Drive institutional fundraising and client growth across the West Coast by developing asset-owner relationships, positioning public and private market investment solutions, partnering with consultant relations and investment teams, and supporting fund marketing. The role requires strong institutional sales expertise, investment acumen, communication skills, and FINRA Series 7 and 63 licenses. It also includes mentoring junior professionals and traveling as needed.

Support Private Bankers and Financial Advisors by identifying cash management and lending opportunities, delivering product and service support, developing marketing pipelines, communicating product and policy updates, and collaborating with cross-functional teams to meet revenue targets and client needs.

Lead UHNW private banking business development and lending efforts by partnering with Private Bankers and Financial Advisors. Drive adoption of tailored lending and deposit solutions, structure complex depository and credit strategies, mentor junior specialists, pre-screen and execute transactions, and support regional growth initiatives while managing advisor and client relationships.