The Anderson Search Group | November 2024 Updates

We are in unprecedented times when it comes to the employment landscape here in the United States. I am sure you have heard many tales of people significantly increasing their compensation and quality of life by changing jobs in the last 18 months.

What people are not talking about as much as they should is the simple fact that almost every employee can custom-build their next career move.

Where you work, what you do, the type of company or firm, and compensation—all of these elements can be tailored to your specific wants and desires—you simply have to know how to make it happen.

Read the full article here

Succession Planning for an Aging Workforce

How Banks Can Streamline Their Hiring Process to Attract Top Talent

Stop Going Around Your Direct Reports — You’re Hurting Your Team

Business Banking Relationship Manager
Atlanta, Georgia

• Credit Training
• Deep connectivity and extensive network in and around Atlanta – MUST be able to source their own new loans and deposits and demonstrate a proven track record for new business development in the market
• Proven experience and track record sourcing C&I and CRE loans up to $1 million in size and with companies $5 million in annual revenue and below
• 2+ years business banking experience in Atlanta

First Vice President, Commercial
Banking
Los Angeles, California

• 7+ Years C&I lending experience in and around Los Angeles
• Formal credit training and stellar credit skills
• Proven ability to generate their own new business using an external network and centers of influence

Investment Portfolio Manager
Las Vegas, Nevada

• 10+ years investment portfolio management experience
• CFA strongly preferred but not required
• Generalist investment portfolio experience, client not interested in commodities focused PM’s
• Elite communication and presentation skills
• Demonstrated success on prospect and client calls

Wealth Advisor
Irvine, California

• 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 $60 million AUM in fee based business
• Experience with high-net worth clients preferred
• Experience with utilizing internal bank channels and partners preferred

Wealth Advisor
St.George, Utah

• 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 $60 million AUM in fee based business
• Experience with high-net worth clients preferred
• Experience with utilizing internal bank channels and partners preferred

Regional Trust Director
Dallas, Texas

• 15+ years Fiduciary Officer/Trust Officer and/or Estate and Trust Planning Attorney Experience
• 5+ years leadership experience
• Experience building a market in Trust and Wealth is strongly preferred
• JD required and CFP/CTFA strongly preferred

C&I Lender
Houston, Texas

• 20+ Years Commercial Banking Experience in the Houston Market
• Stellar Credit Skills
• Pure C&I Lender
• Can develop his own new business from scratch through his own COI’s
• Averages $20 million+ in new loans and $10 million+ in new deposits annually
• Deals can range from $1 million to $25 million in size
• YTD has closed $7 million in loans and $6 million in deposits with another $20 million in loans and $15 million in deposits approved
• No bonus to be made whole on – can leave immediately
• No non-solicit

C&I Commercial Banker
Dallas, Texas

• Production 100% Self-sourced:
• 2022: $150 million in Deposits and $2 million in Loans (Ramp up year/capped out with Deposits)
• 2023 YTD: $12 million in Deposits and $15 million in Loans
• 2024: $28 million in loans, $3 million in Deposits Closed Y2D – Has $60 million in Pipeline
• Client size ranges between $30 million – $300 million
• Accolades:
• 2022 – #1 Top-performing banker out of a 13-banker Dallas team
• 2022 – #5 performing banker out of over 300 bankers
• 2022 – Chairman’s Club Recipient

Private Banker/Wealth Advisor
Houston, Texas

• Average client size is $5 million investable assets
• Formally credit trained, can structure and underwrite his own deals
• Production 100% self-sourced:
  • 2024: YTD – $70 million in AUM
  • 2023: $43 million AUM and 13 new relationships
  • 2022: $40 million AUM, $60 million deposits, $23 million loans
• COI’s consist of estate planning attorneys, CPA’s, and commercial bankers
• Licenses: Series 7, Series 66, Texas Life and Health Insurance, Certified Wealth Strategist – CWS, and Accredited Wealth Management Advisor Professional Designation – SE-AWMA

Commercial Banker/Private Banker
Austin, Texas

• 20 years of Commercial Banking and Private Banking experience
• Private bank deals – Customized credits, HELOC’s, 2nd & 3rd Mortgages, specialty lending, Aircraft/Boat financing, wealth planning, securities, mutual funds, life insurance & investments, financial planning
• Strong COIs in the Central Austin Market
• Recent Middle Market Commercial Loan Production:
  • 2021- $26 million
  • 2022- $32 million
  • 2023- $320 million

Is your organization staying competitive in today’s market? To attract and retain the best talent, it’s essential to offer competitive compensation. The Anderson Search Group, a leading recruitment firm specializing in Commercial Banking and Private Wealth, has compiled an exclusive salary report with the most up-to-date industry insights.

What’s Inside?
Our salary report covers essential data and trends for Commercial Banking and Private Wealth sectors across the United States, helping your team:

• Evaluate current salary rates against industry standards
• Identify key compensation adjustments to boost retention
• Develop attractive packages that strengthen your hiring strategy

Download Your Copy Today!

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.

www.andersonsearch.com