Essential Functions
• Develop, manage, and maintain the Private Bank team in key strategic markets throughout the Northwest footprint.
• Establish and enhance core business metrics that meet or exceed annual plan and budgetary requirements.
• Perform continuous market analysis to identify and enhance the client experience and generate revenue from the Private Bank key services including Depository, Lending, and Investment Management services.
• Work in close co-operation with various business line leaders to ensure the Wealth Management experience is delivered in a broad and consistent fashion.
• Ensure that Private Bank offerings are competitive and delivered in an initiative-taking fashion to clients of Northwest Bank seeking this level of service.
• Partner with the Marketing teams in developing both internal and external brand recognition engagements and sales materials.
• Responsible for managing pipeline and activities to ensure appropriate number of opportunities are pursued to ensure revenue and budgetary goals.
• Keep up to date with markets, investments and private banking products and services and competitor offerings.
• Create, schedule, lead internal training sessions about the Private Bank offering and all aspects of the Wealth Management Group products and services.
Additional Essential Functions
• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
Additional Responsibilities
• Partner with Wealth Management, Investment Banking, Trust, and Commercial Banking leaders on integrated client solutions
• Identify new client segments or product opportunities (e.g., family offices, entrepreneurs, cross‑border clients)
• Lead strategic planning around asset gathering, profitability, and client lifecycle management
• Act as a senior escalation point for client complaints, disputes, or compliance issues
• Participate in talent calibration, succession planning, and compensation decisions