Regional Managing Director - PB jobs in United States
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City National Bank · 2 months ago

Regional Managing Director - PB

City National Bank is a subsidiary of Royal Bank of Canada, focused on providing integrated financial services. The Regional Managing Director will develop sales management and relationship development strategies to drive revenue growth in the East Coast market, while managing a team and ensuring high-quality client service.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Develop and drive business development, relationship growth and retention strategies to promote the revenue growth and profitability of the region
Establishing individual sales goals and objectives
Ensuring that relationship plans have been created and are implemented by conducting on-going meetings with Client Managers and Private Bankers
Managing ongoing measurement, tracking, and reporting of performance metrics and contact activities and performance metrics
Determine the appropriate segment of City National for prospects/clients. Lead partnering to 'deliver the full bank'
Meet with prospects and clients to gain new business, get performance feedback, and provide management-level visibility
Active in the community personally and through Bank sponsorships
Hire, retain, develop, coach, and motivate colleagues
Develop and maintain an active talent pipeline
Identify staff development needs and provide appropriate opportunities personally or through leveraging internal or external resources
Maintain full staff and manage resources to optimize client support and region profitability
Stay abreast of new developments concerning policy and/or product and communicate in a timely manner to staff
Create trust and demonstrates integrity
Lead courageously
Has passion for success and strong work ethic
Support corporate vision and champion change
Create synergies and solutions
Act as a talent manager and achieve results through people
Communicate and influences effectively
Can lead effectively in a matrix management environment
Ensure client team profiles thoroughly and is current on clients’ financial information
Ensure that client-facing colleagues communicate in a regular, timely and proactive manner with clients and with all risk areas
Partner closely and effectively with the Credit/Operations, Trust, Wealth Planning and Portfolio Management teams through all established meetings/calls to mitigate risks, implement changes, and provide feedback
Maintain all appropriate training and continuing education requirements for internal certifications and external licenses and certifications
Responsible and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank delivers, the processes employed and the incentives with which colleagues are awarded
All City National products, financial solutions and services are to be provided ethically and with integrity in a manner that is consistent with the client-first culture and values embodied in City National’s PRIDE statement

Qualification

Management experienceU/HNW segment experienceBusiness developmentFINRA licensesInsurance licensesWealth management knowledgeRelationship managementCoachingLeadership skillsCommunication skillsMentoring

Required

Bachelor's Degree or equivalent
Minimum 10 years of management/leadership experience
Minimum 10 plus years of experience in U/HNW segment
SAFE Act Registration Must be in good standing under 'The Secure and Fair Enforcement for Mortgage Licensing Act of 2008' (Safe Act) and must be registered/licensed with the 'Nationwide Mortgage Licensing System and Registry'; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act

Preferred

FINRA Series 7, 63, and 24 securities licenses preferred
State insurance licenses, CIMA or Cannon Certified Wealth Strategist designation preferred
MBA preferred
In depth management/leadership experience
Extensive experience in the U/HNW segment
Broad solution knowledge
Excellent business development and relationship management skills
May possess CFP and JD/LLM., State Insurance licenses, CIMA or Cannon Certified Wealth Strategist designation

Benefits

Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement

Company

City National Bank

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City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.

H1B Sponsorship

City National Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Howard Hammond
CEO City National Bank
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Fiyaz Khan
Senior Vice President, Structured Products
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Company data provided by crunchbase