Senior Lead Wealth Management Banker - HNW, Executive Wealth Solutions
Jobtailor
Responsibilities Lead complex, high-impact initiatives within the Executive Wealth Solutions and Professional Services segment, often spanning multiple business lines and disciplines Serve as a trusted advisor to HNW clients and senior executives, delivering customized banking and lending strategies aligned with their broader wealth plans Drive large-scale strategic planning efforts focused on expanding and deepening relationships within the executive and professional services client segment Analyze and structure sophisticated, multi-layered credit and liquidity solutions, including bespoke lending, tailored banking arrangements, and integrated trust strategies Navigate complex financial, operational, and client-specific factors, including illiquid assets, concentrated positions, and executive compensation structures Make sound decisions in highly complex environments, applying deep expertise in HNW client needs, regulatory considerations, and lending frameworks Collaborate closely with advisors, investment professionals, trust partners, and senior leadership to deliver a seamless, client-centric experience Lead client engagements, deal execution, and internal initiatives, while mentoring junior team members and serving as a subject matter expert Requirements 7+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Significant experience advising HNW clients, corporate executives, and partners within professional services firms (e.g., legal, consulting, accounting) Strong background in complex credit structuring, customized lending, and balance sheet optimization Proven track record of delivering results in a highly competitive HNW environment Exceptional relationship management skills with the ability to engage senior-level and executive clients FINRA Series 7 and 66 (or equivalent) preferred for immediate registration Certifications & Qualifications FINRA Series 7 FINRA Series 66 #J-18808-Ljbffr Jobtailor
Vacancy posted 6 hours ago
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