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Private Wealth Management Partner
Job in
Montgomery, Montgomery County, Alabama, 36136, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Banking & Finance, Risk Manager/Analyst
Job Description & How to Apply Below
Responsibilities
- Manages strategic banking processes, initiatives and new product development for Private Wealth Management Banking
- Supports PWM Banking Products and Development Manager on strategic banking initiatives
- Leads banking process work streams to ensure goals are met
- Creates white papers by conducting industry research
- Proactively establish and monitor pricing for loans less than $1.0mm
- Assesses the financial impact of all modernization activities
- Utilizes loan level data to identify opportunities, risks and make recommendations
- Identifies and mitigates risk for banking products
- Serves as subject matter expert with Technology, data analytics and Consumer Product teams
- Provides guidance and support on government, risk management, and compliance activities
- Develops strong collaboration with internal partners
- Coordinates regulatory examinations and prepares detailed presentations
- Bachelor’s degree in Business, Finance or a related field
- Ten (10) years of relevant banking experience
- Previous Private Banking experience
- Previous Commercial Underwriting experience
- Proven experience leading work streams and process improvements
- Knowledge of lending regulatory requirements for commercial and consumer lending
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