The Northwest Bank Executive Director of Private Banking will be directly responsible for managing all aspects of the Private Bank offer, including multiple direct reports functioning in various geographies and representing all product and service aspects within the Wealth Management Group. As a senior leader within the Wealth Management Group this position will interact with various leaders within the Wealth Management Group and executive partners within Northwest Banks Retail, Commercial, Mortgage and Small Business Banking segments to ensure strong cross-referral procedures and deepen revenue opportunities throughout the Northwest Bank organization. This position will also create both internal and external marketing strategies to drive visibility and establish and maintain the P&L aspects associated with this extremely important vertical business.
Essential Functions
Additional Essential Functions
Additional Responsibilities
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Business, Finance or related academic track
And Master's Degree MS, MBA
Work Experience
More than 15 years Financial Services Experience
8 - 12 years Wealth Management & Private Banking
Licenses and Certifications
CTFA Upon Hire
CFP Upon Hire
FINRA SIE Upon Hire
Series 6 Upon Hire
Series 7 Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Executive Director, Private Banking • Pittsburgh, PA, United States
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