Sr Managing Director
Core
Lead the Wealth Management business in the Orange County region, overseeing a team of advisors to deliver holistic offerings in investment management, trust, and private banking.
Role type
Senior Managing Director (Regional Business Leader)
Builds
Wealth management business performance and client relationships in the Orange County/West Region
Domain
Wealth Management / Private Banking
Required skills
Wealth management leadership, P&L management, business development, talent acquisition and development, strategic planning, change management, community engagement
Preferred skills
Advanced degree, relevant professional credentials, board service experience
Technologies
N/A
Responsibilities
Set and execute strategic vision for the market, manage team performance and profitability, attract and retain top talent, drive new business sales goals, engage in community representation
Seniority
Senior, hands-on IC