MWM Market Executive
Core
Leading the market to ensure exceptional client experience and achieving sustainable growth through operational excellence and risk management.
Role type
Senior Market Executive (Wealth Management)
Builds
Enterprise-wide relationships and coordinated delivery of the bank's full capabilities to clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Market growth planning, talent recruitment and retention, risk management, P&L management, community representation
Preferred skills
Diversity and inclusion leadership, cross-channel collaboration
Technologies
N/A
Responsibilities
Develops and executes a market growth plan to increase profitability; Recruits, coaches, and retains high-performing talent; Holds Advisors accountable for client experience; Manages the market Profit and Loss; Represents the firm in the community to increase brand visibility
Seniority
Senior, hands-on IC with managerial responsibilities