U.S. Private Bank - Head of Investments - Managing Director

Lead the Investor team within the U.S. Private Bank and manage responsibilities as a Senior Investor. Responsibilities include keeping up to date with markets, leading weekly Investor team meetings to identify client opportunities aligned with sales and investment priorities, executing and measuring a sales and risk management process, engaging with Investors for client/prospect meetings and post-call debriefs, creating and delivering internal training on investments and new products, implementing client-experience standards across the advisory continuum, and partnering with the Market Manager on market strategy and sales management. Required qualifications include a Bachelor's degree and 10+ years in Private Banking or Financial Services, with FINRA licenses (Series 7, 66, 9, 10) and Insurance licenses or the ability to obtain them within 120 days. Preferred qualifications include MBA or CFA, plus experience in hedge funds, private equity and alternative investments; ability to execute brokerage trades smoothly and manage wealth-management activities such as credit, deposits, trusts, and financial planning.