Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Private Client Sales Manager (Hiring Immediately)

Part-time

First Horizon Bank

SUMMARY

The Private Client Sales Manager is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships and managing bankers seeking to maintain a client portfolio. The Private Client Sales Manager delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon’s commitment to excellence in client service.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Drive sales process and ensure overall success of a large Private Client team, executing strategic initiatives in alignment with organizational financial goals.

  • Recruit, lead, and coach private banking team members, fostering a culture of professional growth and client-centric excellence.

  • Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and personalized financial solutions.
  • Serve as a trusted financial advisor by thoroughly understanding each client’s financial situation, goals, and needs.
  • Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists.
  • Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions.
  • Collaborate with cross-functional partners—including credit, trust, mortgage, planning, and insurance—to deliver an integrated client experience.
  • Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals.
  • Maintain a strong presence in the community to generate referrals and build new client relationships.
  • Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients.
  • Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure.
  • Ensure compliance with regulatory requirements and internal policies, completing required training on time.
  • Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values.
  • Collaborate with the Market President and/or Line of Business leaders to support the development and implementation of strategies.

SUPERVISORY RESPONSIBILITIES

Directly responsible for directing, coordinating, and evaluating designated teams or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, training, and coaching employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

  • Bachelor’s degree
  • Minimum of 15 years of experience in the financial services industry, preferably in private banking, wealth management or commercial banking.
  • Proven record managing affluent and high-net-worth client relationships
  • Advanced credit knowledge and experience structuring complex lending solutions
  • Strong understanding of deposit, credit, and investment products
  • Demonstrated success in a goal-oriented, performance-driven environment
  • Excellent interpersonal, presentation, and relationship management skills
  • Proficiency in Microsoft Office and CRM tools
  • Must comply with SAFE Act requirements within 30 days of employment

 

CERTIFICATES, LICENSES, REGISTRATIONS

  • FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.) 

About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at .

 

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Senior Private Client Sales Manager (Hiring Immediately) in Palm Beach, FL vacancy
  • Insurance Office of America (IOA) is hiring an Account Manager - Employee Benefits to oversee a portfolio of clients, supervise Account Coordinators, and drive service excellence. The role emphasizes client service, renewals, and collaboration across teams in a remote/hybrid... 
    Senior
    Remote job
    Work at office

    Insurance Office of America

    West Palm Beach, FL
    3 days ago
  • BDO USA, LLP is seeking a Tax Experienced Senior in Private Client Services (PCS). The role focuses on high net-worth clients, estate, gift, and trust tax consulting and compliance, with leadership and business development responsibilities within a boutique practice. You... 
    Senior

    BDO USA, LLP

    West Palm Beach, FL
    1 day ago
  • BDO USA is seeking a Tax Experienced Senior in Private Client Services to deliver tax compliance and consulting for high net-worth clients. The role emphasizes leadership, communication, and business development within a fast-paced, client-focused environment. You'll work... 
    Senior
    Work at office

    BDO USA

    West Palm Beach, FL
    1 day ago
  • Bpbcpa is seeking a Senior Associate for Tax Services focusing on High Net Worth Individuals and International Tax. In this role, you...  ...international tax compliance filings and provide consulting services for clients with global investments. The ideal candidate has a Bachelor’s... 
    Senior

    bpbcpa

    West Palm Beach, FL
    4 days ago
  • Morrison Healthcare, a Compass Group company, is hiring immediately for full-time Sous Chef positions at Good Samaritan, 1309 North Flagler Drive...  ...to approved recipes, ensure food safety, supervise staff, manage inventory, handle customer inquiries, and maintain high... 
    Immediate start
    Senior
    Full time

    Compass Group USA

    West Palm Beach, FL
    3 days ago
  •  ...Job Description Audit Senior - Palm Beach Gardens, FL Who: An...  ...while maintaining high-quality client service. When: Full-time role available immediately. Where: Palm Beach Gardens, FL...  ...general audit procedures, including managing closing communications, drafting... 
    Immediate start
    Senior
    Full time
    Work at office

    Staff Financial Group

    West Palm Beach, FL
    2 days ago
  • A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging... 
    Senior

    Andersen

    West Palm Beach, FL
    5 days ago
  •  ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple... 
    Senior
    Temporary work
    Private practice
    Work at office
    Local area
    Remote work

    EisnerAmper

    West Palm Beach, FL
    4 days ago
  •  .... You will guide maintenance strategy, lifecycle planning, and client engagements across transit, highways, aviation, and utilities....  ...improvements in reliability, cost efficiency, and service performance for public and private clients. #J-18808-Ljbffr WSP in the U.S.
    Senior

    WSP in the U.S.

