ESSA Bank
The Private Client Relationship Manager leads wealth management, trust, banking, and financial planning strategies for affluent families and institutional clients at CNB Bank. This role requires strong independence, collaboration across business lines, and the ability to service high-net-worth clients with discretion and professionalism. The position involves advising clients on asset preservation, financial planning, and various trust structures while positioning bank products effectively.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for ESSA Bank.
ESSA Bank didn’t post a salary, so this is our estimate from similar listings.
6% below the average for this role
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