Chief Wealth Management Officer

Position Summary

The Chief Wealth Management Officer provides strategic and operational leadership for the Wealth Management division, with accountability for client experience, growth, fiduciary excellence, talent development, and financial performance. This role partners with bank leadership to align strategy, deepen relationships, and deliver integrated solutions. This role leads the delivery of trust, fiduciary, investment, advisory, and family office services while maintaining strong compliance, risk discipline, and operational effectiveness.

It is expected to drive growth, foster collaboration, and set clear accountability for results.

• Family – We support, trust, and respect each other, our customers, and our shareholders.
• Independence & Innovation – We embrace change as vital to our success.
• Relationships – We build relationships that are based on strong character, mutual loyalty, trust, and respect.
• Stewardship – We take care of ourselves so we can take care of others.
• Teamwork – We help each other grow and succeed.

The First National Bank in Sioux Falls began its long‑term commitment to the Sioux Falls area in 1885. The oldest bank in Sioux Falls owes its longevity to a combination of service, stability, innovation, and family involvement. Over the past 140 years, we have worked diligently to promote the growth and vitality of our city and the surrounding area.

Our culture is driven by integrity, service, and strong values. We are committed to investing our financial resources back into the communities we serve and encouraging active employee involvement in community volunteer organizations.

The First National Bank Way, a blend of our Mission Statement and FIRST Values, forms the foundation of our culture. Our values shape our behaviors and decisions as we build successful relationships. These values are not just words; they are deeply felt throughout our organization.

What will you do:

• Lead and develop a high‑performing team by setting expectations, coaching others, and driving accountability for results.
• Partner with senior leaders to align Wealth Management priorities with Bank strategy.
• Communicate clearly, delegate effectively, and empower teammates to execute.
• Build bench strength through coaching, succession planning, and development.
• Promote FNB values and ensure adherence to regulatory and policy expectations.

• Promote continuous learning and development for the team and self.
• Build strong client and referral relationships to support retention, growth, and expanded services.
• Drive business plan goals through a proactive, client‑centered approach.
• Partner across business lines to deepen relationships and improve the client experience.
• Monitor client satisfaction, resolve escalated concerns, and identify opportunities to strengthen engagement.

• Develop scalable processes and operating models that support efficiency, consistency, and growth.
• Oversee workflows and service delivery, and improve models to enhance client and team outcomes.
• Partner with Compliance, Risk, Legal, Operations, and Internal Audit to maintain strong governance and readiness.
• Ensure adherence to fiduciary responsibilities, regulations, policies, and timely issue resolution.

• Define and execute the strategic vision for Wealth Management in alignment with Bank priorities.
• Lead growth initiatives that deepen relationships, improve profitability, and support sustainable performance.
• Manage the annual budget, business plan, and key performance indicators.
• Drive innovation by aligning services with client needs, market trends, and business opportunities.

Ten or more years of progressively responsible experience in wealth management, trust, fiduciary, investment, private banking, or related financial services leadership roles required, including meaningful leadership and supervision experience. Demonstrated success in business development, client relationship management, and leading profitable growth is strongly preferred. Experience with trusts, estates, agency accounts, fiduciary…