The Arrow Financial Corporation is seeking a leader for our company’s Wealth Management Division! This role is a great fit for someone with a strong understanding of investment products, portfolio management, wealth planning and risk management; proven leadership skills and strategic thinking to drive growth and maintain a center of excellence for client relationships.

Director of Wealth Management

This opportunity requires a desire and ability to:

 Provide sales leadership and champion a growth mindset

 Demonstrate and encourage innovation to achieve initiatives

 Deliver quality analytics and insights promoting effective data-driven decisions

 Foster community/company relations and support our company culture

ABOUT THE POSITION

The Director of Wealth Management will oversee the management, direction, and development of the Wealth Management Division including Trust & Wealth Services, Investment Services, Retirement Plan Services, LPL Financial Services, and Wealth Management Operations. Additionally, the Director develops strategies and leads teams to: achieve revenue generation and growth goals; maintains quality service standards for reputation management; and develops business relationships, both internal and external, to maximize market opportunities. This position will report to the Chief Banking Officer.

RESPONSIBILITIES:

 Oversee Wealth Management Division to establish and support strategic and financial goals and objectives based on Company’s Strategic Plan for Investment Services, Trust & Wealth Services, Retirement Plan Services, LPL Financial Services, and Wealth Management Operations.

 Direct and ensure high quality, consistent service and operations throughout division; develop collaborative relationships throughout Company to build prospect pipelines and grow existing customer relationships while creating optimum operating efficiencies.

 Create, coordinate, and justify divisional operating and capital budgets; guide managers to monitor and control expenditures and analyze resources needed. Oversee sales incentive programs.

 Participate in company-wide business development activities; establish and cultivate relationships with community, industry, and professional contacts to promote Company image and attract new business.

 Represent Company as appropriate with community leaders, local businesses, and government officials.

 Direct, oversee and implement changes and additions to policies and procedures; ensure all areas comply with Company policies as well as Federal and State laws and regulations.

 Drive collaborative and consultative team environment and continue to build and develop group’s talent and expertise.

 Manage, coach, and counsel staff to meet department goals and achieve performance standards; encourage continuous improvement for career development.

 Remain current with competitive financial products, delivery channels and services through conferences and professional development opportunities or active research, and share knowledge with staff.

QUALIFICATIONS:

Education/Certifications/Experience:

 Bachelors degree in financial or related field required; advanced degree or certification (MBA or CFA) preferred

 15 years of experience in trust, wealth, or investment services required

 10 years of sales management experience preferred

Skills/Knowledge:

 Demonstrated senior leadership skills and ability to motivate team toward shared goals

 Comprehensive knowledge of modern portfolio theory, NYS Statutes as related to Trust and Estate Administration, and ERISA and IRS tax codes as relates to Retirement Plan Administration

 Ability to think strategically, manage multiple priorities, and demonstrate strong business acumen

 Exceptional communication skills, both written and verbal; comfortable communicating with customers, co-workers, senior leadership, Board of Directors and community influencers

 Proven track record of successful sales leadership

 Proficient in Microsoft Office Suite: Word, Excel, Outlook and PowerPoint

 Solid project management, organizational, and problem-solving skills

Physical Demands:

 Prolonged periods siting at a desk and some brief periods of walking/standing

 Repetitive use of telephone, computer, computer mouse, and keyboard

ABOUT OUR COMPANY

We offer a positive and supportive work environment, career development opportunities, competitive compensation, and an exceptional benefits package. Our Team welcomes candidates who will bring diverse intellectual, gender and ethnic perspectives. This position works out of our headquarters in Glens Falls, New York.

Arrow Financial Corporation is a multi-bank holding company based in Glens Falls, New York, with more than $4 billion in assets. Through its subsidiaries, Arrow provides a broad range of banking and insurance services across northeastern New York. Our subsidiaries include, Glens Falls National Bank and Trust Company, Saratoga National Bank and Trust Company and Upstate Agency, LLC. Arrow is committed to delivering value for its shareholders, its customers, and its communities. Its conservative business model and strategy of steady growth have resulted in many recognitions from the nation’s leading publications and bank-rating firms.

We are an Equal Opportunity Employer. Our employment decisions are made without regard for race, color, religion, national origin or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status, or any other characteristic protected by law.

The salary range for this position is $180,000 - $220,000 annually commensurate with experience and education. Additional Compensation may be earned through Company’s annual bonus program, based on individual and company performance. Eligible for Company Stock Award program.