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Partner with Business Banking Relationship Managers to identify and close employee benefits and retirement sales (DC, DB, NQDC, Equity, Health). Manage pipeline, prepare sales materials, pricing and proposals, engage clients through close for < $10M accounts, and provide guidance to junior staff. Requires deep retirement/benefits knowledge and required FINRA and insurance licenses.

The Technical Architect defines architectural vision aligned with enterprise strategy, evaluates system impacts, leads cloud architecture initiatives, and ensures regulatory compliance while mentoring teams.

Supports Financial Advisors by managing and deepening client relationships, coordinating onboarding, resolving escalations, tracking client activities, monitoring satisfaction, and executing the team service model. Participates in client review meetings, supports investment and product discussions, collaborates with specialists, and helps manage client segmentation strategies. The role may also involve residential mortgage lending and requires SAFE Act registration, securities licenses, regulatory filings, and an approved professional designation.

Provide client service support to Financial Advisors, act as primary client contact, ensure timely and accurate client materials, promote banking and investment offerings, follow policies to manage risk, and support day-to-day team activities and coverage.

Acquires new private banking clients, deepens existing relationships, and leads client teams in delivering integrated wealth, credit, banking, and asset management solutions. Develops client networks, identifies business opportunities, advocates for high-net-worth clients, supports retention, and collaborates with internal and external partners. The role may originate residential mortgage loans and requires SAFE Act registration and applicable securities licenses.

Manages and settles terminating trusts in accordance with fiduciary rules and regulations. Assigns and reviews work performed by settlement administrators, mentors junior staff, coordinates with attorneys, CPAs, tax, compliance, audit, and other internal partners, and manages settlement risks. Maintains beneficiary communications, resolves issues, supports timely and accurate administration, and serves as a technical resource for the Trust Settlement team.

Leads global liquidity and cash management product strategy, financial performance, profitability, and revenue growth. Oversees product development, market analysis, sales enablement, client solutions, and integrated technology experiences. Partners with senior stakeholders across the bank, advises treasury and finance executives, manages complex treasury mandates, and may lead teams. Responsibilities also include risk governance, forecasting, reporting, regulatory considerations, and executive communication.

Leads treasury solution sales for US bank clients, managing portfolios, developing relationships, identifying growth opportunities, and delivering customized liquidity, payments, FX, and commercial card solutions. Responsibilities include revenue and profitability growth, pricing and negotiations, RFP responses, client presentations, strategic planning, and partnership across bankers, product specialists, servicing, and implementation teams. Coaches Treasury Analysts and supports responsible risk-balanced client outcomes.

Works with Financial Advisor teams to deliver comprehensive wealth planning solutions. Analyzes client financial data, identifies investment and planning opportunities, prepares and attends client meetings, maintains financial plans and client information, and coordinates with specialists to address client needs. Requires knowledge of estate and gift taxes, philanthropy, trusts, insurance, income tax planning, investment management, portfolio analysis, and wealth management products.

Acquires and retains high-net-worth private banking clients, deepens relationships, and drives business development for clients with $3 million or more in investable assets. Advises clients on integrated wealth strategies, including wealth structuring, credit, banking, and asset management. Leads client management processes, coordinates internal specialists, promotes digital capabilities, manages risk, and delivers a high-touch client experience. The role may also involve residential mortgage loan origination and requires SAFE Act registration.