Preferred qualifications include a Bachelor's degree in accounting, Finance or Business, if assigned to a specialty, 7 or more years supporting specialty clients with complex needs, previous relationship management experience, previous experience as manager, or with training teammates, demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings, FINRA license 7, 66 and Insurance License. For SEG teammates, demonstrates expertise on, and stays abreast of any changes to professional sports player contracts, knowledge of the music and film industries and their complexities, internal product and procedural changes, internal market trends and promotions, and internal new product and service client offerings.