Executive Director, Private Banking

About the role

The Northwest Bank Executive Director of Private Banking will oversee the Private Bank offering, manage a team across multiple geographies, and work closely with various business line leaders.

Responsibilities

• Develop, manage, and maintain the Private Bank team in key strategic markets throughout the Northwest footprint.
• Establish and enhance core business metrics that meet or exceed annual plan and budgetary requirements.
• Perform continuous market analysis to identify and enhance the client experience and generate revenue from the Private Bank key services including Depository, Lending, and Investment Management services.
• Work in close co-operation with various business line leaders to ensure the Wealth Management experience is delivered in a broad and consistent fashion.
• Ensure that Private Bank offerings are competitive and delivered in an initiative-taking fashion to clients of Northwest Bank seeking this level of service.
• Partner with the Marketing teams in developing both internal and external brand recognition engagements and sales materials.
• Manage pipeline and activities to ensure appropriate number of opportunities are pursued to ensure revenue and budgetary goals.
• Create, schedule, lead internal training sessions about the Private Bank offering and all aspects of the Wealth Management Group products and services.

Requirements

• Bachelor's Degree in Business, Finance, or related academic track.
• Master's Degree in MS, MBA preferred.
• More than 15 years Financial Services Experience.
• 8 - 12 years Wealth Management & Private Banking Experience.

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.