Director of Private Client Strategy
East Peoria, IL - 118 Cole St.All locationsEast Peoria, IL - 118 Cole St.Urbana, IL - 201 W. Main St.Champaign, IL - 115 N. Neil St.Decatur, IL - 130 N. Water St.Denver, CO - 101 University Blvd.Creve Coeur, MO - 12300 Olive BlvdScottsdale, AZ - 18655 Claret Dr.Dallas, TX - 2021 McKinney AvenuePhoenix, AZ - 3237 E. Camelback RoadLeawood, KS - 11440 Tomahawk Creek ParkwayBloomington, IL - 2101 N. Veterans Pkwy. On-site
$140,000–$193,000 a yearJobFig found this opening at its original source and checks that it remains available.
About the role
This role is pivotal in delivering a differentiated, client-centric experience for high-net-worth individuals and families, while driving deposit growth, deepening wealth relationships, and ensuring alignment with the bank’s broader wealth management strategy. Success in this role requires a deep understanding of private banking services, including deposit strategies, investment management, trust and estate planning, and holistic financial advisory. The director will collaborate closely with executive leadership, market leaders, and product partners to ensure the delivery of integrated, high-touch solutions that meet the complex needs of affluent clients. This individual will also oversee relationship management practices, client acquisition strategies, and portfolio performance tracking with a strong focus on talent development, CRM utilization, and the disciplined execution of sales and service standards across the Private Banking teams.
What you'll bring
- Proven track record of leading high-performing relationship management or advisory teams in a client-centric, consultative environment.
- Demonstrated success in driving client acquisition, retention, and share-of-wallet growth among affluent clients.
- Ability to collaborate across business lines (Wealth, Commercial, Mortgage, Trust, and Consumer Banking) to deliver integrated financial solutions and ensure a seamless client experience.
- Experience implementing CRM best practices, sales enablement tools, and portfolio performance tracking.
- Bachelor’s degree in finance, business, or a related field required
- 12–15+ years of experience in private banking, wealth management, or financial advisory services.
- Relevant certifications such as Wealth Management Specialist or Certified Financial Planner (CFP) preferred.
- advanced degree (MBA, JD, or CFP) preferred.