RCB Bank · 3 weeks ago
Wealth Services Manager
Oklahoma City, OK, USA
Full-time
Onsite
Senior Level
5+ years expRCB Bank is a responsible employer dedicated to building relationships and serving the financial needs of its communities. The Wealth Services Manager will oversee the solicitation of new trust and wealth business, implement strategies for departmental goals, and ensure compliance with policies while supervising personnel.
BankingCommunitiesFinancial ServicesInsurance
Responsibilities
Motivate, coach, and counsel direct reports through frequent individual contact to ensure achievement of established goals
Play a central role in recruiting and hiring Wealth Advisors
Actively participate in establishing strategic direction and annual goals for the department
Implement strategies to achieve goals as established in the strategic plan
Serve as backup to the department’s Wealth Strategist as needed
Assist in the development of the annual department budget and adhere to budget parameters
Maintain a book of existing clients and actively solicit new business from current and prospective customers
Qualification
Required
High school diploma or GED
Must hold and maintain a minimum of one professional designation/certification related to the Trust and/or Wealth industry (e.g. CFP®, ChFC®, CTFA)
A minimum of 5 years of experience in Trust and Wealth sales and services experience
Management experience in a related field
Preferred
College degree or equivalent, related education/experience
Benefits
Medical Plan
Prescription Drug Plan
Teladoc™
Dental Plan
Vision Plan
Flexible Spending Accounts (Healthcare & Dependent Care)
Life and AD&D Insurance
Disability Plans
Life Assistance Plan (EAP)
Multiple Supplemental Plans
Sick Leave
Paid Federal Holidays
Vacation and PTO
401(k)
ESOP
Company
RCB Bank
RCB Bank works to become a strong and reliable financial institution within the community.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brandi Doty
SVP, Chief Compliance Officer
Nick Marks
Senior Vice President, Chief Risk Officer
Recent News
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2026-01-23
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