Sales Performance Manager – Private Bank

Huntington National Bank•Columbus, OH

1d•Onsite

About The Position

Description Location: Anywhere in footprint. This position is in-office. Duties & Responsibilities: Implement Sales & Service Strategies Collaborate with Wealth Advisors, Portfolio Managers, Trust Advisors and Planners to execute and monitor sales and service initiatives across multiple Private Bank offices. Influence, Deliver and Reinforce Training Influence and facilitate onboarding and ongoing training for all Private Banking disciplines including Wealth Advisors, Portfolio Managers, Trust Advisors and Planners to reinforce playbook execution and planning led operating model through coaching, workshops, and integration into daily practices. Analyze Performance Metrics Review team performance data and pipeline reports to identify coaching needs, operational inefficiencies, and strategic opportunities. Subject Matter Expert for Onboarding & Training Guide the design and delivery of onboarding and ongoing training programs covering product knowledge, compliance, and customer experience. Coach Underperforming Partner with regional leaders to create and implement performance improvement plans, track progress, and provide targeted coaching. OCR Liaison with Internal Partners Act as the point of contact with Regional Bank, Commercial, Vehicle Finance and Retail sales enablement teams to ensure alignment with strategic goals and consistent execution of protocols. Provide Expertise on Tools & Processes Serve as a resource for systems, tools, and processes that enhance Wealth Advisor productivity and client engagement. Facilitate Cross-Functional Communication Bridge communication between Private Bank team and internal partners (e.g., Banking and Lending) to resolve issues and streamline workflows. Ensure Compliance & Audit Readiness Monitor adherence to regulatory, risk, and operational policies, supporting audit preparedness. Lead Special Projects Drive or support initiatives aimed at improving team effectiveness and enhancing customer satisfaction. Perform Additional Duties Take on other responsibilities as assigned to support the broader goals of the organization.

Nice To Haves

Bachelor’s degree in Business, Finance, or a related field (or equivalent experience).
More than 5 years of experience in Private Banking, sales enablement, or training roles.
Strong understanding of wealth management principles and compliance requirements.
Exceptional communication, coaching, and facilitation skills, with the ability to analyze data and translate insights into actionable strategies.