Private Banking Director jobs in Omaha, NE

Private Banking Director oversees all aspects of private banking activities that service the needs of high net-worth clients. Ensures that client relationships are developed and expanded and that the resources of the entire organization are properly leveraged to provide efficient and personalized service delivery. Being a Private Banking Director develops strategies and objectives that include deposit and loan volume goals and effective marketing plans. Implements operations, processes, and team development programs that enhance the achievement of private banking objectives. Additionally, Private Banking Director may act as a consultant for high-value or complex credit decisions. Requires a bachelor's degree. Typically reports to senior management. The Private Banking Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be a Private Banking Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Investment Banking Managing Director
  • Bridgepoint Investment Banking
  • Omaha, NE FULL_TIME
  • Opportunistic nationally, but preferred locations include Chicago, Omaha and Denver.



    WHO WE ARE

    Bridgepoint Investment Banking is not an old school, antiquated investment bank. We’re next gen – impact-focused, growing and entrepreneurial. We provide a better and more fun environment for Wall Street rockstars to utilize their skills and expertise to provide uncompromised and impact advice and solutions to our clients. We are hyper-focused on our core values and integrity, and providing senior investment bankers a better platform to utilize their skills and relationship networks. We aren’t just another sell-side mill, but provide true full-service investment banking solutions for our clients spanning corporate finance and M&A. For more information please visit: .



    WHAT WE’RE LOOKING FOR

    Bridgepoint is seeking Managing Director candidates to augment our growing and differentiated middle market investment banking firm. Bridgepoint provides a unique opportunity for compensation, firm input, entrepreneurial spirit and impact relative to traditional investment banks. Bridgepoint is the first impact investment bank – focused on prosperity for our people, our clients and our communities. Every team member has input in our fast-paced, entrepreneurial environment focused on culture and innovation. Managing Directors will also participate in the overall firm strategy and new business initiatives.

    Bridgepoint Managing Directors provide key leadership role within our investment banking group. Primary responsibilities include generating new business for the firm, managing existing client engagements, closing deals, and overseeing junior Banking staff. We cover multiple industries, but have interest on those specializing in Industrials, Healthcare, Business Services, Consumer and Technology. This is an opportunity for growth, responsibility and building wealth for the ideal candidate. The Bridgepoint platform provides ample white space for a successful, high energy MD to build out a highly successful group/practice.



    QUALIFICATIONS

    An experienced MD with a proven track record of middle market M&A and/or leveraged finance deal origination;

    Significant client interaction and experience, particularly showing the ability to develop strong and influential client relationships;

    Rock-solid personal reputation, exceptional work ethic and professional integrity;

    Conduct themselves with a high level of professionalism with uncompromising integrity and confidentiality;

    Established network/personal brand credibility to enable expected business development;

    Minimum 10 years of relevant investment banking experience;

    Proven management skills, from leadership to delegation, to mentoring, etc.;

    Interest in a fast-paced, entrepreneurial culture that promotes diversity and growth;

    Hungry for a long-term career opportunity to be an impact-player within our leadership team;

    Culture-focused, values-based decision maker;

    Bachelor’s Degree required; advanced degree preferred.

    OVERVIEW OF DUTIES

    Actively pursue business development opportunities and market a full range of investment banking services and solutions to prospective clients;

    Create and manage new deal flow and originate new client engagements that fit the strategy of the firm;

    Use relationships with established rolodex to generate new opportunities;

    Develop client networks, establish and maintain pipeline and support efforts in developing and executing sales and marketing strategies;

    Lead on a variety of transactions in all industries and stages, from initial client pitch to transaction closing;

    Extraordinary day-to-day deal execution, negotiation and closing skills;

    Communicate financial information and strategic issues in a clear, concise and relevant manner to assist and guide executives in corporate finance transactions;

    Demonstrate extraordinary attention to detail on client deliverables;

    Maintain and manage client relationships and be actively involved at the key strategic points of each transaction;

    Provide leadership, professional development and mentoring for junior staff;

    Participate in key industry conferences, speaking opportunities, media interviews, and marketing efforts to generate exposure and promote the firm;

    Act as strategic advisor to clients enabling them to achieve their long-term goals;

    Be a team player and culture carrier;

    Involvement in both corporate finance and M&A transactions.



    LOCATION

    Opportunistic nationally, but preferred locations include Chicago, Omaha, Denver and Dallas/Austin.



