Executive Director, Private Banking

IN0534 Fishers, OH0523 Independence Bus Office, OH0713 NW Bancshares HQ, PA0258 Bellevue, PA0736 Administration Center

 

Job Description

The Northwest Bank Executive Director of Private Banking will be directly responsible for managing all aspects of the Private Bank offer, including multiple direct reports functioning in various geographies and representing all product and service aspects within the Wealth Management Group. As a senior leader within the Wealth Management Group this position will interact with various leaders within the Wealth Management Group and executive partners within Northwest Banks Retail, Commercial, Mortgage and Small Business Banking segments to ensure strong cross-referral procedures and deepen revenue opportunities throughout the Northwest Bank organization. This position will also create both internal and external marketing strategies to drive visibility and establish and maintain the P&L aspects associated with this extremely important vertical business.
 
Essential Functions
•    Develop, manage, and maintain the Private Bank team in key strategic markets throughout the Northwest footprint.
•    Establish and enhance core business metrics that meet or exceed annual plan and budgetary requirements.
•    Perform continuous market analysis to identify and enhance the client experience and generate revenue from the Private Bank key services including Depository, Lending, and Investment Management services.
•    Work in close co-operation with various business line leaders to ensure the Wealth Management experience is delivered in a broad and consistent fashion.
•    Ensure that Private Bank offerings are competitive and delivered in an initiative-taking fashion to clients of Northwest Bank seeking this level of service.
•    Partner with the Marketing teams in developing both internal and external brand recognition engagements and sales materials.
•    Responsible for managing pipeline and activities to ensure appropriate number of opportunities are pursued to ensure revenue and budgetary goals.
•    Keep up to date with markets, investments and private banking products and services and competitor offerings.
•    Create, schedule, lead internal training sessions about the Private Bank offering and all aspects of the Wealth Management Group products and services.
 
Additional Essential Functions
•    Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
•    Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
•    Work as part of a team
•    Work with on-site equipment
 
Additional Responsibilities
•    Partner with Wealth Management, Investment Banking, Trust, and Commercial Banking leaders on integrated client solutions
•    Identify new client segments or product opportunities (e.g., family offices, entrepreneurs, cross‑border clients)
•    Lead strategic planning around asset gathering, profitability, and client lifecycle management
•    Act as a senior escalation point for client complaints, disputes, or compliance issues
•    Participate in talent calibration, succession planning, and compensation decisions
 
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
Education
Bachelor's Degree    Business, Finance or related academic track And
Master's Degree    MS, MBA        
 
Work Experience
More than 15 years    Financial Services Experience   
8 - 12 years    Wealth Management & Private Banking      
 
Licenses and Certifications
    CTFA    Upon Hire             
CFP        Upon Hire            
FINRA SIE        Upon Hire             
Series 6        Upon Hire            
Series 7        Upon Hire             
 

 

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.