PWM Market Executive
Core
Runs end-to-end business strategy for a Private Bank market, driving responsible growth, financial performance, client retention, and enterprise partnerships.
Role type
Senior Private Bank Market Executive (IC)
Builds
Private Bank market operations, client engagement, talent teams, and enterprise partner relationships
Domain
Private Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic planning, risk management, talent acquisition and development, client relationship management, financial performance management, business selection, cross-functional leadership, enterprise partnership management, regulatory compliance
Preferred skills
Advanced certifications, deep knowledge of fiduciary and investment platforms, banking and credit products
Technologies
N/A
Responsibilities
Develop and implement market strategy to drive growth and financial performance; manage talent, compensation, and resource allocation; ensure trust risk management and policy adherence; drive client satisfaction and retention; recruit, develop, and retain top talent; serve as the face of the Private Bank to enterprise partners and the local community
Seniority
Senior, hands-on IC with strategic oversight
