Private Banking Relationship Manager

Davita Inc.; Mount Laurel Township (NJ); On-site; USD 61,000 - 103,000; Full time

Job summary

A leading company in financial services is seeking a Private Banking Relationship Manager in Mount Laurel Township, NJ. The role is focused on providing financial guidance to affluent clients while enhancing household wallet share. Candidates should possess a Bachelor's degree and relevant banking experience. This full-time position requires a proactive sales strategy and the ability to develop strong client relationships.

Benefits

Comprehensive benefits package including health and dental insurance

401(k) program with employer match

Paid time off for holidays and volunteer work

Qualifications

• Bachelor's Degree or equivalent experience required.
• 3+ years of Banking or Financial Services Sales experience required.
• FINRA certification preferred.

Responsibilities

• Provide financial guidance for affluent clients.
• Develop a sales strategy to engage high net worth households.
• Coordinate client introductions and source business for multiple services.

Skills

Sales Strategy

Financial Planning

Customer Experience

Education

Bachelor's Degree

Job description

Private Banking Relationship Manager

Job Locations

US-NJ-Mt Laurel

Requisition ID

2025-22202

Location Name

Mount Laurel

County

Burlington

Category

Investment Services

Position Type (Portal Searching)

Full-Time

FLSA Status

Exempt

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This is a full-time, on-site, hybrid career opportunity based out of one of Fulton Bank work locations in Southern NJ. Specific work Location to be determined.

The primary responsibility of this position is to provide financial guidance and relationship management for affluent consumer clients in the assigned banking region, maximizing household wallet share across all FFC products and services (investment, consumer credit, deposit, residential mortgage), and increasing bank household market share. This position will also be responsible for coordinating and increasing client introductions, and sourcing business for other FFA business lines (Wealth Management, Retirement Services and Charitable Services), in their assigned region. This position will require frequent travel.

Responsibilities

Develop and execute a successful sales strategy in collaboration with consumer and commercial sales partners to engage with existing affluent and high net worth households.

• Utilize goal-based financial planning and account aggregation software in order to deliver consultative financial product and service solutions, and achieve sales and customer experience goals/targets as assigned.
• Partner with internal FFA team members and relationship teams (Wealth Advisors, PM's, FA's, FMC LO's, other PB's, FFA product specialists) to maximize household FFA fee business and overall FB product wallet share.
• Develop external referral networks and centers of influence for new client opportunities.

Qualifications

Education

Bachelor's Degree or the equivalent experience. Specialty: Business or other applicable. (Required)

Experience

3 or more years Banking and/or Financial Services Sales. (Required)

Certifications

FINRA certification (must obtain within 2 years of hire). (Preferred)

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The salary range for this position is $61,500.00 - $102,500.00 annually.

Additional Compensation Components

This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

NMLS

This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.

EEO Statement

Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.