Private Client Office Director, SVP

Position Title

Private Client Office Director, SVP

 

Location

San Francisco, CA 94104

 

Job Summary

The Private Client Director is responsible for driving results in the Private Client Office with prospective high net worth individuals and businesses through significant business development activities. Additionally, the role will professionally manage onboarded client relationships to maintain the highest levels of satisfaction, earn additional business and quality referrals. Expected activities including but not limited to: leading and performing internal and external prospect and client meetings, networking events, working with COI’s, outreach activities, etc. Engage and coach the team to perform at the highest level.
Pay Range: $165,621 - $223,588 - $281,556

 

Job Responsibilities:

• Acquiring and deepening affluent client relationships through dedicated and consistent business development and relationship management activities .
• Manage the Private Client Office in Service delivery, Sales, Ops compliance and all HR matters.
• Possess a deep understanding of Flagstar Private Bank’s consumer and business product offerings, as well as broader capabilities across all LOBs at Flagstar Bank. Ability to comprehend individual financial situations and introduce appropriate bankers and subject matter experts as needed, with the intention of deepening relationships. Anticipate opportunities and challenges pro-actively in all situations.
• Analyze and resolve issues for clients, leveraging PCO Bankers and internal subject matter experts when appropriate, and escalating any sensitive matters as needed.
• Culture carrier; in every internal and external relationship, work to collaborate on, deliver and follow-up on customized solutions.

ADDITIONAL ACCOUNTABILITIES

• Use independent judgement, experience and discretion to make decisions.
• Interface with top clients, executives and board members as needed.
• Team subject matter expert in all Private Bank deposit and credit products, as well as wealth management solutions.
• Perform special projects, and additional duties and responsibilities as required.
• Adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training.  Accountable to maintain compliance with applicable federal, state and local laws and regulations.
• Ultimately responsible for the Private Client office and facilities.

JOB REQUIREMENTS

Required Qualifications:

• Education level required: Undergraduate Degree (4 years or equivalent).
• Minimum experience required : 5+ Years experience working in business development with affluent clients in Private Banking or Wealth Management.
• Minimum experience required: 5+ Years leading high-performance teams in financial services.

Job Competencies:

• Strong leadership and influence skills.
• Ability to analyze and provide financial service solutions to individual and business private banking clients.
• Adept at networking, outreach and setting appointments.
• Skilled in working with Centers-of-Influence.
• Multi-tasking required.
• Exceptional calendar and time management required.

Flagstar is an Equal Opportunity Employer

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank