TS Banking Group · 23 hours ago
SVP of Wealth Advisory
Council Bluffs, IA
Full-time
Onsite
Mid, Senior Level
5+ years expTS Banking Group is seeking to hire an SVP of Wealth Advisory for TS Prosperity Group and Collins Consulting business units. The SVP of Wealth Advisory is responsible for leading and integrating wealth-related businesses, ensuring a unified Wealth Marketplace and driving sustainable revenue growth.
BankingConsultingFinancial ServicesVenture Capital
Responsibilities
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
Qualification
Required
Bachelor's Degree from a four-year college or university
5-10+ years in wealth management leadership, ideally spanning areas of investment advisory/ AUM based business, financial planning, fiduciary/trust services, tax preparation, tax planning or business advisory required
Proven operator with strong process discipline, CRM/pipeline management capability, and P&L fluency
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)
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
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
Preferred
Preferred designations CPA, CFP, CTFA, JD/LLM (Tax), or equivalent advanced designation
Benefits
Health and dental insurance
Life insurance package
Generous PTO and holiday package
401K contribution and match
Professional development expense allowance
Gym membership reimbursement
Tuition reimbursement
Paid volunteer time off (VTO)
Wellness program
Company
TS Banking Group
The TS Banking Group is a joint venture between Treynor Bancshares, Inc., the bank holding company of Treynor State Bank (TS Bank), with banking assets of $300 million; and the newly formed bank holding company, TS Contrarian Bancshares, Inc.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Chris Graham
CFO
Angela Avis
Chief Talent Management Officer
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