Senior Level Private Banking Advisor Jobs
Senior level private banking advisor jobs place experienced advisors in charge of high-net-worth client portfolios, complex wealth strategies, and the junior teams that support them. Most openings are on-site or hybrid across Banking & Financial Services, Investment & Asset Management, and Fintech, with employers like Northwest Bank, Regions Bank, and JPMorganChase hiring at this level now.
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Showing 5 of 80+ Senior Level Private Banking Advisor jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Leads Wholesale Early Career Recruitment and manages a small to midsized team of experienced talent acquisition professionals. The role translates Enterprise and Wholesale talent strategies into recruiting plans for internship and full-time early career programs across Wholesale Banking. The leader will partner closely with senior business leaders, program leaders, HR partners, universities, and campus stakeholders to deliver competitive, compliant, and high-quality hiring outcomes. The leader oversees recruiting strategy, team execution, candidate evaluation, campus engagement, selection, onboarding coordination, metrics, and continuous improvement. Success requires strong knowledge of early career recruiting, financial services talent markets, and the accelerated recruiting cycles common to Investment Banking and related markets businesses.This is a 5 day, in-office role based in Charlotte or Atlanta, with regular business and campus travel required, particularly during peak recruiting seasons.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manages a talent acquisition team within Wholesale Banking Early Talent, leading a small to midsized team of experienced professionals to meet hiring needs.
2. Leads the strategy and execution of Wholesale Early Career Recruitment, including internship and full-time recruiting plans, campus engagement, interview and selection processes, offer strategy, and hiring delivery across supported Wholesale programs.
3. Builds trusted partnerships with Wholesale executives, program leaders, HR partners, and school stakeholders to align hiring demand, recruiting timelines, school strategy, candidate profiles, interviewer readiness, and decision-making accountability.
4. Translates talent acquisition strategies defined by senior management and executives into clear team objectives, workflows, and priorities, and is accountable for timely execution of plans.
5. Oversees day to day talent evaluation and selection activities, ensuring appropriate use of assessments, testing, ranking, and reference checking, and improving consistency and quality of hiring decisions.
6. Coordinates onboarding and induction activities for new teammates within the job area, working with managers to deliver a smooth and effective new hire experience.
7. Builds and maintains pipelines for key roles in the job area by managing relationships with selected third-party recruiting agencies and local external partners, and by adapting sourcing tactics within established guidelines.
8. Provides hands on leadership, coaching, and performance feedback to recruitment managers and individual contributors, fostering accountability, collaboration, and skill development.
9. Identifies and implements moderate to significant improvements to recruitment workflows, tools, and team practices to increase efficiency, quality, and candidate experience within the job area.
10. Monitors recruitment metrics and operational reports for the team, using insights to adjust execution plans and provide meaningful input into job area and departmental planning.
Qualifications
Required Qualifications
1. Bachelor’s degree or equivalent education, training, and work-related experience.
2. Minimum of 7 or more years of experience in Human Resources or a related discipline.
3. Proficient knowledge of talent acquisition, teammate relations, benefits, compensation, and training.
4. Advanced leadership experience managing teams and recruitment operations.
5. Ability to travel up to 30%, primarily during peak recruiting seasons
Preferred Qualifications
1. Experience leading university or early career recruiting for Wholesale Banking, Corporate and Investment Banking, Capital Markets, or similarly competitive financial services programs.
2. Demonstrated experience managing accelerated recruiting cycles, complex stakeholder groups, multi-school strategies, and high-volume campus selection processes.
3. Demonstrated success influencing senior leaders and facilitating cross-functional collaboration.
4. Certifications in HR, Talent Development, or Program Management (e.g., SHRM-SCP, PHR, PMP).
5. Experience with internal mobility, succession planning, or career pathing frameworks to support talent growth.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Leads Wholesale Early Career Recruitment and manages a small to midsized team of experienced talent acquisition professionals. The role translates Enterprise and Wholesale talent strategies into recruiting plans for internship and full-time early career programs across Wholesale Banking. The leader will partner closely with senior business leaders, program leaders, HR partners, universities, and campus stakeholders to deliver competitive, compliant, and high-quality hiring outcomes. The leader oversees recruiting strategy, team execution, candidate evaluation, campus engagement, selection, onboarding coordination, metrics, and continuous improvement. Success requires strong knowledge of early career recruiting, financial services talent markets, and the accelerated recruiting cycles common to Investment Banking and related markets businesses.This is a 5 day, in-office role based in Charlotte or Atlanta, with regular business and campus travel required, particularly during peak recruiting seasons.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manages a talent acquisition team within Wholesale Banking Early Talent, leading a small to midsized team of experienced professionals to meet hiring needs.