    West Palm Beach, FL
    1 day ago
  •  ...Description Position Summary The Tax Senior Manager will oversee tax compliance and planning...  ..., trust, and estate taxation, strong client relationship management skills, and the...  ...on strategic growth initiatives for the private client/HNWI practice Contribute to firm... 
    Senior
    Private practice
    Work at office

    The Third Group

    West Palm Beach, FL
    a month ago
  • $24.16 per hour

     ...and compassionate helper to assist a client recovering from leg surgery . The...  ...safety, comfort, and independence. Hiring info We're looking for private helpers/ caregivers for clients on Herewith...  ...app (Helper: Jobs on Herewith) to manage your clients, hours, and payments... 
    Immediate start
    Hourly pay
    Temporary work
    Start working today
    Weekend work

    Herewith

    Boynton Beach, FL
    5 days ago
  • $170k - $220k

     ...to provide exceptional client services. Our professionals...  ..., payroll, and expense management, philanthropic advising...  ...is part of our Private Client Services group and...  ...and managing staff and senior staff Active CPA...  ...unemployment status in making hiring decisions. Sometimes... 
    Senior
    Work at office
    Local area

    Jobot

    West Palm Beach, FL
    14 hours ago
  • Senior Tax Manager - Private Client Services Join to apply for the Senior Tax Manager - Private Client Services role at Andersen. Application Notice...  ...coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with... 
    Senior
    Full time
    Work experience placement
    Private practice
    H1b
    Local area
    Work visa

    Andersen

    West Palm Beach, FL
    5 days ago
  • $170k - $225k

     ...individuals, small businesses, private and public middle-...  ...centers and private client offices in Manhattan, Boro...  ...Position Summary The Senior Commercial Real Estate...  ...Committee requirements. Manage existing commercial...  ...including recruiting, hiring, placement, promotion,... 
    Senior
    Local area

    Metropolitan Commercial Bank

    West Palm Beach, FL
    3 days ago
  • MorseLife Health System, Inc. is hosting a clinical hiring event to fill various positions at their West Palm Beach Campus. They are...  ...in a supportive environment that fosters high-quality care for seniors. Interested applicants are encouraged to bring a resume to the... 
    Senior

    MorseLife Health System, Inc.

    West Palm Beach, FL
    4 days ago
  • Cancer Center of South Florida is seeking a Senior Healthcare Recruiter to lead full-cycle...  ...will serve as a consultative partner to hiring leaders, build proactive talent pipelines...  ...organization’s talent strategy. You will manage multiple searches for providers, leadership... 
    Senior

    Cancer Center of South Florida

    West Palm Beach, FL
    1 day ago
  • $96k - $125k

    Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering...  ...insurance planning. A Tax Experienced Senior, Private Client Services (PCS) is responsible...  ...as well as their communication, time management, leadership, technical, business... 
    Senior
    Private practice
    Work at office

    BDO USA, LLP

    West Palm Beach, FL
    2 days ago
  •  ...Hospitality Industry (2+ years experience) # Senior Accounts Payable Specialist – High-...  ...A entry-level to early-career role managing full-cycle AP and vendor relations...  ...systems. (Temp-to-Permanent / Direct Hire opportunity; immediate start preferred for cross-training).... 
    Immediate start
    Senior
    Permanent employment
    Contract work
    Temporary work

    PrideStaff

    West Palm Beach, FL
    6 days ago
  •  ...boarding in VT) Summary of Position Mission The Senior Product Development Manager leads, manages, and directs all product development engineering...  ...and keeps workstation and department area clean. · Immediately acts on any maintenance and/or safety issues presented.... 
    Immediate start
    Senior
    Full time

    CENTURY ARMS, INC.

