The Anderson Search Group | June 2023 Updates
Our firm has seen an uptick in demand for top performing HNW and UHNW banking professionals. Over the past few weeks, our clients have retained us to identify Senior Private Bankers, Wealth Advisors and Trust Advisors across the country. There continues to be a need for outstanding credit trained C&I lenders nationally, but the demand for wealth management professionals for our banking clients has increased at a greater pace.
Jeremy Anderson | President & CEO
Connect on LinkedIn | About Jeremy
How Private Wealth Professionals Can Grow Their Business
Markets spurred AUM growth for professionals over recent years, but with a downturn, financial professionals need effective strategies for winning new clients and new assets if they’re going to grow. But what are the key factors that can help you achieve this goal? There are several critical success factors that can help ensure business growth in the private wealth industry. Here, we explore these factors and how they can be applied to your own practice. Read More
Hiring Great People Remains a Priority for Commercial Banks in Challenging Times
As the banking industry braces for a potential recession in 2023, many wonder which sectors are at risk for reduction and which are hiring. In 2022, mortgage lending bore more of the right-sizing burden than other banking sectors due to dwindling demand caused by steadily jacked interest rates from the Federal Reserve. However, as banks prepare for what’s next, they may look to early movers for clues. Read More
- 7+ years business development and relationship management experience with HNW/UHNW individuals and families in the Dallas market
- Extensive external network connected to the pockets of wealth in the Dallas market – must be able to open doors for the bank
- Credit Training and Custom Credit experience preferred but not required
- Proven ability to bring in not just loans and deposits, but also fee based wealth management business as well
Private Banker – San Antonio, TX
- Formal credit training or experience in high-net-worth custom credit strongly preferred
- 3-5 years business development experience in wealth management focused on high-net-worth clients over $1 million in net-worth leading with planning, trust/estate-planning, credit or investment management
- Entrepreneurial mindset and work ethic
- Extensive network in San Antonio able to refer you to HNW families
Wealth Advisor – San Antonio, TX
- 3-5 years business development experience in wealth management focused on high-net-worth clients over $1 million in net-worth leading with planning, trust/estate-planning, credit or investment management
- Entrepreneurial mindset and work ethic
- Extensive network in San Antonio able to refer you to HNW families
Assistant Controller – Uvalde, TX
- Degree in accounting
- 3-5 years minimum accounting experience preferably in banking and/or financial services
- Demonstrated success in monthly closings, reconciliations, call reporting, operational accounting
- Experience with Excel modeling, data analytics and reporting building using Power BI
Interview with Chief Operating Officer of a
Super-Community Bank
In an effort to take their Trust and Wealth Division to the next level through exceptional customer service and enhanced business development, one of the top Super-Community banks in the country, over $25bn in assets and ranked at top of their class in performance, needed to identify an elite Wealth Management Executive to lead the expansion and find the ideal candidate matching an extremely specific search criteria and also able to relocate to their headquarters.
Due to an aggressive canvassing of talent and surgical qualifying, The Anderson Search Group was able to identify, qualify and present the ideal candidate well within the desired timeline. Read More
For Clients –
Successful Onboarding Candidate
To secure and retain top talent in your organization, review these specific tips for successful candidate onboarding. We are pleased to offer this video to our clients and candidates as a part of our search process.
Read More
For Candidates –
Resignation Prep Video
This 12-minute video will help you create a smooth resignation process. We are pleased to offer this video to our clients and candidates and is part of our search process. Our recruiters are always available as a resource to you. Read More
Middle Market Lender in Inland Empire, CA
- Time in lending: 15+ years experience
- Formally credit trained
- Her client size: $30MM-$200M but does have larger clients in the portfolio
- Types of deals: C&I and Owner Occupied Real Estate and has done some Investor Real Estate
- Annual production: Annual production has been around $30M and deposits have been around $10M – business is 100% self sourced
- Book size: 183M in loans and 165M in deposits
- Brought in 25 new relationships in roughly 4.5 years
- Currently focused on Inland Empire but does have clients in Orange County
Commercial Lender in San Antonio, TX
- 20+ years of commercial lending experience focused on real estate investment opportunities
- Consistently exceeds loan production goals averaging above $20 million per year for the last 3 years
- Total new commitments for the past 5 years: $134 million
- Types of deals: New, non-owner, & owner-occupied businesses including: multifamily construction and development; retail center construction and development; establishing and managing relationships with home builders; franchise restaurant businesses; refinance of existing real estate; and financing business expansion into new territories
- Target clients: Multifamily Developers, Homebuilders (including 2 to 4 units), Retail Developers, Franchise Restaurants, Real Estate Investors, Hoteliers
Private Banking Wealth Management Lender, Based in Florida – geographically unrestricted
- 25 years of experience in Banking and Wealth Management arenas
- Skilled as a leader in management, sales, credit, and relationship management working with mass affluent, HNW, and UHNW clients
- Experience managing 1 to 5 lines of business across various geographic locations from 1 large county to 21 states with teams as large as 30 + multi-level direct reports including full P&L responsibility
- Currently leading and growing a team that successfully provides often complex custom Private Banking solutions
- Exceeds Secured Lending Goals annually: 2018- $150 million, 2019- $230 million, 2020- $370 million, 2021- $450 million
- Annually sources over $250 million in AUM from new and existing clients
- Annually refers over $75 million in residential mortgages and $100million in Commercial Banking
Download The Anderson Search Group
Compensation Guide
What are competitive salaries in
Commercial Banking and Private Wealth?
To assist Commercial Banking and Private Wealth institutions in remaining competitive and current, The Anderson Search Group has produced this guide, which aids employers in evaluating their compensation rates and implementing adjustments to enhance both retention and hiring efforts.
Read our salary report now. Available via instant download.
About The Anderson Search Group
We are a Boutique Commercial Banking and Private Wealth Executive Search Firm specializing in placing elite commercial banking and private wealth talent with the nation’s finest financial institutions.