Senior Private Client Sales Manager

First-Horizon-Bank; Boca Raton (FL); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Job summary

First Horizon Bank in Boca Raton seeks a Private Client Sales Manager to lead a high-value client portfolio and deliver comprehensive wealth and banking solutions through a team-based approach. You will coach private bankers, deepen existing relationships, and pursue new opportunities with affluent clients.

The role focuses on advanced credit knowledge, customized loan and wealth strategies, and close collaboration with credit, planning, and insurance specialists to meet client needs.

Qualifications

• Bachelor’s degree required in finance or related field.
• Proven track record managing affluent & high-net-worth clients.
• Advanced credit knowledge and structuring complex lending solutions.
• Strong knowledge of deposit, credit, and investment products.
• Excellent interpersonal and relationship management skills.

Responsibilities

• Drive sales process and ensure success of a large Private Client team.
• Recruit, lead, and coach private banking team members.
• Manage and grow a portfolio of high-value clients.
• Serve as a trusted financial advisor by understanding clients’ financial goals.
• Collaborate with cross-functional partners to deliver an integrated client experience.
• Drive growth through deposits, loans, and fee income and meet retention goals.
• Maintain a strong community presence to generate referrals.

Skills

Team leadership

Relationship management

Credit knowledge

Financial advisory

CRM proficiency

Education

Bachelor’s degree

Tools

Microsoft Office

CRM tools

Job description

SUMMARY

The Private Client Sales Manager is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships and managing bankers seeking to maintain a client portfolio. The Private Client Sales Manager delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon’s commitment to excellence in client service.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Drive sales process and ensure overall success of a large Private Client team, executing strategic initiatives in alignment with organizational financial goals.
• Recruit, lead, and coach private banking team members, fostering a culture of professional growth and client-centric excellence.
• Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and personalized financial solutions.
• Serve as a trusted financial advisor by thoroughly understanding each client’s financial situation, goals, and needs.
• Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists.
• Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions.
• Collaborate with cross-functional partners—including credit, trust, mortgage, planning, and insurance—to deliver an integrated client experience.
• Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals.
• Maintain a strong presence in the community to generate referrals and build new client relationships.
• Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients.
• Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure.
• Ensure compliance with regulatory requirements and internal policies, completing required training on time.
• Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values.
• Collaborate with the Market President and/or Line of Business leaders to support the development and implementation of strategies.

SUPERVISORY RESPONSIBILITIES

Directly responsible for directing, coordinating, and evaluating designated teams or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, training, and coaching employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

• Bachelor’s degree
• Minimum of 15 years of experience in the financial services industry, preferably in private banking, wealth management or commercial banking.
• Proven record managing affluent and high-net-worth client relationships
• Advanced credit knowledge and experience structuring complex lending solutions
• Strong understanding of deposit, credit, and investment products
• Demonstrated success in a goal-oriented, performance-driven environment
• Excellent interpersonal, presentation, and relationship management skills
• Proficiency in Microsoft Office and CRM tools
• Must comply with SAFE Act requirements within 30 days of employment

CERTIFICATES, LICENSES, REGISTRATIONS

• FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.)

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com

Benefit Highlights

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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