Private Banking Executive Director & Wealth Strategy

Northwest Bank; Bellevue (Allegheny County); On-site; USD 180,000 - 300,000; Full time

Job summary

Northwest Bank is seeking an Executive Director of Private Banking to lead the Private Bank across multiple markets, supervise direct reports, and drive cross‑functional revenue opportunities within Wealth Management.

This senior role partners with Retail, Commercial, Mortgage and Small Business Banking to deliver integrated client solutions, maintain P&L, and set strategic marketing initiatives to increase visibility and growth.

Qualifications

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

Responsibilities

• 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.

Education

Bachelor's Degree in Business, Finance or related track

Master's Degree (MS or MBA)

Job description

Northwest Bank is seeking an Executive Director of Private Banking to lead the Private Bank across multiple markets, supervise direct reports, and drive cross‑functional revenue opportunities within Wealth Management.

This senior role partners with Retail, Commercial, Mortgage and Small Business Banking to deliver integrated client solutions, maintain P&L, and set strategic marketing initiatives to increase visibility and growth.