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Manages relationships with affluent and high-net-worth clients, generates new business, coordinates wealth management specialists, develops tailored investment and banking solutions, and oversees client plans and service delivery. The advisor serves as chief client strategist, cultivates referral and community networks, recommends solutions across investments, lending, mortgage, trust, and financial planning, and supports team development and retention.

Generates new private banking clients and manages ongoing relationships with affluent and high-net-worth individuals and families. Coordinates investment, wealth strategy, financial planning, trust, and banking specialists to deliver comprehensive solutions. Acts as chief client strategist, recommends financial solutions, prospects through centers of influence and community activities, and supports team development and client retention.

Drive operational safety in Consumer line of business, manage risks, oversee compliance, support product development, and lead governance analysts.

Manages relationships with affluent and high-net-worth clients, generates new business, coordinates wealth management specialists, and develops comprehensive investment, banking, lending, trust, and planning solutions. Serves as chief client strategist, oversees ongoing client experiences, identifies proactive financial solutions, prospects through community and professional networks, and supports development of junior team members.

Manages affluent and high-net-worth client relationships, generates new business, coordinates wealth management specialists, develops tailored financial solutions, and leads ongoing client communication and service delivery. Advises on investments, banking, lending, mortgages, trusts, estate planning, and portfolio strategies while prospecting through professional networks and community activities. Collaborates with internal teams and supports development of junior staff.

Leads regional private wealth growth by acquiring and deepening UHNW and HNW relationships, expanding revenue, and managing complex client portfolios. Oversees wealth planning across investments, lending, trust, estate, tax, and banking services. Recruits, develops, and manages regional advisory teams; sets business plans, monitors performance, ensures compliance, and partners across banking, operations, technology, and compliance functions.

The Senior Relationship Manager develops and manages middle-market commercial banking relationships for companies generating $25 million to $300 million in revenue. Responsibilities include acquiring clients, growing loans, deposits, and commercial card spend, managing a client portfolio, identifying financial solutions, overseeing deals, assessing credit and other risks, and meeting sales and production goals. The role requires extensive commercial banking, underwriting, credit analysis, portfolio management, networking, and client relationship experience.

The Senior Relationship Manager develops and manages middle-market commercial banking relationships with companies generating $25 million to $300 million in revenue. Responsibilities include acquiring clients, expanding portfolios, originating loans and deposits, promoting commercial card products, overseeing deals, assessing credit and other risks, delivering financial solutions, and meeting sales and production goals. The role requires strong market networking, financial expertise, credit underwriting knowledge, cross-functional collaboration, and effective pipeline management using Salesforce and Microsoft Office.

Execute email marketing campaigns through content setup, audience segmentation, testing, deployment, quality assurance, and performance monitoring. Maintain Salesforce Marketing Cloud templates, Cloud Pages, subscription lists, deliverability standards, and list hygiene. Support A/B testing, reporting, workflow improvements, documentation, cross-functional campaign alignment, and ad hoc marketing projects.

Lead SFMC and Data Cloud product strategy and execution: translate marketing goals into scalable SFMC solutions, manage platform roadmap and integrations, oversee automations, journeys, data mapping, governance, and campaign delivery while aligning marketing, technology, and analytics teams.