The Senior Wealth Strategist partners with Relationship Managers and high net worth clients to create and implement personalized wealth plans including estate, tax, and business succession strategies.

Develop and manage strategic Private Equity Sponsor relationships, acquire new clients, generate leveraged finance business, and serve as a trusted advisor. Screen and conduct diligence on Sponsors, identify credit and non-credit opportunities, support loan structuring and deal negotiations, coordinate with relationship managers and underwriters, maintain CRM pipeline accuracy, and participate in portfolio reviews and industry events.