The Anderson Search Group | May 2026 Updates
AI in Banking and What it Means for Your Bank
Artificial intelligence is here, it’s accelerating, and new research from American Banker makes clear that 2026 is shaping up to be another significant year of AI investment across financial institutions of every size.
For bank leaders focused on talent, which is all of them, the implications go well beyond technology budgets.
AI in Banking and What it Means for Your Bank
Artificial intelligence is here, it’s accelerating, and new research from American Banker makes clear that 2026 is shaping up to be another significant year of AI investment across financial institutions of every size.
For bank leaders focused on talent, which is all of them, the implications go well beyond technology budgets.
Private Client Advisors Are Becoming the First Call for Estate Planning
For decades, estate planning started with an attorney. That was the default. Draft the documents, structure the trust, minimize taxes. That model is breaking.
Today, private client advisors are increasingly the first call and the data backs it up.
A recent survey from estate planning platform Vanilla found that 41% of clients now start their estate planning journey with a financial advisor, compared to just 26% who begin with an attorney. That’s not a small shift.
And if you’re a Private Client Advisor, this isn’t a trend to ignore.
How to Get Unstuck in Your Banking Career
Most hiring decisions aren’t made after a thoughtful evaluation.
They’re made in the first five minutes.
And then justified over the next 55.
If you’re in banking, that should concern you. Because the cost of a bad hire isn’t just financial. It’s lost clients, missed revenue, and team disruption.
The problem isn’t that hiring managers are careless.
It’s that they’re human.
Private Client Advisors Are Becoming the First Call for Estate Planning
For decades, estate planning started with an attorney. That was the default. Draft the documents, structure the trust, minimize taxes. That model is breaking.
Today, private client advisors are increasingly the first call and the data backs it up.
A recent survey from estate planning platform Vanilla found that 41% of clients now start their estate planning journey with a financial advisor, compared to just 26% who begin with an attorney. That’s not a small shift.
And if you’re a Private Client Advisor, this isn’t a trend to ignore.
How to Get Unstuck in Your Banking Career
Most hiring decisions aren’t made after a thoughtful evaluation.
They’re made in the first five minutes.
And then justified over the next 55.
If you’re in banking, that should concern you. Because the cost of a bad hire isn’t just financial. It’s lost clients, missed revenue, and team disruption.
The problem isn’t that hiring managers are careless.
It’s that they’re human.
Private Banking Relationship Manager
San Francisco, California
-
7–10+ years of private banking, wealth management, or high-net-worth relationship management experience
- Bachelor’s degree or equivalent professional experience
- Required licensing: Series 7, Series 63, Series 65, California Life Insurance License
- Strong knowledge of: Private banking credit products, Residential and securities-based lending, Investment and brokerage solutions, Trust and estate planning referrals, Insurance and financial planning strategies
Treasury Management Relationship Manager
San Francisco, California
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10+ years of documented commercial and middle market treasury management sales and relationship management experience
- CTP preferred
- Deep understanding and knowledge of middle market banking treasury management needs focused on tech client in and around the San Francisco Market
- Experience identifying new business from existing clients and cross sell opportunities
Treasury Management Relationship Manager
San Francisco, California
-
10+ years of documented commercial and middle market treasury management sales and relationship management experience
- CTP preferred
- Deep understanding and knowledge of middle market banking treasury management needs focused on tech client in and around the San Francisco Market
- Experience identifying new business from existing clients and cross sell opportunities
Private Banking Relationship Manager
San Francisco, California
- 7–10+ years of private banking, wealth management, or high-net-worth relationship management experience
- Bachelor’s degree or equivalent professional experience
Required licensing: Series 7, Series 63, Series 65, California Life Insurance License
Strong knowledge of: Private banking credit products, Residential and securities-based lending, Investment and brokerage solutions, Trust and estate planning referrals, Insurance and financial planning strategies
Wealth Advisor
Dallas, Texas
- Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance
-
CFP preferred but not required
- Proven ability to have built their own book of business to at least $40 million AUM in fee based business
- Experience with high-net worth clients preferred
- Experience with utilizing internal bank channels and partners preferred
Wealth Advisor
Houston, Texas
-
Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance
- CFP preferred but not required
- Proven ability to have built their own book of business to at least $40 million AUM in fee based business
- Experience with high-net worth clients preferred
- Experience with utilizing internal bank channels and partners preferred
Senior Commercial Relationship Manager
Austin, Texas
-
5+ years of commercial real estate lending experience
- Proven ability to generate new commercial loans and core deposits through self-sourced relationships
- Existing network in the Austin market with demonstrated business development success
- Strong credit acumen and experience structuring commercial deals
- Desire to operate in a relationship-driven, locally empowered banking environment
- College Degree
Wealth Advisor
Dallas, Texas
- Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance
- CFP preferred but not required
Proven ability to have built their own book of business to at least $40 million AUM in fee based business
Experience with high-net worth clients preferred
Experience with utilizing internal bank channels and partners preferred
Wealth Advisor
Houston, Texas
-
Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance
- CFP preferred but not required
- Proven ability to have built their own book of business to at least $40 million AUM in fee based business
- Experience with high-net worth clients preferred
- Experience with utilizing internal bank channels and partners preferred
Senior Commercial Relationship Manager
Austin, Texas
-
5+ years of commercial real estate lending experience
- Proven ability to generate new commercial loans and core deposits through self-sourced relationships
- Existing network in the Austin market with demonstrated business development success
- Strong credit acumen and experience structuring commercial deals
- Desire to operate in a relationship-driven, locally empowered banking environment
- College Degree
The Anderson Search Group Compensation Guide
The Anderson Search Group is acknowledged as a top commercial banking & private wealth recruitment firm, catering to the entire United States, with a focus on sourcing essential talent.
