Simmons Bank · 2 weeks ago
Senior Private Wealth Strategist
Texarkana, TX
Full-time
Onsite
Senior Level
6+ years expSimmons Bank is a company committed to passion and customer focus, and they are seeking a Senior Private Wealth Strategist. This role ensures that Private Wealth accounts are administered appropriately, maintaining high contact with major client relationships and collaborating with portfolio managers and other professionals to develop new trust and investment management clients.
BankingFinanceFinancial Services
Responsibilities
Maintains a high level of contact with major client relationships
Medium to high level of complexity for the majority of accounts administered
Administers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships
Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients
Ensures that the appropriate accountings are provided to necessary parties
If in a Team Lead role, responsible for all supervisory duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff
Assists in budget preparation
Participates in civic, community, banking, trust, and legal organizations
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training
Performs other duties and responsibilities as assigned
Qualification
Required
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations
Ability to read, analyze and interpret financial reports and/or legal documents
Ability to write simple-to-business correspondence, routine reports, and procedures
Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community
Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization
BS/BA Degree (4 year) from an accredited university/college or
Six or more years of experience in wealth management
Must have good oral and written communication skills
Must have good problem solving skills with the ability to develop creative solutions
MS Word, Excel, and Outlook
Preferred
Law school graduates strongly preferred
Courses related to investments, financial planning, estate administration, or another trust-related field is helpful
Company
Simmons Bank
Simmons Bank serves customers through its rock-solid commitment to integrity, excellence, collaboration, and growth.
1001-5000 employees
H1B Sponsorship
Simmons Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (12)
2023 (3)
2021 (5)
Funding
Current Stage
Public CompanyTotal Funding
$625.09MKey Investors
Eosera
2025-09-09Post Ipo Debt· $325M
2025-07-22Post Ipo Equity· $300.07M
2024-10-15Grant· $0.01M
Leadership Team
Daniel Hobbs
Chief Financial Officer
Chris Van Steenberg
Executive Vice President, Chief Operating Officer
Recent News
Arkansas Business — Business News, Real Estate, Law, Construction
2025-12-22
2025-12-19
Company data provided by crunchbase