Lead and manage a team of Private Bank Regional Market Managers across the division.
Develop and execute divisional strategies to grow market share, deepen client relationships, and enhance profitability.
Collaborate with the Director of the Private Bank to align divisional goals with enterprise-wide objectives.
Champion a culture of performance, accountability, and client-centricity.
Drive new business development efforts across banking and investment products.
Ensure consistent delivery of high-touch client service and tailored financial solutions.
Monitor divisional performance metrics and ensure compliance with regulatory and risk management standards.
Oversee talent development, succession planning, and performance management for regional leaders.
Implement best practices and process improvements to enhance operational efficiency.
Ensure seamless integration of banking and investment products across the division.
Stay informed of market trends, regulatory changes, and competitive dynamics to inform strategy.
Provide feedback to product teams to enhance offerings based on client and market needs.

Bachelor’s degree in Business, Finance, or related field; MBA or advanced degree preferred.
10+ years of experience in private banking, wealth management, or financial services.
Proven leadership experience managing multi-regional teams.
Strong understanding of both banking and investment products.
Excellent communication, strategic thinking, and relationship management skills.
FINRA licenses (e.g., Series 7, 66) and other relevant certifications preferred.

Private Bank Group Regional Manager

Key skills