Private Client Advisor II

Job Description:

This position is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. The candidate will lead the Client Management Process and partner across the enterprise to deliver a Branded Client Experience, ensuring client retention and providing a full array of Private Bank capabilities and services.

Job expectations include the provision of residential mortgage loans, which requires compliance with the SAFE Act registration requirements. All employees engaged in residential mortgage loan origination must register with the federal registry system, remain in good standing, and pass the required SAFE Act background check. Failure to maintain registration may result in disciplinary action up to and including termination.

• Leads the Client Process Management Process within the client team to identify new business development opportunities
• Sources new clients in alignment with the bank's established risk appetite
• Leads the client team to deliver meaningful interactions and a Branded Client Experience
• Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment
• Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
• 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 90 days of start date
• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
• Ability to drive new business development for target client segment ($3MM++ investable assets)
• Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
• High‑touch, client‑focused individual with exceptional interpersonal skills
• Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
• Ability to influence; proactively asks for and closes business
• Solution oriented, sales and financial aptitude a must
• Skilled negotiator
• Ability to work with and identify the need for team specialists; collaborate closely with other team members
• Takes on a leadership role on the team and within the business community

• MBA or Post‑Graduate Degree CFP, CPA, CFA, CTFA, CFM or JD
• Significant plus experience

• Business Development
• Client Management
• Client Solutions Advisory
• Prospecting
• Wealth Planning
• Analytical Thinking
• Oral Communications
• Referral Management
• Relationship Building
• Risk Management
• Active Listening
• Attention to Detail
• Collaboration
• Decision Making
• Loan Structuring

• Minimum Education Requirement:
  High School Diploma / GED / Secondary School or equivalent
• Shift: 1st shift (United States of America)
• Hours Per Week: 40
• Location:
  
  1375 E 9TH ST - 1 CLEVELAND CENTER (OH4375)
• Pay Range: $ – $ annualized salary, offers to be determined based on experience, education, and skill set
• Incentives:
  
  Eligible for a formulaic incentive plan with monthly, quarterly, and/or annual opportunities based on performance metrics
• Benefits:
  Eligible for industry‑leading benefits, paid time off, and support resources to promote physical, emotional, and financial well‑being

Pay Transparency details: