Simmons Bank

Senior Private Wealth Strategist

Simmons Bank

3 months ago
Jonesboro, AR
Onsite
Full Time
Senior
0 applicants
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Simmons Bank
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About this role

This role supports the administration of Private Wealth accounts and ensures they are managed in accordance with applicable policies and regulations. The position involves close collaboration with clients, their professional advisors, and portfolio managers to support trust and investment relationships. It also involves participation in community and professional organizations and contributing to departmental governance and compliance.

Skills

Qualifications

BS/BA Degree (4-year)Law Degree (Preferred)
Simmons Bank

About Simmons Bank

simmonsbank.com

For more than 100 years, Simmons Bank has worked hard to help make our customers’ dreams come true - like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.

About Simmons Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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