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. It is essential to provide attractive remuneration packages, and we have compiled the most comprehensive market information on the commercial banking and private wealth industry in this exclusive report, which can be instantly downloaded.
The Anderson Search Group is acknowledged as a top commercial banking & private wealth recruitment firm, catering to the entire United States, with a focus on sourcing essential talent.
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. It is essential to provide attractive remuneration packages, and we have compiled the most comprehensive market information on the commercial banking and private wealth industry in this exclusive report, which can be instantly downloaded.

Wealth Advisor —
Southern California
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Wealth Advisor based in Southern California, currently with a major national wealth management platform
- Built a ~$60MM book in approximately two years, including ~$30MM in managed assets
- CFP certificate with a strong planning-led advisory approach
- Deep exposure to retirement planning, trust discussions, estate strategies, tax-efficient planning, and lending solution
- Previously supported advisory teams overseeing $3B+ combined AUM with significant UHNW client exposure
- Strong business development, pipeline management, and relationship retention skillset
Wealth Advisor —
San Francisco, California
-
San Francisco California-based Wealth Management executive with 20+ years of client advisory and relationship management experience
- Former Managing Director / Private Wealth Advisor responsible for managing 200+ client relationships across Southern California
- Built an $80MM+ private banking portfolio from scratch through partnerships with Commercial Bank teams
- Extensive experience advising founders, executives, and innovation economy clients on tax, estate, lending, equity compensation, and wealth planning strategies
- Significant exposure to private stock lending, partner lines of credit, mortgage lending, and complex planning solutions
Commercial Banker —
Miami, Florida
-
10+ years of Commercial Banking and Private Banking experience in the South Florida market
- Proven CRE lender with experience financing hotels, self-storage facilities, industrial warehouses, medical plazas, multifamily properties, and office space assets
- 2025 production totaled approximately $79MM in loan volume
- Generated $60MM+ in loan production during 2024, demonstrating consistent year-over-year production success
- Experienced handling deal sizes up to $30MM across complex owner-occupied and investor commercial real estate (CRE) transactions
- Well-rounded banker with the ability to source, structure, and manage sophisticated commercial real estate and private client relationships in competitive South Florida markets
Wealth Advisor —
Houston, Texas
-
15+ years of private banking and wealth management experience in the Houston market
- Average client size ~$5MM in investable assets with strong HNW/UHNW relationship management experience
- 2025 production: $225MM AUM, $110MM in deposits, $95MM in securities-based lending (~$2.2MM revenue)
- Credit-trained with the ability to structure lending solutions alongside investment management
- Fully licensed with advanced wealth designations
CASE STUDY:
CHALLENGE
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 this expansion.
SOLUTION
Client engaged The Anderson Search Group because of their extensive network of Private Wealth Management Executives across the country to find the ideal candidate matching an extremely specific search criteria and also able to relocate to their headquarters.
RESULTS
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.
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.
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.
CASE STUDY:
Interview with $14 Billion Bank Executive —
Robert Perfetto, Human Resources Manager, SVP
CHALLENGE
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 this expansion.
SOLUTION
Client engaged The Anderson Search Group because of their extensive network of Private Wealth Management Executives across the country to find the ideal candidate matching an extremely specific search criteria and also able to relocate to their headquarters.
RESULTS
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.
CHALLENGE
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 this expansion.
SOLUTION
Client engaged The Anderson Search Group because of their extensive network of Private Wealth Management Executives across the country to find the ideal candidate matching an extremely specific search criteria and also able to relocate to their headquarters.
RESULTS
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.























