Senior Wealth Management Banker

About the role

We're looking for a Senior Wealth Management Banker to:

• build and maintain trustworthy relationships with Financial Advisors, key branch personnel and clients
• promote banking and lending capabilities through branch education, consultation with advisors and guidance to clients
• partner with other field sales and marketing groups to provide expert content to the branch network and internal sales partners
• review and analyze origination pipelines, especially mortgage pipelines, of assigned branches and identify ways to improve processes
• define territory management strategy, tracking and reporting on business results, and sharing outcomes

Responsibilities

• work closely with Financial Advisors to understand and address their clients' needs
• educate Financial Advisors and branch personnel on banking and lending capabilities
• provide guidance and support to clients on banking solutions
• work with other field sales and marketing groups to develop and deliver expert content
• analyze and improve origination pipelines, particularly mortgage pipelines
• develop and implement territory management strategies

Requirements

Requirements include:

• a university degree
• a proven track record in supporting high net worth clients
• a familiarity with the structure of wealth management, either here or at a comparable institution
• knowledge of securities-based lending, mortgage banking, and private banking products
• a willingness to quickly learn mortgage origination if not already familiar
• a strong communicator with compelling presentation skills
• a confident decision-maker, highly organized and detail-oriented
• willingness to travel up to 75% of the time

Qualifications

Qualifications include:

• a university degree
• a proven track record in supporting high net worth clients
• a familiarity with the structure of wealth management, either here or at a comparable institution
• knowledge of securities-based lending, mortgage banking, and private banking products
• a willingness to quickly learn mortgage origination if not already familiar
• a strong communicator with compelling presentation skills
• a confident decision-maker, highly organized and detail-oriented
• willingness to travel up to 75% of the time

Skills

Skills required include:

• ability to communicate effectively with clients and advisors
• ability to analyze data and identify areas for improvement
• ability to work independently and as part of a team
• ability to manage multiple tasks and priorities
• ability to travel as needed

Benefits

Benefits include:

• competitive salary range based on relevant factors such as experience, qualifications, education, location, and skill level
• additional variable compensation or awards
• opportunities for professional development and advancement
• flexible working options when possible
• inclusive culture that values diversity and supports employee growth
• reasonable accommodations for individuals with disabilities

Pay

The indicative gross base salary range as a full-time equivalent role:

• United States - Minnesota - Minneapolis: min USD 140000 - max USD 180000
• United States - Washington - Seattle: min USD 140000 - max USD 180000
• United States - Washington - Bellevue: min USD 140000 - max USD 180000 /annum

Schedule

The role is full-time.