Private Client Manager I

Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
Excellent ability to work in a team environment
Strong interpersonal and influence / partnership skills
Significant knowledge of banking and credit; general understanding of investments, trust and wealth transfer

Deepens existing client relationships by offering basic banking and credit products (i.e., personal credit lines, mortgages)
Partners with team members to grow the existing books’ balances and Year over Year revenue
Encourages use and adoption of digital capabilities to enhance the client and client team experience
Builds relationships with internal and external partners and centers of influence
Builds and expands expertise to ensure clients receive high-quality advice and services aligned to their unique needs
Collaborates with client team members and receives coaching and development from Private Client Managers