Financial Planning and Analysis

• Own HNW/UHNW segment results: revenue, flows, advisor productivity, and profitability
• Lead with a growth mindset, continuously raising standards and driving a high-performance culture
• Develop and execute comprehensive organic and inorganic client acquisition strategies for HNW/UHNW markets
• Shape and influence segment roadmap based on client and market intelligence
• Benchmark and optimize advisory capabilities and capacity using insight into UHNW trends and competitive landscape
• Develop and execute strategic partnership initiatives across Wealth Management, Retail Banking, Commercial Banking, and other lines of business
• Foster collaborative relationships across all business units to ensure seamless client experiences
• Lead cross-functional teams and initiatives that align wealth management strategies with enterprise-wide goals
• Deepen & enhance relationships through a comprehensive, multigenerational wealth experience
• Protect the franchise by embedding fiduciary and risk governance at every decision point
• Drive continuous improvement through assessment of market trends, client needs, and competitive landscape

Vice President, Wealth and Investments

Financial Advisor