Private Client Manager- Investments

Role Summary

This position is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. The primary focus is on advising clients on their financial needs and the full array of Private Bank capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. The role includes executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience.

Because the position may involve residential mortgage loans, employees are required to register under the SAFE Act and remain in good standing to avoid disciplinary action.

• Drives inflows of new business across all product lines with a strong emphasis on Investment Products
• Leads complex investment opportunities
• Grows book balances and Year over Year revenue
• Partners with and mentors Private Client Managers on more complex products and client relationships
• Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction
• Encourages use and adoption of digital capabilities to enhance the client and client team experience
• Builds relationships with internal and external partners and centers of influence

• Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
• 7+ years of successful experience in managing relationships with high‑net‑worth clients or equivalent financial services/business experience
• Excellent ability to work in a team environment
• Strong interpersonal and influence/partnership skills
• Significant knowledge of banking and investments: general understanding of investments, trust and wealth transfer

• MBA or Post‑Graduate Degree
• CFP, CPA, CFA, CTFA, CFM or JD a significant plus
• Strong Investment experience

• Client Management
• Client Solutions Advisory
• Loan Structuring
• Relationship Building
• Risk Management
• Active Listening
• Analytical Thinking
• Oral Communications
• Referral Management
• Underwriting
• Account Management
• Attention to Detail
• Collaboration
• Decision Making
• Financial Analysis

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

40

$ - $ annualized salary, offers to be determined based on experience, education and skill set.

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.