U.S. Private Bank – Market Team Lead – Executive Director

10-10 yrs required

Full-time

No

Compensation and Benefits

Competitive base salary plus incentive compensation based on individual and team performance
Comprehensive benefits program, including medical, dental, vision, matching 401K, and generous paid time off
Opportunities for growth and development, including access to industry leading training and development programs

SEO Friendly Job Title: Market Team Lead - Executive Director (. Private Bank)

H1: Join . Morgan as a Market Team Lead in the . Private Bank

H2: Build Your Career and Wealth Management Skills in Palo Alto

Bold Headlines:

- Exceptional Opportunity: Market Team Lead - Executive Director at . Morgan's . Private Bank
- Join a Collaborative and Motivated Team in Palo Alto, CA
- Be Part of a Global Network with Resources and Specialists to Advance Your Career
- Lead and Coach a Team of Client Advisors in Providing First-Class Experience to Clients
- Grow Your Book of Business and Acquire New Assets with Support from Institutional Platform
- Develop and Execute Local Market Strategy with Focus on Hiring and Training
- Competitive Compensation and Benefits Package, Including Generous Paid Time Off and Growth Opportunities
- Required Qualifications: 10+ Years in Private Banking or Financial Services Industry, Leadership Experience, Bachelor's Degree, FINRA Licenses
- Preferred Qualifications: MBA, JD, CFA, or CFP, Proven Sales Success, Ability to Attract and Develop High Performing Teams, In-Depth Knowledge of Investments and Alternative Assets

Not specified

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Leadership, Sales, Wealth Management, Investments, Financial Planning, Credit, Banking, Business Coaching, Team Management, Client Relationship Management, Interdisciplinary Expertise, Risk Management, Regulatory Compliance, Series 7, 66, 9, 10, Insurance Licenses, High Performing Team Management, Sales Success, Business Acumen, Equity Markets, Fixed Income Markets, Alternative Investments, Hedge Funds, Private Equity, Real Estate

Bachelor's degree (required), MBA/JD/CFA/CFP (preferred)

Interested candidates can apply through the company's website or by contacting the hiring manager directly.

Qualification and Experience Bachelor's Degree, MBA, JD, CFA, CFP (preferred)

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