Banking Services, Candidate Pipeline, Career Counseling, Coaching, Computer Software, Continuous Improvement, Cross-Functional, Customer Experience, Customer Relations, Data Analysis, Federal Laws and Regulations, Financial Services, Leadership, Licensing, Logistics, Maintain Compliance, Metrics, Microsoft Office, Multitasking, Operations Management, Organizational Skills, Performance Analysis, Performance Management, Performance Metrics, Program Evaluation, Project/Program Management, Public/Media/Press/Analyst Relations, Regulatory Requirements, Relationship Management, Retail Banking, Revenue Growth, Sales, Series 6, Standards Development, State Laws and Regulations, Talent Management, Time Management, Vendor/Supplier Relations, Wealth Management
OH0713 NW Bancshares HQ, PA0736 Administration Center
Job Description
At Northwest Bank, we're building the future of relationship banking. We're looking for a dynamic, results-driven leader to design, scale, and elevate our Licensed Relationship Manager (LRM) Program. This role blends strategy, execution, and coaching to develop top talent, accelerate performance, and deliver exceptional client outcomes. If you're energized by building programs that drive growth and impact, this is your opportunity to lead from the front.
Essential Functions
- Program Strategy and Governance
- Define and evolve the LRM program vision, strategy, and multi-year roadmap
- Establish success metrics and track program effectiveness against business goals
- Build and maintain governance routines, including quarterly reviews and performance checkpoints
- Develop standardized playbooks, role expectations, and consistent operating models across markets
- Talent Pipeline and Licensing Execution
- Lead LRM selection cycles throughout the year
- Partner with Financial Advisors and Relationship Partners to build a strong, diverse candidate pipeline
- Oversee licensing cohorts to ensure high pass rates and timely completion
- Ensure full compliance with FINRA and all regulatory requirements
- Training, Coaching, and Sales Development
- Design and deliver monthly skill-building sessions for LRMs
- Partner with Financial Advisors to strengthen coaching practices and on-the-job development
- Create scalable learning approaches that accelerate time to productivity
- Program Operations and Performance Management
- Manage program timelines, logistics, and external vendor relationships as needed
- Track and report on key performance indicators, including: Licensing pass rates, Time to productivity, Revenue and referral contributions, Client experience outcomes
- Provide actionable insights and recommendations to senior leadership to continuously improve results
Additional Essential Functions
- Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree
Work Experience
5 - 6 years Experience in banking, wealth management, or financial services And
2 - 3 years Experience leading programs, projects, or talent development initiatives And
2 - 3 years Demonstrated experience working with licensed roles (e.g., Series 6/7, 63/65/66) or supporting FINRA-regulated environments
Additional Knowledge, Skills and Abilities
- Proven ability to manage cross-functional partnerships and deliver results through influence
- Experience designing or scaling training, talent, or licensing programs
- Strong knowledge of retail banking and wealth collaboration models
- Ability to analyze performance data, generate insights, and drive action
- Strong coaching and facilitation skills, with experience developing talent at scale
- Highly organized with the ability to manage multiple priorities and stakeholders
- Results-oriented mindset with a focus on client experience and revenue growth
Licenses and Certifications
FINRA SIE SIE, S7, S65/66, L&H Within 1 year
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
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Northwest Savings Bank
The right direction can take you places in life.
The right bank can be your compass — especially when you look Northwest to discover a 115-year-old community bank with 167 locations in four states.
A bank where people really do make the difference.
At Northwest Savings Bank, we are local bankers making local decisions, committed to the communities we serve, and dedicated to the satisfaction and success of our friends and neighbors.
Every day, Northwest Savings Bank can take you where you want to go with best in class products and services for you and your business — including checking, Online banking, online bill pay, over 43,000 ATMs, and so much more.
Wherever you’re going in life — a dream home, a college education for the kids, a comfortable retirement, or just a better future — Northwest can take you there.
1,500 to 1,999 employees
https://www.northwestsavingsbank.com/