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Vice President Wealth Operations Jobs (NOW HIRING)

First Business Financial Services, Inc.

WI · On-site

Vice President - Wealth Advisor Work Model: Onsite at Brookfield, WI location Overview We're ... Wealth Operations Teams Position Requirements * Bachelor's Degree in related business/finance field ...

Mercer Advisors

Vice President, Wealth Enablement

The VP will lead the Enablement function to build scalable, AI-enabled training and content ... Maintain curriculum architecture that separates the CS (Relationship Manager and Service Operations ...

Mercer Advisors

Vice President, Wealth Enablement

The VP will lead the Enablement function to build scalable, AI-enabled training and content ... Maintain curriculum architecture that separates the CS (Relationship Manager and Service Operations ...

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$68.5K

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How much do vice president wealth operations jobs pay per year?

As of Sep 10, 2026, the average yearly pay for vice president wealth operations in the United States is $155,780.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,500.00 and $185,000.00 per year, depending on experience, location, and employer.

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Vice President - Wealth Advisor

Brookfield, WI • On-site

First Business Bank
See more jobs at First Business Bankexternal

Full-time

Re-posted 27 days ago

Job description

Join us today as the Vice President – Wealth Advisor!

First Business Bank is a Top Workplaces USA company, learn more here.

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!

Work Model: Onsite at our Brookfield, WI location

Overview: We're seeking a Vice President - Wealth Advisor to serve as the primary point of contact for high-net-worth clients, delivering personalized wealth management strategies and exceptional client experiences.

In this role, you'll partner with a team of specialists to provide holistic wealth advice, investment guidance, banking solutions, and strategic planning tailored to each client's unique needs. You'll play a critical role in deepening relationships, growing the business, and helping clients navigate important financial decisions with confidence.

Essential responsibilities of the Vice President – Wealth Advisor:

Serve as a Trusted Advisor

  • Act as the lead relationship manager for a portfolio of high-net-worth clients.
  • Develop a deep understanding of clients' financial goals, family dynamics, risk tolerance, liquidity needs, and legacy objectives.
  • Deliver a highly personalized, concierge-style client experience.
  • Conduct ongoing relationship reviews and proactive planning discussions.
  • Coordinate solutions and recommendations with internal specialists across trust, estate planning, investment management, lending, treasury management, and commercial banking.

Grow the Business

  • Expand assets under management, deposits, lending relationships, and fee-based revenue.
  • Develop referral relationships with attorneys, CPAs, business owners, and other centers of influence.
  • Build strong partnerships across the organization to identify and capitalize on referral opportunities.
  • Represent the organization in community, networking, and business development activities.

Provide Comprehensive Wealth Planning

  • Deliver holistic wealth management guidance, including:
    • Retirement planning
    • Estate and legacy planning coordination
    • Tax-aware investment strategies
    • Insurance and risk management considerations
    • Cash flow and liquidity planning
    • Business succession planning
  • Simplify complex financial concepts and communicate recommendations clearly and confidently.
  • Stay current on market trends, regulatory developments, and wealth management best practices.

Support Investment Strategy & Portfolio Management

  • Partner closely with Investment Portfolio Managers to develop investment solutions aligned with client objectives.
  • Participate in portfolio reviews and performance discussions.
  • Help ensure investment recommendations remain suitable, compliant, and aligned with clients' long-term goals.

Collaborate Across the Wealth Team

Partner closely with:

  • Private Bankers
  • Portfolio Managers
  • Trust Officers
  • Wealth Planners
  • Commercial Banking Partners
  • Wealth Operations Teams

Position Requirements:

  • Bachelor’s Degree in related business/finance field of study
  • 7+ years of financial services experience
  • CFP, MBA, CFA, CPA, or JD designation preferred
  • Demonstrated success in a sales and business development role in banking/financial services sourcing new clients through individual calling and networking.
  • Results-oriented with a focus on meeting and exceeding sales targets. 
  • Strong organizational skills, good-judgement and decision making, and ability to handle pressure in a fast-paced environment. 
  • Be an active member of the community by attending networking events and developing relationships with centers of influence.

    Apply