Upvote
Downvote
Managing Director of Wealth Advisory
Share Job
- Suggest Revision
Full-time
- Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century.
- This position is responsible for the management and direction of client advisory, financial planning, private banking and new business development within Private Wealth Advisory.
- Provide subject matter expertise on the Wealth Management Groups strategic initiatives and offer direction, guidance, and decision making to achieve desired results.
- Integrate client advisory, investment management, private banking and business development to ensure a cohesive client experience and to deliver a consistent message to clients and prospective clients.
- Participate with bank partners in high end sales opportunities.
Active Job
Updated 1 month agoSimilar Job
Relevance
Active