Senior Director, Private Banking & Wealth Solutions

Northwest Bank; Independence (OH); On-site; USD 120,000 - 160,000; Full time

Job summary

Northwest Bank in Independence, OH is seeking an Executive Director of Private Banking. This senior leader will oversee the Private Bank team and collaborate with various departments to drive revenue and brand recognition. Candidates should have over 15 years of experience in Financial Services, with 8-12 years specifically in Wealth Management and Private Banking. A Bachelor's degree is required, and licenses such as CTFA and CFP must be obtained upon hire. Excellent leadership and market analysis skills are essential.

Qualifications

• More than 15 years of Financial Services experience.
• 8-12 years of experience in Wealth Management and Private Banking.
• Must hold CTFA, CFP, FINRA SIE, Series 6, and Series 7 licenses upon hire.

Responsibilities

• Develop and maintain the Private Bank team in strategic markets.
• Establish and enhance core business metrics to meet annual budgetary requirements.
• Perform market analysis to enhance client experience and generate revenue.

Skills

Financial Services Experience

Wealth Management

Private Banking

Market Analysis

Team Leadership

Education

Bachelor's Degree in Business or Finance

Master's Degree, MS, MBA

Tools

Microsoft Office Software

Job description

Northwest Bank in Independence, OH is seeking an Executive Director of Private Banking. This senior leader will oversee the Private Bank team and collaborate with various departments to drive revenue and brand recognition. Candidates should have over 15 years of experience in Financial Services, with 8-12 years specifically in Wealth Management and Private Banking. A Bachelor's degree is required, and licenses such as CTFA and CFP must be obtained upon hire. Excellent leadership and market analysis skills are essential.