Executive Director, Private Banking

Northwest-Bank; Bellevue (Allegheny County); On-site; USD 180,000 - 280,000; Full time

Job summary

Northwest Bank is seeking an Executive Director of Private Banking to lead the Private Bank across key markets. You will manage a team, drive revenue from Depository, Lending, and Investment Management, and collaborate with Wealth Management, Retail, Commercial Banking to deepen cross-referrals.

This senior role requires 15+ years in financial services, 8-12 years in Wealth Management, and licenses including CTFA, CFP, FINRA SIE, Series 6 and 7.

Qualifications

• Bachelor's degree in business, finance or a related field.
• Master's degree (MS, MBA) strongly preferred.
• More than 15 years of financial services experience.
• 8–12 years in Wealth Management & Private Banking.
• Licenses: CTFA, CFP, FINRA SIE, Series 6, Series 7.

Responsibilities

• Develop, lead, and manage the Private Bank team across key markets.
• Establish and monitor core metrics to meet annual plans and budgets.
• Drive revenue from Depository, Lending, and Investment Management services.
• Collaborate with Wealth Management and other lines to deliver a consistent experience.
• Lead strategy, training, and marketing to elevate brand visibility.
• Manage pipeline and opportunities to achieve revenue and budget goals.
• Ensure regulatory compliance and up-to-date knowledge of markets and products.

Education

Bachelor's Degree Business, Finance or related academic track

Master's Degree MS, MBA

Job description

IN0534 Fishers, OH0523 Independence Bus Office, OH0713 NW Bancshares HQ, PA0258 Bellevue, PA0736 Administration CenterJob DescriptionThe Northwest Bank Executive Director of Private Banking will be directly responsible for managing all aspects of the Private Bank offer, including multiple direct reports functioning in various geographies and representing all product and service aspects within the Wealth Management Group. As a senior leader within the Wealth Management Group this position will interact with various leaders within the Wealth Management Group and executive partners within Northwest Banks Retail, Commercial, Mortgage and Small Business Banking segments to ensure strong cross-referral procedures and deepen revenue opportunities throughout the Northwest Bank organization. This position will also create both internal and external marketing strategies to drive visibility and establish and maintain the P&L aspects associated with this extremely important vertical business.Essential FunctionsDevelop, 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.Responsible for managing pipeline and activities to ensure appropriate number of opportunities are pursued to ensure revenue and budgetary goals.Keep up to date with markets, investments and private banking products and services and competitor offerings.Create, schedule, lead internal training sessions about the Private Bank offering and all aspects of the Wealth Management Group products and services.Additional Essential FunctionsEnsure compliance with Northwest’s policies and procedures, and Federal/State regulationsNavigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiencyWork as part of a teamWork with on-site equipmentAdditional ResponsibilitiesPartner with Wealth Management, Investment Banking, Trust, and Commercial Banking leaders on integrated client solutionsIdentify new client segments or product opportunities (e.g., family offices, entrepreneurs, cross‑border clients)Lead strategic planning around asset gathering, profitability, and client lifecycle managementAct as a senior escalation point for client complaints, disputes, or compliance issuesParticipate in talent calibration, succession planning, and compensation decisionsQUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.EducationBachelor's Degree Business, Finance or related academic track AndMaster's Degree MS, MBAWork ExperienceMore than 15 years Financial Services Experience8 - 12 years Wealth Management & Private BankingLicenses and CertificationsCTFA Upon HireCFP Upon HireFINRA SIE Upon HireSeries 6 Upon HireSeries 7 Upon HireNorthwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.