Private Bank National Practice Leader

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Private Bank National Practice Leader
The candidate serves as a national leader to drive growth through the development of strategy, go-to-market program and resources. Serves as sales liaison for the Private Bank Managing Directors to drive growth in all advisor channels with a focus on investment management , and enhancing client experience. Coordinates with key leaders in the Private Bank job functions to develop the sales strategy, product and service focus and overall go to market philosophy for the organization with an emphasis on achieving long-term productivity goals for the Private Bank. Reports to Managing Director, National Private Bank. Establishes go-to-market strategy with developed tools and resources to Private Bank teams to leverage in achieving annual revenue growth & client experience goals through consistent sales practices, awareness and education of Private Bank services with a focus specific to each job function. Works with Private Bank teams to ensure consistent execution of advisor roles and responsibilities in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for Private Bank solutions and services and articulating value proposition. Establishes trusted, consultative relationships with Regional and National Leadership teams and One Bank partners to positively influence better outcomes. Monitors sales effectiveness to ensure Private Bank Advisors (WMA, STA, PM, PB etc achieve annual business results including client experience and risk management objectives; develops best practices and proactively addresses underperformance in collaboration with region leadership. Collaborates with Regional and National Leaders to ensure Advisors are operating within established guidelines including adherence to policies and procedures, compliance activities and strategies. Contributes to organization structure, design and talent strategy/icomp planning /client acquisition/onboarding of Private Bank Advisors to continuously optimize services with best in class talent. Ensures that t Advisors are leveraging the digital, national and centralized resources (PCS, Trust Administration, Middle Office, etc.) to drive consistency in our operating model and client experience. Maintains awareness of new strategies, techniques and products through regular contact with other industry professionals and through internal and external research. Assist in developing consultative, technical and communication skills of Advisors through mentoring and training programs; Develops thought leadership (white papers) to leverage in the business development process. Stays informed of market trends and analyzes the effect of these trends on clients' trust and investment portfolios. Understands competitors’ capabilities and gaps, and how to position the firm against them; stays current on the legal and tax issues with respect to trusts and estates by consulting attorneys, accountants and other resources as needed. Ensures that all established policies and procedures are adhered to. Remains aware of any changes in the areas of risk management and compliance that would result in a necessary change in policy. Builds internal and external visibility for Private Bank services. Ensures that the team develops satisfied clients through frequent contact and delivers on established service standards. Builds effective partnerships internally and externally. Enhances the Private Bank t Advisor sales/service model through continuous improvement. Ensures the Life360 process standards met by Private Bank Advisors. Partners with the Private Bank Managing Directors to provide timely, candid and constructive performance feedback, developing employees to their fullest potential by providing challenging opportunities, developing the appropriate talent pool to ensure adequate bench strength and succession planning, and recognizing and rewarding employees for accomplishments. BS/BA is required. Business Administration, Finance, Economics is preferred. Should preferably have an advanced degree, such as JD, MBA or CFA. Deep experience in developing and implementing go-to-market strategy which produces consistent and measurable results is required.

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