Senior Private Client Sales Manager

< h1> < span style="font-size: 11pt; "> SUMMARY< /span> < /h1> < p class="sa-contentheadersubheading"> < span style="background-color: white; color: black; "> < span style="font-size: 11pt; "> The Private Client Sales Manager is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships and managing bankers seeking to maintain a client portfolio. The Private Client Sales Manager delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon’s commitment to excellence in client service.< /span> < /span> < /p> < h1> < span style="font-size: 11pt; "> ESSENTIAL DUTIES AND RESPONSIBILITIES< /span> < /h1> < ul style="padding-left: 48px; "> < li> < p> < span style="font-size: 11pt; "> Drive sales process and ensure overall success of a large Private Client team, executing strategic initiatives in alignment with organizational financial goals.< /span> < /p> < /li> < li> < p> < span style="font-size: 11pt; "> Recruit, lead, and coach private banking team members, fostering a culture of professional growth and client-centric excellence.< /span> < /p> < /li> < li> < span style="font-size: 11pt; "> Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and personalized financial solutions.< /span> < /li> < li> < span style="font-size: 11pt; "> Serve as a trusted financial advisor by thoroughly understanding each client’s financial situation, goals, and needs.< /span> < /li> < li> < span style="font-size: 11pt; "> Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists.< /span> < /li> < li> < span style="font-size: 11pt; "> Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions.< /span> < /li> < li> < span style="font-size: 11pt; "> Collaborate with cross-functional partners—including credit, trust, mortgage, planning, and insurance—to deliver an integrated client experience.< /span> < /li> < li> < span style="font-size: 11pt; "> Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals.< /span> < /li> < li> < span style="font-size: 11pt; "> Maintain a strong presence in the community to generate referrals and build new client relationships.< /span> < /li> < li> < span style="font-size: 11pt; "> Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients.< /span> < /li> < li> < span style="font-size: 11pt; "> Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure.< /span> < /li> < li> < span style="font-size: 11pt; "> Ensure compliance with regulatory requirements and internal policies, completing required training on time.< /span> < /li> < li> < span style="font-size: 11pt; "> Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values.< /span> < /li> < li> < p> < span style="font-size: 11pt; "> Collaborate with the Market President and/or Line of Business leaders to support the development and implementation of strategies.< /span> < /p> < /li> < /ul> < h1> < span style="font-size: 11pt; "> SUPERVISORY RESPONSIBILITIES< /span> < /h1> < p> Directly responsible< span> for directing, coordinating, and evaluating designated teams or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, training, and coaching employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems.< /span> < /p> < h1> < span style="font-size: 11pt; "> QUALIFICATIONS< /span> < /h1> < p> < span style="font-size: 11pt; "> To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: < /span> < /p> < ul style="list-style-type: disc; "> < li> < span style="font-size: 11pt; "> Bachelor’s degree< /span> < /li> < li> < span style="font-size: 11pt; "> Minimum of 15 years of experience in the financial services industry, preferably in private banking, wealth management or commercial banking.< /span> < /li> < li> < span style="font-size: 11pt; "> Proven record managing affluent and high-net-worth client relationships< /span> < /li> < li> < span style="font-size: 11pt; "> Advanced credit knowledge and experience structuring complex lending solutions< /span> < /li> < li> < span style="font-size: 11pt; "> Strong understanding of deposit, credit, and investment products< /span> < /li> < li> < span style="font-size: 11pt; "> Demonstrated success in a goal-oriented, performance-driven environment< /span> < /li> < li> < span style="font-size: 11pt; "> Excellent interpersonal, presentation, and relationship management skills< /span> < /li> < li> < span style="font-size: 11pt; "> Proficiency in Microsoft Office and CRM tools< /span> < /li> < li> < span style="font-size: 11pt; "> Must comply with SAFE Act requirements within 30 days of employment< /span> < /li> < /ul> < p> & nbsp; < /p> < h1> < span style="font-size: 11pt; "> CERTIFICATES, LICENSES, REGISTRATIONS< /span> < /h1> < ul style="padding-left: 48px; "> < li> < p> < span style="font-size: 11pt; "> FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.)& nbsp; < /span> < /p> < /li> < /ul> < p> < span style="color: rgb(0, 0, 0); "> < strong> About Us< /strong> < /span> < br> < span style="color: rgb(0, 0, 0); "> First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at< /span> < span style="color: rgb(51, 102, 255); "> www.FirstHorizon.com< /span> .< /p> < p> < span style="color: rgb(0, 0, 0); "> & nbsp; < /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> Benefit Highlights< /strong> < /span> < br> < span style="color: rgb(0, 0, 0); "> • Medical with wellness incentives, dental, and vision< /span> < br> < span style="color: rgb(0, 0, 0); "> • HSA with company match< /span> < br> < span style="color: rgb(0, 0, 0); "> • Maternity and parental leave< /span> < br> < span style="color: rgb(0, 0, 0); "> • Tuition reimbursement< /span> < br> < span style="color: rgb(0, 0, 0); "> • Mentor program< /span> < br> < span style="color: rgb(0, 0, 0); "> • 401(k) with 6% match< /span> < br> < span style="color: rgb(0, 0, 0); "> • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits< /span> < br> < span style="color: rgb(0, 0, 0); "> & nbsp; & nbsp; & nbsp; < /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> Follow Us< /strong> < /span> < br> < span style="color: rgb(51, 102, 255); "> Facebook< /span> < br> < span style="color: rgb(51, 102, 255); "> X formerly Twitter< /span> < br> < span style="color: rgb(51, 102, 255); "> LinkedIn< /span> < br> < span style="color: rgb(51, 102, 255); "> Instagram< /span> < br> < span style="color: rgb(51, 102, 255); "> YouTube< /span> < span style="color: rgb(0, 0, 0); "> & nbsp; & nbsp; < /span> < /p>