Head of Wealth Management

The Senior Vice President, Head of Domestic Wealth Management is responsible for the leadership, growth, financial performance, and execution of Amerant Bank's domestic wealth advisory business. This executive is accountable for expanding wealth management revenue, increasing assets under management, generating net new assets, improving advisor productivity, strengthening referral conversion, and deepening client relationships across the Bank. The role serves as the senior business leader for domestic wealth advisory sales, relationship expansion, advisor recruiting, and advisor performance.

Working closely with Private Banking, Commercial Banking, Professional Banking, Treasury Management, and other relationship teams, the Head of Domestic Wealth Management embeds wealth advisory services within Amerant's relationship banking model and supports a coordinated client experience. This position focuses on business growth, advisor leadership, client acquisition, domestic wealth profitability, and integrated relationship execution. The role partners closely with Amerant Investments, Compliance, Risk Management, Legal, Operations, and other functional leaders to maintain a disciplined and well-controlled operating environment.

Responsibility for enterprise investment platform administration, broker-dealer operations, trust administration, product development, technology platform ownership, international wealth management, and broader wealth infrastructure remains with the appropriate functional leaders.

Key Responsibilities:

Business Growth and Strategic Execution Lead execution of Amerant's domestic wealth management growth strategy and annual business plan in alignment with Bank objectives. Drive growth in assets under management, net new assets, advisory fees, investment revenue, and overall business profitability. Establish annual production goals, market development priorities, and business development objectives for the domestic wealth organization. Develop initiatives to increase wallet share, client retention, asset consolidation, and penetration of wealth services within existing Bank relationships.

Identify market opportunities, competitive trends, advisor recruiting opportunities, and evolving client needs that support sustainable growth. Develop and execute market expansion strategies consistent with Amerant's target client segments and geographic priorities. Advisor Leadership and Performance Management Lead, coach, develop, and hold accountable Wealth Advisors and other assigned wealth management personnel. Establish clear performance expectations, production goals, activity standards, and accountability disciplines across the domestic wealth organization.

Lead advisor recruiting, onboarding, development, retention, and succession planning. Conduct regular business reviews and performance assessments focused on pipelines, net new assets, revenue, client acquisition, and relationship expansion. Build and maintain a talent pipeline for future advisor and leadership hiring needs. Foster a high-performance, client-focused culture grounded in collaboration, professionalism, and continuous improvement. Client Acquisition and Relationship Expansion Drive net new asset growth through proactive business development, client acquisition, and asset consolidation strategies.

Partner with Private Banking, Commercial Banking, Professional Banking, Treasury Management, and other teams to identify, qualify, and convert wealth opportunities. Promote a coordinated relationship coverage model that delivers integrated banking and wealth solutions. Establish disciplined referral management processes, client engagement standards, and opportunity tracking practices. Support significant client relationships and participate in strategic client development activities as appropriate. Expand the use of wealth advisory services among existing Amerant clients and cultivate new domestic wealth relationships.

Wealth Integration and Relationship Banking Partner with relationship managers and market leaders to embed wealth advisory services throughout the client relationship lifecycle. Ensure wealth opportunities are incorporated into client planning, portfolio reviews, and relationship management routines. Develop education and engagement programs that improve wealth awareness, referral quality, and conversion among bankers. Support Amerant's "One Client, One Quarterback, One Amerant Team" relationship philosophy.

Promote effective…