and staff, approves/disapproves requests for leave time, notifies employees of mandatory training and bank meetings). Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.

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