The Senior Lead Wealth Planning Strategist develops client relationships and offers tailored wealth planning advice focusing on complex financial issues for high-net-worth clients, while coaching Advisors and adhering to risk protocols.

Manage a small portfolio of real estate investments, analyze financial statements, monitor operations, and assist senior managers with decision-making and compliance.

This role focuses on developing and managing complex client relationships in commercial banking, providing strategic advice and innovative financial solutions to clients, and collaborating with internal teams to meet client needs.