    OTHER

    At Bridgepoint you will be challenged and rewarded for leadership, technical excellence and inspired perspectives.



    *Please provide your resume, a list of relevant completed M&A & Capital Raising transactions and your active FINRA licenses.

  • 14 Days Ago

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Managing Director
  • Bridgepoint Investment Banking
  • Omaha, NE FULL_TIME
  • Opportunistic nationally, but preferred locations include Chicago, Omaha, Denver and Dallas/Austin. WHO WE AREBridgepoint Investment Banking is not an old school, antiquated investment bank. We’re nex...
  • 4 Days Ago

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Director of Community Banking
  • CORE BANK
  • Omaha, NE OTHER
  • Job Details Job Location: Corporate Headquarters - Omaha, NE Position Type: Full Time Education Level: 4 Year Degree Salary Range: Undisclosed Job Category: Banking DescriptionCompany Overview Core Ba...
  • 12 Days Ago

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Director, Community Banking
  • First National Bank of Omaha
  • Omaha, NE FULL_TIME
  • At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.Our Mode...
  • 3 Days Ago

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Executive House Manager/Housekeeper
  • Private
  • Omaha, NE FULL_TIME
  • Seeking a highly organized, proactive individual to fill the position of full-time Executive House Manager. 4,000 square foot home. There are no children or pets in the home. The main responsibilities...
  • 8 Days Ago

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Business Service Associate
  • TS Banking Group
  • Treynor, IA FULL_TIME
  • Job Description: Collins Consulting is seeking to hire a Business Service Assoicate. This role assists in the preparation of payroll reconciliations and ensures that payroll is accurately updated. Be ...
  • 13 Days Ago

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0 Private Banking Director jobs found in Omaha, NE area

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Corporate Finance Manager
  • Mutual of Omaha Mortgage
  • Omaha, NE
  • Qualifications The ideal candidate will have a strong background in accounting, treasury, tax, and financial modeling/fo...
  • 4/18/2024 12:00:00 AM

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Associate Financial Representative
  • Modern Woodmen of America
  • Omaha, NE
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/17/2024 12:00:00 AM

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Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • Omaha, NE
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 4/17/2024 12:00:00 AM

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Quality and Compliance Manager
  • Hiring Now!
  • Omaha, NE
  • Our client is currently seeking a Quality Manager for a Beverage Manufacturing Facility in Wisconsin.Relocation Assistan...
  • 4/17/2024 12:00:00 AM

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Associate Financial Analyst
  • Hiring Now!
  • Omaha, NE
  • Job SummaryReporting to the Senior Financial Analyst, you will perform analyses and reporting for assigned financial are...
  • 4/16/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Omaha, NE
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/15/2024 12:00:00 AM

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Financial Advisor (80k - 100k)
  • Bankers Life
  • Omaha, NE
  • Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are...
  • 4/15/2024 12:00:00 AM

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Financial Planner
  • Creative Planning
  • Omaha, NE
  • The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This ...
  • 4/15/2024 12:00:00 AM

Omaha (/ˈoʊməhɑː/ OH-mə-hah) is the largest city in the state of Nebraska and the county seat of Douglas County. Omaha is located in the Midwestern United States on the Missouri River, about 10 miles (15 km) north of the mouth of the Platte River. The nation's 40th-largest city, Omaha's 2018 estimated population was 466,061. Omaha is the anchor of the eight-county, bi-state Omaha-Council Bluffs metropolitan area. The Omaha Metropolitan Area is the 59th largest in the United States, with an estimated population of 944,316 (2018). The Omaha-Council Bluffs-Fremont, NE-IA Combined Statistical Are...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$204,197 to $320,908
Omaha, Nebraska area prices
were up 0.8% from a year ago

Private Banking Director in Columbus, GA
Private Banking Job is also known as personalized banking services since it is customized for wealthy families to manage their money.
December 24, 2019
Private Banking Director in Springfield, MO
It is not quite apt to define private banking as wealth management, because private banking generally offers a much narrower set of financial options.  A private banker offers strategies that can be applied to the assets the bank can access, while a more comprehensive wealth manager would develop broad strategies that include all of a client’s assets.
February 01, 2020
Private Banking Director in Jackson, MS
The responsibility of those with Private Banking and Wealth Management jobs is to manage the funds of the very wealthy efficiently, effectively and with the utmost care.
January 17, 2020