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Managing Director, Private Wealth
First Rate, Inc
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arlington, United-States
Location
arlington
Posted
June 14, 2026
Commute
Local Area
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This job is in your area. Enjoy a short commute and work close to home.
Job Description
This position is accountable for producing the following results:
To acquire and retain long-term quality clients for the company through the development and implementation of service, production, and delivery systems across the separated business lines of Wealth, Trust, Community Trust, PNC, WMP-Wealth, WMP-Trust business lines. The Market MD is accountable for the growth, integration, and strategic direction of all segments, ensuring alignment with the companyβs financial and strategic objectives.
STRATEGIC WORK
- Provide strategic direction for the growth and profitability of the Private Wealth Markets ensuring alignment with overall Corporate Strategic Objective.
- Define customer personas, pains and unique selling propositions for all segments.
- Design and execute growth strategy for Marketing, Business Development and Sales teams for Private Wealth Targets and Prospects
- Responsibl...