2. Leads the strategy and execution of Wholesale Early Career Recruitment, including internship and full-time recruiting plans, campus engagement, interview and selection processes, offer strategy, and hiring delivery across supported Wholesale programs.
3. Builds trusted partnerships with Wholesale executives, program leaders, HR partners, and school stakeholders to align hiring demand, recruiting timelines, school strategy, candidate profiles, interviewer readiness, and decision-making accountability.
4. Translates talent acquisition strategies defined by senior management and executives into clear team objectives, workflows, and priorities, and is accountable for timely execution of plans.
5. Oversees day to day talent evaluation and selection activities, ensuring appropriate use of assessments, testing, ranking, and reference checking, and improving consistency and quality of hiring decisions.
6. Coordinates onboarding and induction activities for new teammates within the job area, working with managers to deliver a smooth and effective new hire experience.
7. Builds and maintains pipelines for key roles in the job area by managing relationships with selected third-party recruiting agencies and local external partners, and by adapting sourcing tactics within established guidelines.
8. Provides hands on leadership, coaching, and performance feedback to recruitment managers and individual contributors, fostering accountability, collaboration, and skill development.
9. Identifies and implements moderate to significant improvements to recruitment workflows, tools, and team practices to increase efficiency, quality, and candidate experience within the job area.
10. Monitors recruitment metrics and operational reports for the team, using insights to adjust execution plans and provide meaningful input into job area and departmental planning.
Qualifications
Required Qualifications
1. Bachelor’s degree or equivalent education, training, and work-related experience.
2. Minimum of 7 or more years of experience in Human Resources or a related discipline.
3. Proficient knowledge of talent acquisition, teammate relations, benefits, compensation, and training.
4. Advanced leadership experience managing teams and recruitment operations.
5. Ability to travel up to 30%, primarily during peak recruiting seasons
Preferred Qualifications
1. Experience leading university or early career recruiting for Wholesale Banking, Corporate and Investment Banking, Capital Markets, or similarly competitive financial services programs.
2. Demonstrated experience managing accelerated recruiting cycles, complex stakeholder groups, multi-school strategies, and high-volume campus selection processes.
3. Demonstrated success influencing senior leaders and facilitating cross-functional collaboration.
4. Certifications in HR, Talent Development, or Program Management (e.g., SHRM-SCP, PHR, PMP).
5. Experience with internal mobility, succession planning, or career pathing frameworks to support talent growth.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
See All 80 Senior Level Private Banking Advisor Jobs
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Find JobsSenior Level Private Banking Advisor Job Market
Who's Hiring
- Northwest Bank11
- Regions Bank7
- JPMorganChase6
- Amerihome Mortgage Company5
- MUFG4
Top Industries Hiring
- Banking & Financial Services55
- Investment & Asset Management21
- Fintech6
- Consulting & Professional Services5
- Accounting & Auditing4
Senior Level Private Banking Advisor Jobs: Frequently Asked Questions
How do I get a senior level private banking advisor job?
Employers at this level expect a demonstrated book of business, deep expertise in wealth management products, and the ability to lead client relationships independently. Candidates who can show measurable portfolio growth, proficiency with trust and estate planning, and experience mentoring junior advisors stand out. Relevant certifications such as CFP or CFA, combined with a strong professional network, give applicants a meaningful edge in a competitive candidate pool.
Which companies hire senior level private banking advisors?
Companies hiring senior level private banking advisors right now include Northwest Bank, Regions Bank, and JPMorganChase, based on current listings on Migrate Mate as of November 2026. Hiring at this level is concentrated among large commercial banks, independent wealth management firms, and boutique private banks serving ultra-high-net-worth clientele.
Are there remote senior level private banking advisor jobs?
Yes, though most senior private banking roles require significant in-person client interaction. About 14% of senior level private banking advisor openings are remote or hybrid as of November 2026, with hybrid arrangements being far more common than fully remote positions at this level, given the relationship-driven nature of the work.
What makes a private banking advisor role senior level?
Senior level private banking advisor roles are defined by independent ownership of a substantial client portfolio, responsibility for complex multi-asset wealth strategies, and accountability for measurable revenue or asset-under-management targets. These positions also carry an expectation of mentoring junior advisors, contributing to team strategy, and often serving as the primary relationship owner for the firm's most demanding clients.
Which industries hire the most senior level private banking advisors?
Senior Level private banking advisor roles concentrate in Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they serve clients with complex, multi-generational wealth needs that require the technical depth and relationship tenure only senior advisors bring.