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Vice President – Market Manager – Wealth Management

Vice President – Market Manager – Wealth Management

CompanyAbbott
LocationVirginia, USA
Salary$185000 – $200000
TypeFull-Time
DegreesBachelor’s, Master’s
Experience LevelSenior, Expert or higher

Requirements

  • Bachelor’s degree required
  • 10+ years of related experience
  • At least seven years experience in wealth management
  • Strong professional judgment and discretion
  • Familiarity with the latest trends, technologies, and methodologies in offering wealth management products, services, and or vendor solutions
  • Excellent communication skills
  • Ability to think creatively and innovatively
  • Budget management skills and proficiency
  • Analytical skills to forecast and identify trends and challenges
  • Ability to travel (<20%)

Responsibilities

  • Develop analysis on new market opportunities within OME’s Wealth Management training business
  • Create and enhance content quality, identify and expand target audiences
  • Establish working relationships with OME’s Membership and Relationship Managers
  • Work directly with internal program managers, instructional designers, and professional certifications
  • Serve as leader in the development and delivery of curriculum for the ABA Wealth Management and Trust Schools

Preferred Qualifications

  • Master’s degree in related field preferred
  • Speaking or teaching experience preferred
  • Recognition as an SME in the space strongly preferred
  • Wealth Management professional designation (i.e., CTFA, CFA, CFP, etc.) preferred
  • Proficiency with social media and networking platforms preferred