Private Bank Market Executive
7 giorni fa
Description The Market Executive is the singular market leader accountable for driving growth, productivity, and an integrated business across all client solutions. The Market Executive will focus on growing the market through four key areas of responsibility: working with teams to deliver solutions to clients and grow new relationships and deepen existing ones, driving market integration across lines of business, recruiting talent to the platform, and driving a culture and strategy of growth and client engagement across all roles. Through the leverage created by a strong market support team, the Market Executive will focus their time going deeper with teams, clients, prospects, and COIs to drive growth. As the leader of the market, this individual will be accountable for delivering against revenue and flow target, PCA Productivity, and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and fiduciary administration policies, as well as risk and compliance standards. The Market Executive is the leader of the market leadership team, which consists of the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. In smaller markets, the Market Executive is supported by a Sales Executive and Client Management Executive from a larger hubmarket. In this scenario, the Market Executive would also be supported by a local Business Support Manager. Series 7, 63, 65 or 66, and 24 required.ResponsibilitiesDrive Responsible Growth in the Market:Delivers on key business and financial metricsDrives an integrated culture of responsible growth across all rolesExecutes against Private Bank strategy and priorities, tailored to local market dynamics and competitor footprintEnsures sound decision making on business selection in accordance with risk appetiteIs fully accountable for effectively managing market’s trust risks, adherence to administrative metrics, and ensuring trust policy adherenceDecisions resource allocation in market, including headcount and marketing prioritiesDeliver for Clients:Responsible for client satisfaction and retentionDrives delivery of the investment and fiduciary platform credit and banking solutions and enterprise capabilities to clientsOwns final decisions on client team composition and book distribution upon advisor departuresPartners with CME to ensure resolution of issues / obstaclesEngages directly with key clients and prospects, including oversight of the at‑risk client process and direct engagement with at‑risk clientsTalent Management:Recruits, hires, develops, and retains talentCoaches across roles on driving responsible growth and risk managementDrives employee engagement and culture of inclusionGets to know top and key diverse talent in the market, externally and across BAC lines of businessActs quickly to address performance issuesDelivers One Company:Responsible for delivering the bank to Private Bank clients and prospects, based on their individual needs and goalsDelivers on cross‑LOB referral and pull‑through targetsServes as face of Private Bank in the market to enterprise partners, market president team and in the local communityDrives an enterprise mindset and referral activity across disciplinesRequired SkillsFINRA Licenses Required: S7, S66 OR S63 & S65, S24.Strong business judgment and decision making, particularly on issues relating to business selection, risk management, talent and performance management, enterprise partnerships, financial management and problem resolutionDemonstrated track record of delivering business results & driving responsible growthAbility to attract, select, develop, and retain top talent across job familiesCommunicates in a clear and compelling manner with employees, clients, and enterprise partners (executive presence)Strong foundational end‑to‑end knowledge of the business, including the fiduciary and investment platform, banking and credit products, and industry trends.Bachelor’s Degree preferred. Advanced certifications a plus.SkillsBusiness AcumenClient ManagementCustomer and Client FocusLeadership DevelopmentTalent DevelopmentDecision MakingInclusive LeadershipProblem SolvingSales StrategyStrategy Planning and DevelopmentBudgetingConflict ManagementRelationship BuildingStrategic ThinkingWorkforce PlanningShift1st shift (United States of America)Hours Per Week40#J-18808-Ljbffr
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Private Bank Market Executive
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Napoli, Italia Altro A tempo pienoDescription The Market Executive is the singular market leader accountable for driving growth, productivity, and an integrated business across all client solutions.The Market Executive will focus on growing the market through four key areas of responsibility: working with teams to deliver solutions to clients and grow new relationships and deepen existing...
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