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Manage retention and growth of medium to large high-net-worth client relationships. Build and coordinate a team of banking, trust, and investment professionals to meet client needs. Provide expert wealth management counsel on complex issues, drive business development, and oversee relationship management. Role requires NMLS registration and successful completion of background and credit checks.

Manage and grow medium to large high-net-worth client relationships, build and lead a cross-functional wealth team, provide expert counsel on banking, trust and investment solutions, and ensure compliance with NMLS and regulatory requirements.

Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open-architecture investments, coordinate trust and portfolio management, perform research and due diligence, and develop new business while maintaining strong client relationships.

Advise high and ultra-high net worth clients on wealth, estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary services. Source, close, and deepen client relationships through internal and external development, coordinating specialists and strategic partners to deliver holistic, customized financial strategies.

Advise high and ultra-high-net-worth clients on wealth, estate planning, investments, banking, credit, insurance, and fiduciary services. Originate and deepen client relationships through sales and strategic advice, coordinate specialist teams, and comply with regulatory registration and background checks (NMLS). Drive growth via internal and external business development and act as a regional representative for PWM partners.

Manage and grow a portfolio of small business clients through prospecting, relationship development, financial analysis, lending, deposits, cash management, and tailored banking solutions. Monitor credit quality, apply underwriting judgment, manage risk, coordinate with internal specialists, and support client outcomes. Build community relationships and conduct outside sales activities within an assigned territory. The role requires NMLS registration and compliance with banking, lending, AML, BSA, and regulatory requirements.

Writes and manages responses to RFPs, pricing proposals, program proposals, and related client documents under tight deadlines. Coordinates with sales, relationship management, product, and marketing teams to gather information, integrate pricing, update product content, and tailor proposals to sales strategies. Independently manages multiple projects, ensures adherence to client specifications, and performs writing, editing, proofreading, administrative, and presentation-related tasks.

Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open-architecture solutions, perform research and due diligence, present investment plans, manage relationships, and drive new business while coordinating trust, portfolio management, and private banking services.

Develops financial advisory skills under a senior advisor while consulting with clients and prospects on financial goals, investments, risk tolerance, tax exposure, and financial products. Provides customized investment advice, conducts financial due diligence, complies with securities regulations and company policies, and supports business development and promotional activities.

Manages fund accounting staff and oversees accurate, timely transaction processing, general ledger maintenance, reconciliations, financial reporting, controls, and daily net asset value calculations. Resolves accounting issues, supports budgeting and forecasting, coordinates with administrators, transfer agencies, brokers, and custodians, and ensures compliance with SEC regulations and GAAP. The role also includes staff scheduling, training, performance support, audit collaboration, and project participation.