The Anderson Search Group | January 2024 Updates

The new year brings new opportunities for our clients and our candidates. Despite layoffs across the country with multiple financial institutions, we continue to see needs nationally for top producing private wealth professionals and commercial banking executives. Most available and most qualified are not the same thing.

Jeremy Anderson | President & CEO
Connect on LinkedIn | About Jeremy

Questions a Private Wealth Recruiter Will Ask so be Prepared

As you walk into the private wealth recruiter’s office, you’re like a seasoned captain setting sail in familiar yet unpredictable waters. You’ve charted these seas before, but every interview is a new voyage with its own challenges and opportunities. They’ll ask about the compass that guides your career—your motivation for being in wealth management—and they’ll want to understand how you’ve navigated compensation structures in the past. Read More

The Power of Networking: How to
Build a Strong Professional Network in the Job Market

You meet, you greet, you connect. In the intricate dance of the professional world, your ability to network effectively can set the stage for unanticipated opportunities and unforeseen career advancements. As you step into the arena of the job market, consider the power of a strong professional network—an asset you can’t afford to overlook. Building this network requires more than casual conversations.
Read More

Vice President Fiduciary Officer –Fayetteville, Arkansas

• 5+ years experience administering, retaining and growing trust and estate planning business
• JD, CFP, or CTFA preferred but not required
• Demonstrated success managing and administering acquired and assigned accounts including, but not limited to investment management, estate, guardianship, and irrevocable trust accounts, on a day-to-day basis
• Proven ability to identify and refer business to internal business partners

Wealth Advisor –Salt Lake City, Utah

• Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance
• CFP preferred but not required
• Proven ability to have built their own book of business to at least $60 million AUM in fee based business
• Portfolio of clients $750K and up in net worth
• Will consider out of market candidates wishing to relocate to Salt Lake City as long as there are ties to the community ie went to school there, family there etc.

Trust Officer –
Pleasant Hill, Missouri

• Already possess or develop ability to review and understand ESOP business valuations.
• Already possess or develop ability to review and understand ERISA based plan documents – ESOP, 401k, profit sharing, etc.
• Learn to evaluate ERISA requirements for retirement plans and access the related fiduciary duties and risks.
• Communicate to employer clients and participants plan requirements and operational features.
• Establish relationships with other service providers to develop both referral sources and provide recommendations to clients who may need additional and varied services.
• Establish a basic understanding of investments and the ability to convey investment related topics to plan sponsor and employee participants.
• Sales ability to market our employee benefit products to help grow the department.
• Already possess or ability to learn regulatory requirements.
• JD preferred but not required.

Senior Private Banker –
San Francisco, California

• Formal Credit Training
• 10+ years experience in custom credit/tailored credit underwriting and/or structuring for high-net-worth individuals and 3+ years developing new business in the high net worth arena focused on loans, deposits, investment AUM and planning.
• Proven track record and ability to bring in HNW new loans, deposits, investment AUM and planning revenue using their own external centers of influence – not relying on internal referrals.
• Entrepreneurial spirit and drive to build a business.
• Well rounded, holistic approach to HNW wealth management solution selling – we are not interested in candidates ONLY focused on a single area of wealth – must be able to sell all solutions.
• Community and board involvement with pockets of wealth in and around the San Francisco market.

Senior Credit Executive –
Dallas, TX

• 25+ years business development, credit and relationship management experience
• Rare combination of proven business development and stellar credit skills
• Routinely self-sourcing $15 million – $20 million in loans and $10 million – $15 million in deposits annually
• C&I and Owner Occupied CRE lender – sweet spot for deals is $5 million
• Other types of loans he is experienced with: Investment CRE, multi-family CRE, ABL
• Strong network of developers, title companies and association across DFW

Trust BDO –
Delaware

• 2023: $1.3 million
• 2022: $1.4 million in new assets
• 2021: $1.6 million in new assets
• 2020: $1.4 million in new assets
• Generates over $1 million+ in revenue YOY
• All self sourced nationally and internationally 75% National 25% international
• Directed and managed trusts

Private Wealth Advisor –
Tampa, FL

• $460MM book – 90% self sourced – that is just brokerage and trust all fee based
• Generates over $2.5 million in revenue annually
• Goal for new revenue is $300K annually – already at $215K YTD
• Largest client $800 million most clients $2 million to $9 million net worth

Fiduciary Market Manager –                         San Antonio, TX

• 20+ years of experience developing business and leading teams in the wealth management arena
• Rare combination of Trust Expertise and Business Development ability
• Fiduciary legal and compliance expert
• Juris Doctor

For Clients –
Winning the War for Talent

Prior to your start date, review this video designed to accelerate your on boarding process and quickly establish rapport and credibility. We are pleased to offer this video to our clients and candidates and is part of our search process. Our recruiters are always available as a resource to you. Learn More

For Candidates –
Resignation Prep Video

This 12-minute video will help you create a smooth resignation process. We are pleased to offer this video to our clients and candidates and is part of our search process. Our recruiters are always available as a resource to you. Learn More

We are a Boutique Commercial Banking and Private Wealth Executive Search Firm specializing in placing elite commercial banking and private wealth talent with the nation’s finest financial institutions.

www.andersonsearch.com