Executive Director, Private Banking

Northwest Bank; Columbus (OH); On-site; USD 180,000 - 320,000; Full time

Job summary

Northwest Bank is seeking an Executive Director of Private Banking to lead the Private Bank across key markets. This senior role manages multiple direct reports and aligns wealth-management offerings with Northwest Bank's strategic goals.

You will drive revenue through Depository, Lending and Investment Management, develop marketing strategies, and ensure a strong cross-referral network with Retail, Commercial, Mortgage and Small Business Banking.

Qualifications

• Bachelor's degree in Business, Finance or related field.
• Master's degree (MS or MBA) required.
• 15+ years financial services experience; 8–12 years in Wealth Management & Private Banking.
• Certifications: CTFA, CFP, FINRA SIE, Series 6, Series 7 upon hire.

Responsibilities

• Lead Private Bank team across key markets to meet strategic goals.
• Establish and monitor core metrics to meet annual plans and budgets.
• Drive revenue from Depository, Lending, and Investment Management services.
• Collaborate with Wealth Management leaders to ensure consistent Wealth Management experience.
• Develop internal/external marketing strategies to raise visibility and revenue.

Skills

Leadership

Strategic planning

Market analysis

Cross-functional collaboration

Client relationship management

Education

Bachelor's degree in Business/Finance

Master's degree (MS or MBA)

Tools

Microsoft Office

Job description

Locations

• IN0534 Fishers, OH
• 0523 Independence Bus Office, OH
• 0713 NW Bancshares HQ, PA
• 0258 Bellevue, PA
• 0736 Administration Center

Job Description

The 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 role 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 Functions

• 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.
• Responsible for managing pipeline and activities to ensure the appropriate number of opportunities is pursued to achieve revenue and budgetary goals.
• Keep up to date with markets, investments and private banking products and services and competitor offerings.
• Create, schedule, and lead internal training sessions about the Private Bank offering and all aspects of the Wealth Management Group products and services.

Additional Essential Functions

• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations.
• Navigate Microsoft Office Software, computer applications, and department‑specific software to maximize technology tools and gain efficiency.
• Work as part of a team.
• Work with on‑site equipment.

Additional Responsibilities

• Partner with Wealth Management, Investment Banking, Trust, and Commercial Banking leaders on integrated client solutions.
• Identify new client segments or product opportunities (e.g., family offices, entrepreneurs, crossborder clients).
• Lead strategic planning around asset gathering, profitability, and client lifecycle management.
• Act as a senior escalation point for client complaints, disputes, or compliance issues.
• Participate in talent calibration, succession planning, and compensation decisions.

QUALIFICATIONS

To 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.

Education

Bachelor's Degree in Business, Finance or a related academic track and a Master's Degree (MS or MBA).

Work Experience

More than 15 years of Financial Services experience; 8‑12 years in Wealth Management & Private Banking.

Licenses and Certifications

CTFA Upon Hire; CFP Upon Hire; FINRA SIE Upon Hire; Series 6 Upon Hire; Series 7 Upon Hire.

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.