Business Transition Development Director

Overview

This role supports the Business Transition Advisory strategy to achieve AUM goals and drive closed business by improving referrals for wealth management services to business owners and business executives. The position partners closely with Regional Private Bank, Commercial Bank, and Capital Markets to expand the “One Bank” partnership and integrate W&AM and Wholesale initiatives to increase client penetration and grow fee income.

Responsibilities

Strategic Partner

• Develop strategic relationships with One Bank partners to execute on the Business Transition Advisory strategy with a focus on target clients.
• Deliver educational sessions to Private Bank, Middle Market, Corporate Finance, and Capital Markets, as well as external panels, to communicate transition advisory capabilities, processes, and value.
• Contribute to strategic alliances that integrate business transition advisory services for business owners and key executives navigating the complexities of wealth.
• Proactively communicate with partners regarding referrals, opportunities, and prospects.

Transition Advisory Services

• Provide advisory services for clients/families navigating complex business transitions with:
  • Minimum EBITDA of $5M or greater, and
  • Post-transition liquidity of $15M or greater per owner.
• Increase and strengthen Private Bank usage by business owners and executives at every stage of the business life cycle, including effective transition planning.
• Execute business transition processes and operating rhythms to build and manage a robust pipeline that drives closed business and achievement of client experience and financial outcomes.
• Contribute to continuous improvement of business advisory transition practice management.

Risk, Compliance, and Customer Outcomes

• Support risk management by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures.
• Ensure actions and behaviors support a positive customer experience while operating within the bank’s risk appetite.
• Identify, assess, manage, monitor, and report risks of all types.

Requirements

• Bachelor’s degree required; graduate degree preferred.
• Minimum of 8 years of experience in Private Banking Wealth Management and/or Trust and Legal e (e.g., trust, legal, or accounting).
• Required licenses: SIE, 7, and Series 63.
• Demonstrated track record of success in business development.
• Strong relationship management skills with internal partners, COIs, and clients.
• Exceptional client service skills.
• Sense of urgency and continual drive to results, with the ability to partner effectively with management at all organizational levels.
• Ability to be highly effective in a team-oriented environment and build relationships based on added value.
• Superior interpersonal negotiation skills, and strong verbal, written, and presentation skills.
• Effective leadership, problem-solving, and analytical skills.
• Computer/Technical: Ability to use Microsoft Office software including Word, Excel, PowerPoint, and CoPilot.

Preferred Qualifications

• Graduate degree

Compensation & Benefits

• Total Base Pay Range: $121,900.00 - $262,100.00 USD annual
• This role may be eligible to participate in an incentive compensation plan, with payments based on company, line of business and/or individual performance.
• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being.

Location

• Virtual, Texas 00000
• Travel required: 45%

Equal Employment Opportunity

The employer is an equal opportunity employer and makes employment decisions without regard to race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.

Notice to Search Firms and Staffing Agencies

Unsolicited resumes should not be submitted. The employer does not accept resumes from agencies without an active agreement; unsolicited resumes may be considered the employer’s property and no fee will be paid.