Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors

Overview

The Director of Wealth Management Talent Acquisition & Development provides strategic leadership for talent acquisition, onboarding, and advisor development initiatives across Tompkins Financial Advisors. This role is responsible for attracting and integrating high-performing wealth management professionals, supporting advisor growth and retention, and advancing organizational expansion through strategic recruiting and acquisition opportunities. Working closely with executive leadership and cross-functional partners, the Director develops scalable talent strategies that enhance advisor performance, strengthen organizational capability, and support TFA’s long-term growth objectives.

Position Goals

• Talent Acquisition Strategy - Develop and execute a comprehensive recruiting strategy that attracts high-performing wealth advisors, business development professionals, and advisory teams to support TFA’s growth objectives.

• Advisor Integration and Productivity - Ensure consistent and effective onboarding and transition experience that accelerates advisor integration, engagement, and speed-to-productivity across all markets.

• Talent Development and Retention - Design and implement development initiatives that strengthen advisor capabilities, support leadership growth, and improve long-term retention of key talent.

• Strategic Growth and Acquisition Support - Identify, evaluate, and facilitate advisor, team, and firm acquisition opportunities that contribute to business growth, asset accumulation, and market expansion.

• Organizational Alignment and Scalability - Establish consistent talent processes, partnerships, and frameworks that support operational efficiency, organizational culture, and sustainable growth across the TFA footprint.

Responsibilities

Strategic Talent Acquisition Leadership

• Lead and execute talent acquisition strategies focused on attracting experienced wealth advisors, business development professionals, and advisory teams.

• Build and maintain pipelines of qualified candidates aligned with business growth objectives.

• Strengthen TFA’s market presence and reputation as an employer of choice within the wealth management industry.

• Manage the full recruitment lifecycle from sourcing through successful hire and transition.

Advisor Onboarding and Integration

• Develop and oversee standardized onboarding programs that promote a consistent experience across all markets.

• Coordinate cross-functional activities to support smooth advisor transitions and integration.

• Monitor onboarding effectiveness and implement continuous improvements to accelerate productivity and engagement.

Talent Development and Retention

• Design and implement advisor development programs focused on business development, client acquisition, and professional growth.

• Partner with leadership to identify organizational capability gaps and development needs.

• Support succession planning, career pathing, and retention strategies for key talent.

Strategic Growth and Advisor Acquisition

• Partner with executive leadership to identify and pursue individual, team, and firm acquisition opportunities.

• Lead advisor and team engagement efforts related to transition opportunities and platform capabilities.

• Support due diligence, transition planning, and successful integration of acquired talent and assets.

Cross-Functional Leadership and Operational Excellence

• Collaborate with business leaders, operations, compliance, technology, and client service teams to align talent initiatives with organizational objectives.

• Establish scalable processes and frameworks that support growth, consistency, and operational effectiveness.

• Drive continuous improvement in talent acquisition, onboarding, and development practices.

Key Success Factors

• Strategic Leadership & Execution – Shapes long term strategy by aligning vision, mission, and values with strategic goals, growth initiatives, and future challenges.

• Influence – Leverages trusted relationships, alliances, and expertise to position ideas, influence stakeholders, and drive action.

• Relationship Building – Builds strategic alliances across the organization to drive business goals, foster collaboration, eliminate silos, and advance organizational success.

• People Leadership – Champions engagement, retention, and development through coaching, recognition, shared leadership, and succession planning.

• Planning & Results Orientation – Leads strategic planning by setting goals, managing resources and budgets, mitigating risks, and driving continuous improvement.

Qualifications

• Minimum of ten (10) years of progressive experience in wealth management, talent acquisition, recruiting, talent strategy, or a related financial services discipline required.

• Demonstrated success recruiting experienced financial advisors, advisory teams, or revenue-producing professionals with transferable books of business.

• Strong knowledge of the wealth management industry, including bank wealth management platforms, Registered Investment Advisors (RIAs), broker-dealers, and competitive recruiting practices.

• Proven ability to build and maintain relationships with senior-level professionals and executive stakeholders.

• Experience leading advisor onboarding, transition management, integration, or talent development initiatives preferred.

• Strong communication, negotiation, influencing, and relationship-management skills.

• Demonstrated ability to lead cross-functional initiatives and work effectively across multiple markets and business functions.

• Must be able to travel throughout the Tompkins footprint.

Benefits

• Medical

• Dental

• Vision

• 401(k) Match

• Profit Sharing

• Paid Time Off

• 11 Holidays

• Tuition Reimbursement

• Free Parking throughout Tompkins Community Bank

• Employee Referrals

EEO Statement

Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.

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Pay Range

USD $130,000.00 - USD $150,000.00 /Yr.

Bonus/Incentive Plan

This position includes participation in a performance-based cash incentive plan. May also be eligible for Equity Grants.