Commercial Wealth Strategy Lead
Core
Develop and execute strategies to increase Wealth engagement across the Commercial Bank portfolio by identifying opportunities for holistic client solutions.
Role type
Senior IC commercial wealth strategy lead
Builds
Holistic client solutions integrating Private Banking, Business Advisory Services, Trust, and Family Office capabilities
Domain
Commercial Banking and Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
strategic business development, relationship management, wealth planning expertise, succession planning knowledge, liquidity event identification, stakeholder influence, pipeline management, performance analytics
Preferred skills
experience in matrixed organizations, ability to develop engagement models, familiarity with fiduciary services
Technologies
N/A
Responsibilities
Develop and execute comprehensive Wealth attachment strategies aligned with Commercial Bank growth objectives; Proactively identify liquidity events, succession planning needs, and business transitions; Facilitate referrals and introductions between Commercial Banking and Wealth partners; Lead coordinated coverage planning and joint calling strategies; Build and manage a pipeline of Wealth opportunities; Monitor referral activity, engagement levels, and conversion rates
Seniority
Senior, hands-on IC