Wealth Banking Director - Professional Services
Listed on 2026-07-08
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Finance & Banking
Financial Compliance, Risk Manager/Analyst, Wealth Management, Financial Manager -
Management
Risk Manager/Analyst, Wealth Management, Financial Manager
For our client, we are seeking a Wealth Banking Director - Professional Services to join the team of a leader in the Finance & Insurance space. This role will support financial discipline around P&L visibility, margin improvement, and business performance. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.
Location:
Charlotte, NC - US based candidates only, no visa sponsorship available
Compensation: $250,000 – $420,000 annually
Responsibilities- Lead strategy and growth for a national Professional Services banking practice
- Cultivate relationships with senior executives and decision-makers
- Deliver integrated financial solutions by collaborating across business units
- Oversee business performance including P&L and risk management
- Lead and develop a dispersed team of banking professionals
- Drive business development through networking and client engagement
- Ensure compliance with regulatory and risk management standards
- 10+ years in Wealth Management Banking or related field
- 4+ years in management or leadership roles
- Experience with professional services clients like private equity
- Proven ability to build and scale banking segments
- Strong understanding of lending, credit, and wealth solutions
- Excellent stakeholder management and communication skills
- FINRA Series 7 & 66 or ability to obtain required licenses
- Comprehensive health benefits
- 401(k) plan
- Paid time off
- Disability benefits
- Life and critical illness insurance
- Parental and critical caregiving leave
- Tuition reimbursement
- Adoption reimbursement
- Commuter benefits
- Scholarships for dependent children
Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.
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