Private Client Manager II

Job Description

This position is responsible for expanding client relationships by identifying opportunities to deepen existing relationships.

• Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
• Leads complex credit opportunities, including structured credit deals
• 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

The position may be responsible for the provision of residential mortgage loans and is subject to SAFE Act registration requirements. Employees must register with the federal registry system and remain in good standing. Failure to obtain or maintain registration may result in disciplinary action up to and including termination.

• 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 credit: general understanding of investments, trust and wealth transfer

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

• 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)

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