Business Transition Development Director
Core
Execute Business Transition Advisory strategy to achieve AUM goals and closed business by improving referrals for wealth management services to business owners and executives.
Role type
Senior IC Business Transition Development Director
Builds
Strategic alliances and referral pipelines between Private Bank, Commercial Bank, and Capital Markets for business owners navigating wealth transitions.
Domain
Banking / Wealth Management / Business Transition Advisory
Required skills
Business development, Strategic relationship management, Transition advisory services, Risk management, Client service, Negotiation, Presentation skills, Leadership, Problem solving, Analytic skills
Preferred skills
Graduate degree, Experience in Trust and Legal (trust, legal, or accounting)
Technologies
Microsoft Office (Word, Excel, PowerPoint, CoPilot)
Responsibilities
Develop strategic relationships with One Bank partners, Deliver educational sessions on transition advisory capabilities, Provide advisory services to clients with minimum EBITDA of $5M or greater, Execute business transition processes to develop a robust pipeline, Contribute to continuous improvement of business advisory transition practice management
Seniority
Senior, hands-on IC