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About the role
Key responsibilities & impact- Supports WBS's strategic wholesale partnerships
- Develops, manages, expands, and retains relationships with third party RIA and Broker/Dealer firms
- Drives engagement from third party RIA and Broker/Dealer firms, their advisors, and end-clients
- Partners with Private Banking Product Specialists to provide counsel and advice on the securities-based lending program
Requirements
What you’ll need- Bachelor's degree, or equivalent work experience
- Minimum 8 years of experience in sales, marketing, or relationship management role in a business-to-business environment
- Minimum 8 years of private banking and/or relevant credit experience
- Ability to travel
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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Soft Skills
relationship managementsalesmarketingengagementcounseladvice