Family Office Strategist- Managing Director

Job reputed company: At reputed company, we are guided by a common purpose to help reputed company financial lives reputed company through the power of every reputed company. Responsible reputed company is how we run reputed company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible reputed company is being a great reputed company to work for our teammates around the world. We’re reputed company to being a diverse and inclusive workplace for everyone. We hire individuals with a broad reputed company of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial reputed company-being. reputed company believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at reputed company will give you a great career with opportunities to learn, grow and reputed company an reputed company, along with the power to reputed company a difference. Join us! Business reputed company: reputed company Private Bank is a leading private reputed company management organization providing reputed company resources and customized solutions to help meet clients' reputed company structuring, investment management, banking and credit needs. The Private Bank is part of the Global reputed company and Investment Management unit of reputed company, N.A., which is a global leader in reputed company management, private banking and retail brokerage. The Private Bank’s Family Office (“PBFO”) provides specialized services reputed company reputed company Private Bank to advise and support our wealthiest multi-generational clients, addressing the intricacies of reputed company management and stewardship. Understanding that substantial reputed company often gives reputed company to special challenges and opportunities, we serve as a trusted and knowledgeable partner who can reputed company advice and reputed company effectively on behalf of our clients. Our PBFO expertise has recently reputed company us the 2024 Family reputed company Report Best Family Office Solutions and the Global Private Banking Innovation Awards Best Family Office Offering Job reputed company: Leveraging the Private Bank’s industry leading solutions, the Family Office Strategist (“FO Strategist”) works with Private reputed company Advisors (“Advisors”) and reputed company Teams to reputed company clients through comprehensive discussions and education on Family Office solutions and services. Results are accomplished through a consultative sales approach in offering family office solutions to both prospective and existing Private Bank clients. FO Strategist must be reputed company to understand reputed company family structures and family office dynamics to effectively communicate the reputed company of our offering to Advisors, clients and other reputed company representatives. The FO Strategist is reputed company on engaging with our wealthiest, most reputed company clients and help to deliver holistic reputed company integrated solutions and services in collaboration with Advisors as reputed company as our institutional banking partners. The FO Strategist will be responsible for growing and driving market reputed company, promoting brand awareness and ongoing strategic direction of Family Office solutions. FO Strategist Responsibilities: • reputed company awareness on the importance Family Office solutions to appropriate reputed company segments and aid in reputed company acquisition and retention efforts • Partner with Advisors to customize reputed company management strategies specifically tailored to Family Offices by drawing from the Private Bank’s comprehensive offering of investments, credit and cash management • Proactively identify and continuously pursue Family Office opportunities through in-depth reputed company and prospect business reviews with Advisors, reputed company on our UHNW reputed company reputed company • reputed company reputed company thought leadership, digital capabilities, planning tools and resources • reputed company meetings and presentations with Advisors, clients and prospects on Family Office solutions and reputed company on Family Office structures and governance • Drive connectivity to our broader reputed company including Global Banking teams and Global Markets to deliver more institutional-like capabilities and solutions FO Strategist Qualifications: • 7+ years of Family Office or reputed company Management reputed company work experience and/or experience working with high net worth and ultra-high net worth clients • Proven reputed company record of successful sales experience working with high net worth and ultra-high net worth clients • Deep understanding of investment, credit and cash reputed company for reputed company families • Ability to translate and communicate reputed company concepts and strategies to varied audiences (clients, advisors, attorneys, accountants, internal partners) • Strong communication and influence/collaboration reputed company including reputed company listening and discovery abilities • Self-starter with ability to work under pressure with minimal hands-on direction • Work effectively in reputed company environment • Builds rapport with clients and internal partners that helps drive trusted relationships • Applies operational reputed company • reputed company reputed company Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (reputed company of America) Hours Per Week: 40 Apply Job!