Senior Lead Wealth Management Banker – HNW, Executive Wealth Solutions
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Responsibilities
- Lead complex, high-impact initiatives within the Executive Wealth Solutions and Professional Services segment, often spanning multiple business lines and disciplines
- Serve as a trusted advisor to HNW clients and senior executives, delivering customized banking and lending strategies aligned with their broader wealth plans
- Drive large-scale strategic planning efforts focused on expanding and deepening relationships within the executive and professional services client segment
- Analyze and structure sophisticated, multi-layered credit and liquidity solutions, including bespoke lending, tailored banking arrangements, and integrated trust strategies
- Navigate complex financial, operational, and client-specific factors, including illiquid assets, concentrated positions, and executive compensation structures
- Make sound decisions in highly complex environments, applying deep expertise in HNW client needs, regulatory considerations, and lending frameworks
- Collaborate closely with advisors, investment professionals, trust partners, and senior leadership to deliver a seamless, client-centric experience
- Lead client engagements, deal execution, and internal initiatives, while mentoring junior team members and serving as a subject matter expert
- 7+ 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
- Significant experience advising HNW clients, corporate executives, and partners within professional services firms (e.g., legal, consulting, accounting)
- Strong background in complex credit structuring, customized lending, and balance sheet optimization
- Proven track record of delivering results in a highly competitive HNW environment
- Exceptional relationship management skills with the ability to engage senior-level and executive clients
- FINRA Series 7 and 66 (or equivalent) preferred for immediate registration
- FINRA Series 7
- FINRA Series 66
Position Requirements
10+ Years
work experience
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