SVP of Wealth Advisory

TS Banking Group is seeking to hire an SVP of Wealth Advisory for TS Prosperity Group and Collins Consultingbusiness units.

The SVP of Wealth Advisory is the senior executive responsible for leading, integrating, and scaling TS Banking Group’s wealth related businesses, including Fiduciary & Trust Services, Financial Planning & Advisory, and Tax, Accounting & Business Services.

This leader ensures that all Wealth functions operate as a unified

Wealth Marketplace—delivering consistent client experiences, drivingcross-selling, improving advisor time allocation, and supporting sustainable revenue and AUM growth across the entire organization.

Education/

Experience:

Bachelor’s Degree from a four-year college or university, 5-10+ years in wealth management leadership, ideallyspanning areas of investment advisory/ AUM based business, financial planning, fiduciary/trust services, tax preparation, tax planning or business advisory required. Preferred designations CPA, CFP, CTFA,JD/LLM (Tax), or equivalent advanced designation. Proven operator with strong process discipline, CRM/pipeline management capability, andP&L fluency.

Location:

On-Site, Council Bluffs, IA

Provide executive oversight of the Wealth division’ssales culture, ensuring that all subordinate leaders and employees operate with disciplined sales practices,consistent client experience standards, and high-quality service delivery. Lead organizational planning relatedto staffing, client experience, marketing coordination,and business development execution across all markets.

• Lead execution of the Wealth Marketplace Growth Plan by integrating fiduciary, planning, and tax and accounting service lines into a single, coordinated advisory ecosystem.
• Drive annual and multi-year growth targets for AUM inflows, tax& planning revenue, fiduciary expansion, and bookkeeping &payroll modernization aligned with the organization’s businessline growth plans.
• Develop a unified operating plan—including pricing, servicepackaging, and geographic expansion strategies across the TSBanking Group footprint—to capture the identified market opportunities.
• Refine the target persona profile and value propositions and collaborate with marketing to achieve performance-focused lead generation marketing efforts.
• Oversee the combined Wealth earnings performance, including revenue performance, gross margin management, capacity planning,and long-term earnings scalability for all wealth-related lines.
• Establish pricing governance for tax prep, planning retainers,and bookkeeping/payroll to ensure the business moves away fromlegacy under priced service models.
• Build a consistent client service model (tiering, meeting cadence, service level standards) across Fiduciary, Planning, andTax & Accounting.
• Improve client retention, particularly among investment management and planning households, through proactive engagementprograms and standardized advisor calendars.
• Ensure white glove tax preparation and discovery processes that support planning and investment management cross sell.
• Operationalize funnels across consumer, business, and agsegments, including tax planning, AUM and bookkeeping, businessadvisory, banking relationships.
• Establish a coordinated go to market motion with TSBG’s bankingteams to maximize internal referrals and entry points into wealth services.
• Ensure 100% of suitable tax clients are engaged with intake,cross sell offers, and planning discussions, tied to definedconversion KPIs.
• Oversee development of a robust attorney referral ecosystem,leveraging the strong but underpenetrated market opportunityidentified across the Iowa/Nebraska footprint.
• Support the SVP of Fiduciary in deepening existing relationships and expanding new COIs, including formal partner programs, CEevents, and educational content.
• Align fiduciary service delivery with planning and tax teams forseamless estate, trust, and multigenerational client engagement.
• Ensure all Wealth division activities comply with applicable regulations, organizational policies, operational procedures,internal controls, and risk management requirements. Performadditional duties as assigned in support of organizational objectives.
• Implem…