Managing Director II, Private Bank
United States
Full Time
2 days ago
$222,700 - $478,800 USD
H1B Sponsor
Key skills
Communication
About this role
Role Overview
- Oversee all aspects of private bank activities for high net-worth clients
- Develop and implement strategic plans for financial and client experience outcomes
- Drive execution of key strategic initiatives within Wealth and Asset Management/Private Bank
- Achieve results by managing risks and enhancing client experience
- Recruit, develop, and lead a high performing team of Wealth Management Advisors
Requirements
- BS/BA required
- CFP/CFA and MBA preferred
- Minimum of 12 years related Investment experience (e.g., investment management and trust)
- Proven business development skills
- Demonstrated ability to collaborate
- Excellent communication skills
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities