Executive Director, Private Banking

About the role

The Northwest Bank Executive Director of Private Banking will oversee the Private Bank offering, including its delivery across multiple geographic locations. This role involves managing a team, enhancing client experiences, and driving revenue through various services.

Responsibilities

• Manage the Private Bank team in strategic markets
• Develop and enhance core business metrics
• Perform market analysis to improve client experience and generate revenue
• Collaborate with various business line leaders to ensure consistent Wealth Management delivery
• Ensure Private Bank offerings are competitive and deliver high-quality service
• Create and lead internal training sessions on Private Bank and Wealth Management products
• Manage pipeline and activities to achieve revenue and budgetary goals
• Stay updated on markets, investments, and private banking products
• Partner with Marketing teams for brand recognition and sales materials
• Navigate compliance with Northwest’s policies and Federal/State regulations
• Use Microsoft Office and other relevant software
• Work collaboratively with other departments
• Handle client complaints and disputes
• Participate in talent development and succession planning

Qualifications

• Bachelor's Degree in Business, Finance, or related field
• Master's Degree preferred
• More than 15 years of financial services experience
• 8-12 years of wealth management and private banking experience
• Licenses and certifications: CTFA, CFP, FINRA SIE, Series 6, Series 7 upon hire