Location
Baltimore
Job Type
Full-time
Posted
June 04, 2026
Job Description
**This position may be based out of DC, Baltimore, Annapolis, or No. Virginia.**
**Overview:**
Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.
**Primary Responsibilities:**
+ Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis.
+ Responsible for leading the development of sales strategies to grow cli...
**Overview:**
Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.
**Primary Responsibilities:**
+ Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis.
+ Responsible for leading the development of sales strategies to grow cli...