Sales Performance Manager – Private Bank jobs in United States
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Huntington National Bank · 7 hours ago

Sales Performance Manager – Private Bank

Huntington National Bank is seeking a Sales Performance Manager for their Private Bank division. This role involves collaborating with various financial professionals to implement sales strategies and training programs, while also analyzing performance metrics and ensuring compliance with operational policies.

Asset ManagementFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Implement Sales & Service Strategies Collaborate with Wealth Advisors, Portfolio Managers, Trust Advisors and Planners to execute and monitor sales and service initiatives across multiple Private Bank offices
Influence, Deliver and Reinforce Training Influence and facilitate onboarding and ongoing training for all Private Banking disciplines including Wealth Advisors, Portfolio Managers, Trust Advisors and Planners to reinforce playbook execution and planning led operating model through coaching, workshops, and integration into daily practices
Analyze Performance Metrics Review team performance data and pipeline reports to identify coaching needs, operational inefficiencies, and strategic opportunities
Subject Matter Expert for Onboarding & Training Guide the design and delivery of onboarding and ongoing training programs covering product knowledge, compliance, and customer experience
Coach Underperforming Partner with regional leaders to create and implement performance improvement plans, track progress, and provide targeted coaching
OCR Liaison with Internal Partners Act as the point of contact with Regional Bank, Commercial, Vehicle Finance and Retail sales enablement teams to ensure alignment with strategic goals and consistent execution of protocols
Provide Expertise on Tools & Processes Serve as a resource for systems, tools, and processes that enhance Wealth Advisor productivity and client engagement
Facilitate Cross-Functional Communication Bridge communication between Private Bank team and internal partners (e.g., Banking and Lending) to resolve issues and streamline workflows
Ensure Compliance & Audit Readiness Monitor adherence to regulatory, risk, and operational policies, supporting audit preparedness
Lead Special Projects Drive or support initiatives aimed at improving team effectiveness and enhancing customer satisfaction
Perform Additional Duties Take on other responsibilities as assigned to support the broader goals of the organization

Qualification

Private BankingSales EnablementTraining DevelopmentWealth ManagementData AnalysisCoachingCommunicationFacilitation

Required

Bachelor's degree in Business, Finance, or a related field (or equivalent experience)
More than 5 years of experience in Private Banking, sales enablement, or training roles
Strong understanding of wealth management principles and compliance requirements
Exceptional communication, coaching, and facilitation skills
Ability to analyze data and translate insights into actionable strategies

Benefits

Health insurance coverage
Wellness program
Life and disability insurance
Retirement savings plan
Paid leave programs
Paid holidays
Paid time off (PTO)

Company

Huntington National Bank

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Huntington National Bank offers consumer, small business, and commercial banking, mortgages, wealth, and insurance services. It is a sub-organization of Huntington Distribution Finance.

H1B Sponsorship

Huntington 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 (120)
2024 (118)
2023 (84)
2022 (114)
2021 (67)
2020 (48)

Funding

Current Stage
Public Company
Total Funding
$1.75B
Key Investors
FHLB Cincinnati
2026-01-17Grant
2024-11-18Post Ipo Debt· $1.75B
1978-01-13IPO

Leadership Team

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Donnell White
Senior Vice President - Chief Inclusion Officer
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Dontae Noel
Emerging Payments & Platforms Strategy
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Company data provided by crunchbase