Business Transition Development Director

This is a fully remote position, open to applicants in Texas.

📋 Description

• Implement the Business Transition Advisory strategy to meet AUM objectives and successfully close business deals.

• Enhance referrals for wealth management services targeting business owners and executives.

• Collaborate with Regional Private Bank, Commercial Bank, and Capital Markets to promote One Bank integration and increase fee income.

• Build strategic relationships with One Bank partners aimed at key clients.

• Conduct educational sessions for banking groups and external forums.

• Contribute to forming strategic alliances that integrate business transition advisory services.

• Maintain proactive communication with partners regarding referrals, opportunities, and prospects.

• Offer advisory services to clients and families navigating intricate business transitions.

• Enhance the use of Private Bank services among business owners and executives throughout their business lifecycle.

• Oversee transition processes and operational rhythms to cultivate a strong pipeline and finalize business deals.

• Participate in the ongoing enhancement of the business advisory transition practice.

• Identify, evaluate, manage, monitor, and report risks within the Bank's risk appetite.

• Travel is expected to be around 45%.

⛳️ Requirements

• A Bachelor's degree is mandatory; a graduate degree is preferred.

• At least 8 years of experience in Private Banking Wealth Management and/or Trust and Legal (such as trust, legal, or accounting).

• Required licenses include SIE, Series 7, and Series 63.

• Proven success in business development is essential.

• Strong relationship management abilities with internal partners, COIs, and clients.

• Exceptional client service skills are required.

• Ability to work effectively with management at all levels of the organization.

• Skilled in establishing relationships that provide added value.

• Excellent interpersonal, negotiation, verbal and written communication, and presentation capabilities.

• Strong leadership, problem-solving, and analytical skills.

• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and CoPilot.

• Travel is required at approximately 45%.

🏝️ Benefits

• Incentive compensation plan based on company, line of business, and/or individual performance.

• Comprehensive benefits that support physical, financial, emotional, and social well-being.

• Unique compensation offerings.

• Employee and family benefits programs.