Lead Wealth Management Banker

• Lead complex initiatives within Wealth Management Banking - Professional Services functional area, including those that are cross-functional and that have broad impact
• work as key participant in large-scale planning for Wealth Management Banking - Professional Services functional area
• review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
• make decisions in complex and multi-faceted situations requiring solid understanding of Wealth Management Banking - Professional Services functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
• collaborate and consult with Wealth Management Banking - Professional Services peers, colleagues, and middle to more experienced level managers to resolve issues and achieve goals
• lead Wealth Management Banking - Professional Services projects and teams, or serve as a peer mentor

5+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Consumer and commercial client, mortgage or private banking experience including working with professional services firms (legal services)
• experience working with clients in the High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) space
• experience consistently delivering strong sales performance
• excellent relationship management skills
• successfully completed FINRA Series 7 and 66 (or FINRA equivalents) exams to qualify for immediate registration

• Equal opportunity employer
• compliance and risk management culture
• medical accommodations for candidates with disabilities upon request during the recruitment process
• drug-free workplace policy