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Senior Vice President, Wealth Management

2 months ago

Oklahoma City, Oklahoma, United States NexBank Full time
Company Overview:

NexBank, established in 1922 and based in Dallas, Texas, is a prominent financial institution that operates under NexBank Capital, Inc. This organization encompasses a comprehensive range of financial services, including commercial and investment banking. With assets totaling $15 billion, NexBank serves a diverse clientele, including large corporations, real estate investors, middle-market firms, small enterprises, and significant institutional clients within the capital markets.

Position Overview:
The Senior Vice President, Wealth Management at NexBank is responsible for delivering tailored lending solutions to ultra-high net worth clients. This role requires a collaborative, confident individual dedicated to providing an exceptional client experience. The SVP will manage client relationships, focusing on their borrowing and treasury management needs.

An ideal candidate embodies an entrepreneurial spirit and thrives in NexBank's culture of excellence.

Key Responsibilities:

  • Develop and nurture client relationships through exceptional service, ensuring a deep understanding of client needs to offer innovative lending solutions.
  • Drive business growth by identifying new lending and deposit opportunities from both existing and prospective clients.
  • Facilitate cross-business opportunities, enhancing deposit acquisition alongside lending relationships.
  • Adhere strictly to all risk management policies, regulatory requirements, and security protocols.

Qualifications:
To excel in this role, candidates should possess:

  • A minimum of 7 years of experience in Private Banking or Financial Services.
  • Demonstrated lending experience.
  • A Bachelor's Degree is required; an MBA is preferred.
  • Chartered Financial Analyst (CFA) designation is advantageous.

Skills & Attributes:
Successful candidates will demonstrate:

  • Proven sales achievements and strong business insight, particularly in credit lending and banking principles.
  • A portfolio that includes a $50MM Deposit Goal achieved within two years.
  • A robust community presence with an established network of industry referral sources.
  • Exceptional communication skills, capable of engaging effectively with diverse stakeholders.
  • A high degree of discretion in handling confidential information.
  • The ability to thrive in an independent, entrepreneurial environment, managing multiple priorities with a sense of urgency.