Private Bank Group Regional Manager

Key Responsibilities

• 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.
• Partner with internal stakeholders (e.g., Commercial Banking, Regional Bank, Retail) to identify cross-sell opportunities.
• 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.

Basic Qualifications

• 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.

Preferred Qualifications

• 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.

Success Factors

• Strategic mindset with the ability to translate vision into actionable plans.
• Strong leadership presence and ability to influence across levels.
• Deep client focus and commitment to delivering exceptional service.
• Ability to navigate complex regulatory environments and drive compliance.

Compensation Range

• $170,000 - 350,000 Annual Salary

Workplace Type

• Office

Exempt Status

• Yes