The Anderson Search Group | July 2024 Updates

Beyond competitive salaries and financial incentives, the true essence of a company’s strength is its commitment to fostering the growth and well-being of its employees.

It’s essential to remember that the heart of any organization beats with the dedication and enthusiasm of its team members, whether they’re in the office or connecting from afar.

So, what strategies can businesses employ to truly empower their employees and ensure they’re not just investing money but genuinely enhancing their team’s potential and satisfaction?

Read the full article here

Can Employees Trust Their Employers? The Crucial Role of Trust Within Financial Teams

As we navigate through 2024, the importance of trust in financial institutions is critical. This is especially true for remote working relationships, where the foundation of successful collaboration is built on mutual trust. However, trust is a two-way street. The pressing question isn’t whether employers can trust their employees but whether employees can trust their employers. Read More

Navigating Your New Private Client Advisor Role: What to Expect and How to Succeed

Whether you have just accepted an offer as a Private Client Advisor or are contemplating one, stepping into this position in a major city is an exciting and significant career move. However, like many professionals in your shoes, you may have questions about your compensation, expectations, and how to excel in your new role. Read More

Wealth Advisor
Houston, Texas

• 7+ years wealth management experience focused on new business development in Houston in the HNW/UHNW space

• CFP preferred but not required
• Must be hold series 7 and 66 and Texas Life and Health Insurance with clean U4
• Client prefers a candidate with a portable book over the first 2-4 years

Private Banking Relationship Manager
Boston, Massachusetts

• Formal Credit Training

• 5+ years experience in custom credit/tailored credit underwriting and/or structuring for high-net-worth individuals
• Experience managing a portfolio of custom credit/tailored credits and engaging clients

First Vice President, Corporate/Middle
Market Treasury Management Sales
Manager
Houston, Texas

• 5+ years of successful treasury management sales experience

• Sales management/leadership experience preferred
• Proven track record for exceeding revenue and new deposit goals
• CTP preferred but not required

First Vice President, Treasury Management Sales Manager
Dallas, Texas

• 5+ years of successful treasury management sales experience

• Sales management/leadership experience preferred
• Proven track record for exceeding revenue and new deposit goals
• CTP preferred but not required

Business Banking Relationship Manager Nashville, Tennessee

• Credit Training

• Deep connectivity and extensive network in and around Nashville – MUST be able to source their own new loans and deposits and demonstrate a proven track record for new business development in the market
• Proven experience and track record sourcing C&I and CRE loans up to $1 million in size and with companies $5 million in annual revenue and below
• 2+ years business banking experience in Nashville
• Must be able to office out of the Madison office

Business Banking Relationship Manager
Miami Beach, Florida

• Credit Training

• Deep connectivity and extensive network in and around Miami – MUST be able to source their own new loans and deposits and demonstrate a proven track record for new business development in the market
• Proven experience and track record sourcing C&I and CRE loans up to $1 million in size and with companies $5 million in annual revenue and below
• 2+ years business banking experience in Miami

Senior Private Banker
Chicago, Illinois

• Formal Credit Training
• 10+ years experience in custom credit underwriting and structuring for high-net-worth individuals and 3+ years developing new business in the high net worth arena focused on loans, deposits, investment AUM and planning.
• Proven track record and ability to bring in HNW new loans, deposits, investment AUM and planning revenue using their own external centers of influence – not relying on internal referrals.
• Entrepreneurial spirit and drive to build a business.
• Well rounded, holistic approach to HNW wealth management solution selling – we are not interested in candidates ONLY focused on a single area of wealth – must be able to sell all solutions.
• Community and board involvement with pockets of wealth in and around the Chicago market.

San Francisco Wealth Advisor

• 25+ years of business development experience in the UHNW, Wealth Management space
• Average client size is $10 million+ in investable assets
• Acts as the quarterback of the team for wealth management relationships, developing business in investments, credit, and trust/estate planning
• Successfully built a portfolio of $235 million in assets (all fee-based planning), in under 3 years – 100% self-sourced – Would hope to bring some of his clients with him
• COI’s consist primarily of business owners, CPA’s, attorneys

Houston Business Banker

• 16 years of Commercial Banking experience
• Generalist banker with experience in CRE, C&I, SBA, and TM
• Average client size range is between $2 million – $40 million, largest client size is $75 million
• Average deal size ranges between $500k – $5 million
• Largest deal he has worked on was $14.4 million
• Averaging $15 million in loans and $5 million in deposits annually
• Formally credit trained

Palo Alto Based Private Banker – Covering the Bay Area, California

• 15+ years of Private Banking
• Formally credit trained – extensive structuring skills
• Portfolio – $180 million+ in deposits, $50 million+ AUM; Annual loan production approximately $115 million — Built in 3 years, 70% self-sourced
• Portfolio loan makeup includes: Unsecured (10%), Stock Secured (5%), 1-4SFR (45%), Multi-Family (15%) and Commercial (25%)
• Average loan size ranges between $5 million – $25 million
• Largest loans – $25 million mortgage, $50 million unsecured, $65 million CRE
• Client size is $15 million – $40 million in annual revenue
• COI’s: Family Offices, Founder to Founder introductions, entrepreneurs, attorneys, CPA’s, realtors, and brokers
• No non-solicit or non-compete

Commercial Lender –
West Palm Beach Florida

• 24 years of lending experience, generalist doing both CRE and C&I
• Covering Broward, Martin, and Palm Beach Counties
• Current portfolio is $160 million – 90% CRE
• Types of deals include investor real estate, owner occupied, office, industrial and retail spaces
• 2022: $52 million in new loans
• 2021: $40 million in new loans
• Prior role was in the Middle Market lender space doing 100% C&I deals
• Formally credit trained

For Clients –

Successful Candidate Onboarding

To secure and retain top talent in your organization, review these specific tips for successful candidate on boarding. We are pleased to offer this video to our clients and candidates as a part of our search process. Learn More

For Candidates –

Interview Prep Video

This 10-minute video will help to ensure you have an effective interview.

These best practices are all designed to keep the decision resting with you for next steps! Learn More

Discover Competitive Salaries in Commercial Banking and Private Wealth

Recognized as a leading recruitment firm in commercial banking and private wealth, The Anderson Search Group serves the entire United States, specializing in sourcing essential talent.

To help Commercial Banking and Private Wealth institutions stay competitive and current, The Anderson Search Group has created this guide to assist employers in evaluating and adjusting their compensation rates. By offering attractive remuneration packages, you can improve both retention and hiring efforts. This exclusive report, featuring the most comprehensive market information on the commercial banking and private wealth industry, is available for immediate download.

We are a Boutique Commercial Banking and Private Wealth Executive Search Firm specializing in placing elite commercial banking and private wealth talent with the nation’s finest financial institutions.

www.andersonsearch.com