Private Client Manager II

About the Role

This position expands client relationships by identifying opportunities to deepen existing relationships. The role may involve residential mortgage loan origination and requires SAFE Act registration. The role is responsible for executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience.

• Drive inflows of new business across all product lines (Credit, Assets Under Management, Deposit) into the existing book of business.
• Lead complex credit opportunities, including structured credit deals.
• Grow book balances and year‑over‑year revenue.
• Partner with and mentor Private Client Managers on more complex products and client relationships.
• Act as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction.
• Encourage use and adoption of digital capabilities to enhance the client and client team experience.
• Build relationships with internal and external partners and centers of influence.

• Series 7, 63 and 65 (or Series 7 and 66) licenses.
• Unlicensed candidates may be considered if willing to obtain licenses within a standard 90‑day timeframe per exam after the first working day.
• 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.

• 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

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