Description

Location: Anywhere in footprint. This position is in-office.

Duties & Responsibilities:

• Implement Sales & Service Strategies
  Collaborate with Wealth Advisors, Portfolio Managers, Trust Advisors and Planners to execute and monitor sales and service initiatives across multiple Private Bank offices.

• Influence, Deliver and Reinforce Training
  Influence and facilitate onboarding and ongoing training for all Private Banking disciplines including Wealth Advisors, Portfolio Managers, Trust Advisors and Planners to reinforce playbook execution and planning led operating model through coaching, workshops, and integration into daily practices.
• Analyze Performance Metrics
  Review team performance data and pipeline reports to identify coaching needs, operational inefficiencies, and strategic opportunities.
• Subject Matter Expert for Onboarding & Training
  Guide the design and delivery of onboarding and ongoing training programs covering product knowledge, compliance, and customer experience.
• Coach Underperforming
  Partner with regional leaders to create and implement performance improvement plans, track progress, and provide targeted coaching.
• OCR Liaison with Internal Partners
  Act as the point of contact with Regional Bank, Commercial, Vehicle Finance and Retail sales enablement teams to ensure alignment with strategic goals and consistent execution of protocols.
• Provide Expertise on Tools & Processes
  Serve as a resource for systems, tools, and processes that enhance Wealth Advisor productivity and client engagement.
• Facilitate Cross-Functional Communication
  Bridge communication between Private Bank team and internal partners (e.g., Banking and Lending) to resolve issues and streamline workflows.
• Ensure Compliance & Audit Readiness
  Monitor adherence to regulatory, risk, and operational policies, supporting audit preparedness.
• Lead Special Projects
  Drive or support initiatives aimed at improving team effectiveness and enhancing customer satisfaction.
• Perform Additional Duties
  Take on other responsibilities as assigned to support the broader goals of the organization.

Preferred Qualifications:

• Bachelor’s degree in Business, Finance, or a related field (or equivalent experience). More than 5 years of experience in Private Banking, sales enablement, or training roles. Strong understanding of wealth management principles and compliance requirements. Exceptional communication, coaching, and facilitation skills, with the ability to analyze data and translate insights into actionable strategies.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Workplace Type:

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Compensation Range:

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). 

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.