Vice President, Private Bank Strategy & Relationships
Confidential
Vice President, Private Bank Strategy & Relationships
About the Company
Technology-driven investment management firm
Industry
Financial Services
Type
Privately Held
Founded
1946
Employees
10,001+
Categories
- Financial Services
- Security
- Investment Management
- Asset Management
- B2B
- Consulting & Professional Services
- Marketplace
- Boston
- Brokerage
- Business News
- College Savings
- Etfs
- Finance
- Financial
- Financial News
- Investments
- Ira
- Legal & HR Software
- Mutual Funds
- Online Trading
- Retirement
- Software
- Software Development & Design
- Stock Trading
- 529 College Savings Plan
- Financial Advisors
- Financial Guidance
- Investing Strategies
- Personal Finance
- Wealth Management
- Insurance
- E-Commerce
- Savings & Investing
- Investing
- Financial Advisers
- Investment
- Financial Markets
- Financial Trading
- Risk Analysis
- Testing & Analysis
- Employee Management
- Business Management and Planning
Specialties
- retirement
- investments
- online trading
- asset management
- ira
- 401k
- mutual funds
- stocks
- etf
- bonds
- brokerage
- cash management
- hsa
- 529 plans
- annuities
- life insurance
- benefits consulting
- stock plan services
- business news
- and wealth management
Business Classifications
- B2B
- Marketplace
About the Role
The Company is seeking a Vice President to lead private bank strategy and relationships. The role oversees banking partnerships and minority investments, including performance monitoring, governance, risk controls, and contingency planning. Responsibilities include developing relationships with private banks, supporting credit facility and deposit arrangements, and coordinating due diligence and investment documentation. The Vice President will also guide partner performance management, reporting, and new product development and implementation, while collaborating across internal teams to address operational, technology, audit, and risk priorities. Candidates should bring deep knowledge of financial services, banking business models, regulatory frameworks, and the fintech landscape. They should be able to oversee bank investments, build and strengthen banking relationships, and contribute to structuring credit facilities and negotiating loan agreements. Strong strategic judgment and the ability to coordinate complex work across stakeholders are essential. The role also requires experience monitoring financial performance, establishing effective governance and controls, and managing partner-related risks.
Hiring Manager Title
SVP Bank Strategy Technology Services
Functions
- Finance
- Strategy
Vacancy posted 2 days ago
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