Analyzing client balance sheets for unrealized opportunities and/or optimization The Director will have self-sourced AUM and Private Banking Deposit/Loan goals and may serve on national/regional investment or practice group committees. Active Wealth Management and Client Service- Frequent proactive interaction with clients, including multiple in-person client meetings per year. Business development- Demonstrate a business-development orientation and mindset. Annual self-sourced goals and are expected to be met by leveraging strong existing client and Centre of Influence relationships by consistently and systematically asking for referrals. Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. Additional industry designations and certifications are a plus (CFP, CFA, etc.). 10+ years of financial industry experience preferred, primarily managing larger, more complex client relationships. Demonstrable experience and network within in high-net-worth client space and with advisors who support this level of sophisticated clients (T&E attorneys, M&A attorneys, Corporate Attorneys, HNW CPAs). Experience working in a highly detail oriented and fast paced environment. Strong technological proficiency and adoption of firm's digital tools is required.