Careers

Our client is a progressive Fintech regional commercial bank for emerging growth businesses that deliver technical financial solutions to businesses, individuals, families, and partners. They offer traditional and non-traditional service delivery through our differentiated lines of business: Commercial Banking, Consumer Banking, Private Banking and one of the country’s premier Fintech providers of employee benefits through platform and portal solutions.

About the job

As a leading challenger commercial bank, we remain passionate about serving our clients and supporting our communities and are involved in building our communities. Integrity, Collaboration, Technology, Accountability, Agility, Respect and Excellence are a few of our core values and set us apart as a challenger bank.

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

The MD Relationship Executive is responsible for developing and retaining complex new and profitable business through identification of high net worth individuals, emerging growth, fintech businesses and non-profit organizations, with a focus on advisory solutions.

Responsibilities

• Develop and close new business relationships and manage on-going client relationships to establish a growing revenue stream that is consistent with revenue goals.
• Develop and implement new business plan that will maximize internal and external referral sources. Represent Webster in both community and business activities to enhance the image and visibility, leading to new business opportunities.
• Driving our Fintech services through our digital footprint and commitment to new generation banking in the next decade and beyond.
• Consistent with established financial planning and sales processes, capture critical data concerning clients/prospects and their financial condition and objectives.
• Establish relationships and platform for deeper understanding of their financial condition.
• Demonstrate strong knowledge of commercial banking products, services, and capabilities to deliver comprehensive financial solutions.
• Identify and leverage opportunities to draw on strengths on practice specialists to address complex issues and facilitate the relationship building and financial planning processes.
• Ensure proper implementation of recommendations as identified in the financial plan. Pro-actively follow up with clients to monitor on-going execution of the blueprint plan and anticipate/recommend adjustments as financial condition and/or objectives change.
• Establish on-going dialogue, identify and follow through on opportunities to expand relationships with Webster.
• Manage multiple projects simultaneously
• Must remain current on industry trends, laws and regulations, and execute on a highly focused prospecting plan.

Job Skills/Knowledge/Requirements

• BS in finance, business, accounting, economics or related field required; Advanced degree required.
• Minimum of 15 years of experience preferred, with a focus in industry Consultative business development, Emerging and Capital Markets, Fintech and general industry trends.
• Financial product knowledge
• Financial analysis & planning
• Presentation skills, public speaking
• Teamwork/collaboration
• Business Development /persuasiveness

CFP is a plus

The estimated salary range for this position is $250,000 USD to $375,000 USD. + performance and corporate bonus.