Wealth Banking Director – Professional Services

Responsibilities

• Lead the strategy, growth, and execution of a national Professional Services banking practice
• Build and deepen relationships with senior executives, partners, and decision-makers across client organizations
• Develop and deliver holistic financial solutions by partnering across Wealth Management, Commercial Banking, and Investment Banking
• Own business performance, including P&L, balance sheet management, and risk oversight
• Lead, coach, and develop a geographically dispersed team of Relationship Managers and banking professionals
• Drive new business development through internal collaboration, external networking, and client engagement
• Establish and maintain a strong risk and control environment, ensuring alignment with regulatory and compliance requirements
• Optimize processes, scalability, and operational effectiveness across the business
• Allocate resources strategically to support growth, client experience, and business priorities
• Foster an inclusive, high-performance culture that encourages innovation, collaboration, and professional development

• 10+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience
• Experience serving professional services clients (e.g., private equity, legal, consulting, or alternative asset management firms)
• Demonstrated success building or scaling a specialized banking or client segment business
• Strong knowledge of lending, credit structuring, treasury management, and wealth solutions
• Proven ability to manage business performance, including P&L and risk
• Experience working within a complex, matrixed organization
• Excellent leadership, communication, and stakeholder management skills
• FINRA Series 7 & 66 (or equivalent) or ability to obtain within required timeframe

• Wealth Management
• P&L management
• balance sheet management
• risk oversight
• lending
• credit structuring
• treasury management
• financial solutions
• business development
• operational effectiveness

• leadership
• communication
• stakeholder management
• relationship building
• coaching
• collaboration
• innovation
• professional development
• strategic resource allocation
• inclusive culture

• FINRA Series 7
• FINRA Series 66