Chief Strategy & Growth Officer Job Listing at Valley Bank in New York, NY (Job ID 25-1116)

Description

Responsibilities include but are not limited to:   Sales & Growth Initiatives

• Lead client and prospect meetings to promote advisory services and investment solutions.
• Develop and execute business development strategies in collaboration with internal partners (commercial, business, and retail bankers).
• Build and maintain strong relationships with senior bank managers to identify cross-selling opportunities and drive referral growth.

• Deliver comprehensive financial planning services using tools such as eMoney or similar platforms.
• Build and present financial plans that align with client goals and support business development efforts.
• Supervise a junior financial planner, providing mentorship and oversight of plan development and client engagement.

• Serve as lead Portfolio Manager for proprietary ETF and mutual fund strategies.
• Oversee trading, rebalancing, and account management for advisory portfolios.
• Collaborate with Investment Committee to refine and implement strategic asset allocation models.

• Manage a team responsible for new advisory account onboarding, operational workflows, and compliance coordination.
• Oversee data analytics and business reporting functions to inform strategic decisions and performance tracking.
• Ensure operational efficiency and scalability of advisory services.