Sr. UHNW Sales Specialist - Executive Director
$150,000–$150,000 year
On-siteSan Francisco, California, United States
Job Summary
Partner with Private Bankers and Financial Advisors to profile client bases, identify complex banking opportunities, and lead execution of UHNW deposit and lending initiatives. Drive growth across Mortgage, Securities Based Lending, and Non Purpose Lending by structuring sophisticated depository strategies and providing strategic consultation on client transactions. Mentor the UHNW Specialist (VP) to grow skill sets while pre-screening opportunities and managing expectations through active communication. Interview prospects in joint meetings and serve as a market leader in UHNW deposit and lending education. This role requires approximately 35% travel.
Required Qualifications
- Bachelor's Degree
- Minimum 7-10 years of experience in private banking or commercial banking in lending origination and credit analysis
- Proven new business development / origination experience with Lending products
- Advanced knowledge of UHNW credit solutions including securities-based loans, residential mortgage products, home equity lines of credit, and commercial real estate lending
- Strong understanding of UHNW liquidity management, deposit gathering and tailored lending strategies
- Experience in understanding the financial needs of all types of clients
- Experience influencing business development initiatives across multiple advisors and branches
- 35% travel
Desired Qualifications
- Advanced degree
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