Workplace Solutions Partner Lead — Private Bank (Corporate Focus)
On-site · New York City, New York, United States
Job Summary
Drive origination of qualified corporate Workplace Solutions opportunities from within the Private Bank by leveraging relationships with business-owning clients, corporate executives, family offices with operating companies, and board networks. Embed with PB coverage to surface employer needs and facilitate warm introductions to corporate buyers (CHRO, Total Rewards, CFO, Benefits Committee). This role focuses solely on corporate/employer opportunities and does not solicit or manage individual investor business.
Required Qualifications
- 8+ years in B2B partner-led business development within wealth adjacencies or corporate benefits; experience working with business owners/executives preferred.
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