Regional Vice President of Wealth

Company Overview

Queensborough Investments operates as a branch of Queensborough National Bank & Trust, a long-established local bank in Georgia. The division specializes in locally staffed wealth management services, offering personalized advice through skilled Wealth Planners and Trust Officers, enhanced with advanced industry tools and resources. They emphasize collaboration with experienced local teams to support clients in building and preserving wealth to achieve long-term objectives. Investment and insurance products are provided via LPL Financial and its affiliates, which function independently from Queensborough National Bank & Trust and Queensborough Investments. The firm adheres rigorously to regulatory requirements and delivers services only to residents where its agents hold proper registration or licensing.

Role Summary

The Regional Vice President of Wealth is a dedicated, full-time position located on-site in Columbia, SC. The role is responsible for spearheading growth initiatives and fostering strong client relationships within the region for Queensborough Investments. Major duties include leading wealth management and trust services teams to deliver compliant, high-quality advice that aligns with client objectives and organizational standards. The position entails formulating and implementing regional business strategies and establishing connections with affluent individuals, business owners, and key influencers.

Key Responsibilities

• Develop and execute strategic plans to expand regional wealth management services.
• Build and maintain relationships with high-net-worth clients and centers of influence.
• Collaborate with bank leadership and wealth partners to increase revenue streams and improve client experiences.
• Support marketing campaigns and prospecting efforts to generate new business.
• Monitor regulatory developments and market trends impacting wealth and trust services.
• Prepare and maintain detailed reports assessing regional performance metrics.
• Represent Queensborough Investments at client meetings and community events.

Candidate Qualifications

• Proven expertise in wealth management, investment advisory, financial planning, and trust and estate strategies.
• Current residency in the Columbia, SC area with an existing client base.
• Strong business development, client relationship management, and networking abilities.
• Comprehensive knowledge of compliance and regulatory standards related to broker-dealer and advisory activities.
• Exceptional communication, presentation, and interpersonal skills with the ability to clarify complex financial matters.
• Preferred experience within a banking or financial institution setting, particularly in cross-departmental coordination.
• Willingness and ability to work on-site in Columbia, SC, including regional travel and managing multiple priorities in a dynamic environment.