    West Palm Beach, FL
    12 days ago
  • ## Senior Associate Tax Services- High Net Worth Individuals/International...  ...assurance firm, providing clients with a genuine coast-to-coast...  ...As a Senior Associate in our Private Client Services International...  ...collaborate closely with managers and partners to provide... 
    Senior
    Local area
    Worldwide

    Bpbcpa

    West Palm Beach, FL
    4 days ago
  •  ...an Executive Recruiter in West Palm Beach, Florida, responsible for the full lifecycle of recruiting senior-level professionals. This role involves managing both client and candidate sides of the process, developing new client relationships, and interviewing candidates.... 
    Senior
    Remote job

    The Adecco Group

    West Palm Beach, FL
    5 days ago
  •  ...Senior Coastal Engineer Primary Location US-FL-West Palm Beach...  ...better? Applied Technology and Management (ATM), a Geosyntec Company, has an exciting...  ...and consulting firm serving private and public-sector clients to address new ventures and complex... 
    Senior
    Full time
    For subcontractor
    Work at office
    Remote work
    Night shift

    Geosyntec Consultants

    West Palm Beach, FL
    1 day ago
  •  ...Senior Site/Civil Project ManagerLangan provides expert land development...  ...a Senior Site/Civil Project Manager to join its collaborative team...  ...design, permitting and client management/development efforts...  ...projects for both public and private clients;Work closely with office... 
    Senior
    Full time
    Temporary work
    Work at office
    Local area
    Worldwide
    Flexible hours

    Langan

    West Palm Beach, FL
    14 hours ago
  •  ...seeking an experienced Safety and Training Manager to lead the division's safety and...  ...compliance and alignment with company and client policies. The role emphasizes hands-on program...  ...a strong safety culture. You will manage hiring qualifications, oversee training curricula... 
    Senior

    MV Transportation

    West Palm Beach, FL
    5 days ago
  • $60k - $85k

     ...someone feel confident about what comes next. The Dorne Region is hiring a Customer Service Coordinator for its West Palm Beach office....  ...performance in this independent contractor role, alongside greater client and leadership responsibility. If you are dependable, coachable,... 
    Immediate start
    Full time
    For contractors
    Work at office

    The Dorne Region

    West Palm Beach, FL
    4 days ago
  •  ...firm, partnering with clients to solve the world’s most...  ...and construction managers and other professionals...  ...clients in the public and private sectors, including documents...  ...licenses, purchase and sales agreements, insurance,...  ...of presenting before senior management Capable of working... 
    Senior
    Contract work
    For contractors
    Work at office
    Local area
    Remote work
    Worldwide
    Relocation package
    Flexible hours

    GrabJobs

    West Palm Beach, FL
    2 days ago
  •  ...Kaufman Rossin Tax Senior ManagerSeeking a career-defining opportunity...  ..., strategic vision, and client expertise are recognized and...  ...every day."Kaufman Rossin is a privately owned, independent public...  ...Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private... 
    Senior
    Work at office

    Kaufman Rossin

    Palm Beach Gardens, FL
    1 day ago
  • Senior Helpers of the Palm Beaches is urgently hiring caregivers to support seniors in North Palm Beach, Boynton Beach, and West Palm Beach. If you have experience in assisted living, independent living, or home care, you could join our team. Requirements include CNA or... 
    Immediate start
    Senior
    Weekend work

    Senior Helpers

    West Palm Beach, FL
    5 days ago
  • $350k

     ...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active...  ...investments. Responsibilities: Manage, develop and retain full-service... 
    Senior

    Avior Executive Search, Inc

    West Palm Beach, FL
    4 days ago
  • $85k - $115k

     ...Stands Out Work with a top private investment firm with diverse...  ...from NetSuite to QuickBooks Immediate need for a high-impact contributor...  ...Key Responsibilities Of The Senior Accountant Perform bank...  ...multiple brokerage accounts Manage full-cycle accounting for the... 
    Immediate start
    Senior

    CFS

    West Palm Beach, FL
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Client Sales Manager (Hiring Immediately). Be the first to apply!