Business Transition Development Director

The Business Transition Development Director executes the Business Transition Advisory strategy to achieve AUM goals and grow closed business by improving referrals for wealth management services to business owners and executives. This role partners with the Regional Private Bank, Commercial Bank, and Capital Markets to expand the One Bank partnership, integrate Wealth & Asset Management with Wholesale, and drive client penetration and fee income growth. The position requires managing risk, ensuring positive customer experiences, and delivering advisory services for complex business transitions.