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Executive Managing Director, Wealth Advisory
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- Effective management and overseeing team delivery of wealth management services and solutions (in accordance with Busey's Pillars, the Client Engagement Model, and the Wealth Management Service Blueprint) to ensure service excellence to client relationships with the goal of long-term retention
- Ensure delivery of the investment and fiduciary platform credit and banking solutions and enterprise capabilities to clients
- Including Investments, Comprehensive Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, and Tax Planning
- Participate in community activities and organizations to support and enhance local partnerships while building greater awareness of the Busey Wealth Management brand
- Collaborate with other lines of business across the Bank (Commercial Lending, Retail, Mortgage, and Cash Management) to enhance existing, joint client relationships, while also identifying opportunities for further growth and service expansion
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