U.S. Private Bank - Office Team Lead – Executive Director or Managing Director

5-10 yrs required

Full-time

No

Salary Information

The salary for the . Private Bank - Office Team Lead – Executive Director or Managing Director role is competitive and commensurate with the experience and qualifications of the successful candidate.

## . Private Bank - Office Team Lead – Executive Director or Managing Director

**Job Summary:**
The . Private Bank is actively searching for an experienced and motivated individual to join their team as an Office Team Lead – Executive Director or Managing Director. This role will be responsible for advising families on building, preserving and managing their wealth, as well as managing and building relationships with clients and developing and retaining a local team of Client Advisors.

**Job Responsibilities:**
- Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- Generate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team
- Participate in developing the team’s business plan and ensure goals and objectives are being measured and achieved on an individual and team level
- Provide ongoing coaching, feedback and development to local Client Advisors
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed; connect your clients across all lines of business of . Morgan Chase & Co.
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach while strictly adhering to all risk and control policies, regulatory guidelines and security measures

**Required Qualifications, Capabilities, Skills:**
- Ten plus years of work experience; Private Banking or Financial Services industry preferred
- Five plus years of experience in a leadership position
- Bachelor’s degree required; MBA, JD, CFA, or CFP preferred
- FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts

**Preferred Qualifications, Capabilities, Skills:**
- Proven record of being a player-coach within a high performing team model
- Proven sales success and strong business acumen
- Ability to attract, retain and develop a high performing Client Advisor team
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

**Salary Information:**
The salary for the . Private Bank - Office Team Lead – Executive Director or Managing Director role is competitive and commensurate with the experience and qualifications of the successful candidate.

## Overview
Company is looking for an experienced and motivated individual to join their . Private Bank team as an Office Team Lead – Executive Director or Managing Director. This role will be responsible for advising families on building, preserving and managing their wealth, as well as managing and building relationships with clients and developing and retaining a local team of Client Advisors.

## Responsibilities
- Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- Generate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team
- Participate in developing the team’s business plan and ensure goals and objectives are being measured and achieved on an individual and team level
- Provide ongoing coaching, feedback and development to local Client Advisors
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed; connect your clients across all lines of business of . Morgan Chase & Co.
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach while strictly adhering to all risk and control policies, regulatory guidelines and security measures

## Requirements
- Ten plus years of work experience; Private Banking or Financial Services industry preferred
- Five plus years of experience in a leadership position
- Bachelor’s degree required; MBA, JD, CFA, or CFP preferred
- FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts

## Preferred Qualifications
- Proven record of being a player-coach within a high performing team model
- Proven sales success and strong business acumen
- Ability to attract, retain and develop a high performing Client Advisor team
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds

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