Institutional Wealth Growth Director

First Citizens Wealth; San Francisco (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

First Citizens Bank in San Francisco seeks a senior Institutional Wealth professional to drive new institutional business for the Wealth division. You will promote retirement plans, asset management, custody, escrow, and philanthropic services, leveraging the bank’s offerings to meet client needs.

You will build partnerships with colleagues, represent the bank in the community, and ensure smooth transitions for acquired clients while meeting sales goals.

Responsibilities

• Drive new institutional business for the Wealth division in San Francisco.
• Promote retirement plans, asset management, custody, escrow, and philanthropic services.
• Build partnerships with colleagues and represent the bank in the community; ensure smooth transitions for acquired clients while meeting sales goals.

Job description

First Citizens Bank seeks a senior Institutional Wealth professional in San Francisco to drive new institutional business for the Wealth division. You will promote retirement plans, asset management, custody, escrow, and philanthropic services, leveraging the bank’s offerings to meet client needs.

You will build partnerships with colleagues, represent the bank in the community, and ensure smooth transitions for acquired clients while meeting sales goals.