Senior Relationship Strategist (Private Banking)

Location: Onsite in Los Angeles, California, United States, at the Downtown Los Angeles or Century City office.

Base salary: $159,600–$296,400 per year, plus incentive compensation based on company, business, and individual performance.

Company

Large banking organization providing private banking, relationship-based customer service, risk management, and financial solutions.

What you will do

• Lead client management activities and deliver an exceptional client experience.
• Develop and execute relationship management plans to acquire, retain, and expand client relationships.
• Manage a book of business and drive growth through client expansion and new relationship sourcing.
• Coordinate with internal partners to identify needs, introduce appropriate products and services, and resolve client concerns.
• Maintain relationship management administration, pre-call planning, post-call debriefs, and relationship reviews.
• Train, coach, or mentor team members and participate in business-strengthening projects.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• Typically 8+ years of industry-relevant experience.
• Knowledge of client relationship management, customer engagement, financial analysis, decision-making, and sales opportunity identification.
• Ability to manage risk, multiple priorities, customer needs, products and services, and value-based selling.
• Ability to work onsite in Los Angeles, California.
• Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• Inclusive workplace focused on respect, employee development, and customer service.
• Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
• 401(k) match, pension, stock purchase plans, life insurance, disability protection, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.