Senior Director, Private Banking & Wealth Management

Northwest Consumer Discount Company; Columbus (OH); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Professional development opportunities

Job summary

Northwest Consumer Discount Company in Columbus, OH is seeking an Executive Director of Private Banking. The ideal candidate will oversee the Private Bank team, implement strategic initiatives, and develop business metrics to enhance client experiences. Candidates must possess a Bachelor's degree in a related field, a Master's degree, and over 15 years of financial services experience. Exceptional skills in client management and wealth management strategies are required. Join us for competitive compensation and an inclusive work environment.

Qualifications

• 15+ years of financial services experience.
• 8-12 years in Wealth Management & Private Banking.
• Relevant licenses (CTFA, CFP, Series 6, Series 7) required upon hire.

Responsibilities

• Manage all aspects of the Private Bank offer.
• Develop business metrics to exceed annual goals.
• Partner with marketing teams for branding initiatives.

Skills

Financial Services Experience

Wealth Management

Client Relationship Management

Cross-referral procedures

Education

Bachelor's Degree in Business or Finance

Master's Degree (MS, MBA)

Tools

Microsoft Office Software

Job description

Northwest Consumer Discount Company in Columbus, OH is seeking an Executive Director of Private Banking. The ideal candidate will oversee the Private Bank team, implement strategic initiatives, and develop business metrics to enhance client experiences. Candidates must possess a Bachelor's degree in a related field, a Master's degree, and over 15 years of financial services experience. Exceptional skills in client management and wealth management strategies are required. Join us for competitive compensation and an inclusive work environment.