Role Overview for EVP, Head of Wealth Management with a Global Bank – Miami, FL
JRG Partners is proud to partner with a premier global financial institution in their search for an exceptional Executive Vice President (EVP), Head of Wealth Management. This pivotal leadership role, based in the vibrant financial hub of Miami, Florida, offers a unique opportunity to shape the future of the bank’s wealth management division for the Americas. The successful candidate will be a visionary leader responsible for the strategic direction, exponential growth, and operational excellence of a business unit dedicated to serving Ultra-High-Net-Worth (UHNW) individuals, families, and institutions.
As the Head of Wealth Management, you will assume full P&L responsibility for the region, driving innovation in client service, product offerings, and digital engagement. You will lead a large, dynamic team of seasoned financial advisors, portfolio managers, and support staff, fostering a culture of high performance, collaboration, and unwavering ethical standards. Miami’s strategic position as a gateway to Latin America makes this role critical to the bank’s international growth strategy. You will be instrumental in expanding market share, deepening client relationships across diverse cultural backgrounds, and solidifying the bank’s reputation as a leader in bespoke wealth solutions.
This is more than a management position; it is a chance to build a legacy. We are seeking a strategic thinker with a proven track record of scaling wealth management businesses, a deep understanding of complex financial markets, and an authentic passion for helping clients achieve their long-term financial goals. You will be the face of the business in the region, representing the bank at industry events, engaging with key stakeholders, and acting as a senior advisor to the most significant clients. If you are a transformative leader ready to take on a challenging and highly rewarding role at the apex of the wealth management industry, we encourage you to apply.
Key Responsibilities of EVP, Head of Wealth Management with a Global Bank – Miami, FL
The EVP, Head of Wealth Management will have a broad and impactful remit, encompassing strategic leadership, business development, team management, and rigorous operational oversight. Key responsibilities include:
Strategic Leadership & Vision
Develop and execute a comprehensive, multi-year strategic plan for the wealth management division. Identify market trends, competitive threats, and growth opportunities to drive sustainable, long-term profitability. Set ambitious goals for asset under management (AUM) growth, revenue, and client acquisition.
P&L Management
Assume full ownership of the division’s profit and loss statement. Meticulously manage budgets, forecasts, and financial performance. Implement effective cost-control measures while strategically investing in technology, talent, and marketing to fuel growth.
Business Development & Market Expansion
Lead the charge in acquiring new UHNW clients and expanding the bank’s footprint in key target markets, with a particular focus on the domestic US and Latin American corridors. Cultivate a robust network of external referral sources, including attorneys, accountants, and other centers of influence.
Team Leadership & Talent Development
Lead, mentor, and inspire a high-caliber team of wealth advisors and relationship managers. Foster a collaborative and client-centric culture. Oversee recruitment, training, and professional development programs to ensure the team remains best-in-class. Implement performance management systems that reward excellence and drive accountability.
Client Relationship Management
Serve as the senior relationship manager for the division’s most significant and complex client relationships. Ensure the delivery of an exceptional, white-glove service experience that anticipates client needs and exceeds expectations. Act as a trusted advisor, providing sophisticated advice on investment strategy, asset allocation, estate planning, and philanthropic giving.
Product & Platform Strategy
Collaborate with internal partners in investment management, capital markets, and trust services to enhance and broaden the wealth management product suite. Champion the development of innovative solutions, including alternative investments, structured products, and customized credit facilities, to meet the evolving needs of UHNW clients.
Risk Management & Compliance
Uphold the highest standards of integrity and ethical conduct. Ensure all business activities are conducted in strict compliance with internal policies and external regulations. Work closely with legal, compliance, and audit partners to manage operational risk and navigate the complex regulatory landscape, ensuring strict adherence to the Investment Advisers Act of 1940 and other relevant regulations.
Requirements for the EVP, Head of Wealth Management with a Global Bank – Miami, FL
The ideal candidate will be a distinguished leader with extensive experience and a demonstrated history of success in the wealth management sector. Specific qualifications include:
Experience
A minimum of 15-20 years of progressive experience in wealth management, private banking, or a closely related field. At least 10 years in a senior leadership role with direct P&L responsibility and a proven track record of successfully managing and growing a significant book of business.
Educational Background
A Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline is required. A Master of Business Administration (MBA) or other advanced degree is strongly preferred.
Professional Certifications
The Certified Financial Planner (CFP®) or Chartered Financial Analyst (CFA®) designation is highly desirable.
Licensing
Active FINRA Series 7, 24, and 66 (or 63 & 65) licenses are required.
Market Expertise
Deep, nuanced understanding of the UHNW client segment, including their complex financial needs, investment preferences, and service expectations. Verifiable experience working with international clients, particularly from Latin America, is a significant advantage.
Leadership Skills
Exceptional leadership and people management skills. Ability to inspire, motivate, and develop large, diverse teams. A track record of building and maintaining a positive, high-performance work culture.
Business Acumen
Strong strategic and analytical skills. The ability to interpret complex financial data, identify key business drivers, and make sound, data-driven decisions.
Communication Skills
Superior interpersonal, presentation, and communication skills. The ability to articulate a clear vision and communicate effectively with clients, team members, and senior executive leadership.
Language Proficiency
Fluency in English is required. Professional proficiency in Spanish and/or Portuguese is highly preferred given the role’s geographic focus.
Benefits & Perks Offered
Our client offers a highly competitive and comprehensive compensation and benefits package designed to attract and retain top-tier executive talent. The package includes:
Executive Compensation
A highly competitive base salary commensurate with experience and market standards.
Performance-Based Incentives
A significant annual bonus potential tied to individual, divisional, and firm performance.
Long-Term Incentives
Participation in the firm’s equity program, including stock options or restricted stock units (RSUs), to align long-term interests with the success of the bank.
Comprehensive Health & Wellness
Premier medical, dental, and vision insurance plans for you and your eligible dependents. Access to wellness programs, mental health resources, and an executive physical program.
Retirement Savings
A generous 401(k) retirement plan with a substantial company match and profit-sharing components.
Executive Financial Services
Complimentary access to the firm’s top financial planning and tax advisory services.
Paid Time Off
A generous paid time off (PTO) policy, including vacation, sick leave, and company holidays.
Relocation Assistance
A comprehensive relocation package is available for qualified candidates moving to the Miami area.
How to Apply
JRG Partners is exclusively managing the search for this confidential and critical leadership role. If you are a qualified and interested candidate who meets the above criteria, we invite you to submit your resume and a cover letter for consideration. All applications will be treated with the strictest confidence.
To apply, please forward your application materials to our dedicated executive search team. Due to the high volume of applications we receive, only those candidates who most closely match the position requirements will be contacted.
JRG Partners is a leader in executive recruitment. Learn more about our expertise in Financial Services executive search and how we connect exceptional talent with world-class organizations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
