Market Manager

The Role: SVP/ Market Manager

The Location: Beverly Hills, California

Reports To: EVP/Chief Banking Officer

Make a Difference Where It Matters Most

At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.

We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you.

Your Opportunity: Market Manager

At CalPrivate Bank, the Market Manager serves as both a strategic business leader and a steward of the Bank’s mission, culture, and long-term growth within the communities we serve. This role is responsible for leading and overseeing one or more market areas, driving sustainable deposit and loan growth, strengthening client relationships, and developing high-performing teams that embody the Bank’s commitment to exceptional service, trusted relationships, and distinctly different financial solutions.

The Market Manager is more than a sales leader, this individual acts as the face of the Bank within their market, cultivating meaningful relationships with clients, centers of influence, business leaders, and community organizations. Through leadership, mentorship, and business development expertise, the Market Manager creates an environment where Relationship Managers and support staff are empowered to grow professionally, deliver white-glove client experiences, and contribute meaningfully to the Bank’s broader strategic objectives.

This role carries significant influence over the Bank’s local market presence and reputation. By identifying opportunities, deepening relationships, and developing strong teams, the Market Manager helps position the Bank as the premier financial partner for businesses, professionals, and high-net-worth clients whose needs extend beyond traditional banking.

The ideal candidate combines proven leadership capabilities, strong credit and business acumen, relationship-driven business development expertise, and the ability to execute quickly in a collaborative, entrepreneurial banking environment. This individual must be equally comfortable leading people, managing complex client relationships, driving profitability, and partnering with executive leadership to execute strategic growth initiatives.

What You’ll Do

Market Leadership & Business Development

• Responsible for the strategic development and oversight of one or more assigned market areas, ensuring alignment with the Bank’s mission, growth objectives, and client service standards.
• Leads business development efforts for branch and market deposit growth, loan production, and relationship expansion through both individual efforts and team leadership.
• Meets or exceeds quarterly and annual production goals related to deposits, loans, revenue growth, profitability, and overall market performance.
• Develops and executes market-specific business development strategies designed to enhance earnings, deepen client relationships, and increase market visibility.
• Partners with Executive Management to develop sales initiatives, growth strategies, and market opportunities that support the Bank’s overall strategic plan.
• Cultivates and maintains a strong network of professional contacts, referral partners, centers of influence, and community leaders to generate new business opportunities and enhance the Bank’s local presence.
• Represents the Bank professionally within the community through networking, civic involvement, and relationship-building activities.
• Identifies opportunities to cross-sell Bank products and services while ensuring clients receive comprehensive and customized financial solutions.

Leadership, Mentorship & Talent Development

• Provides leadership, mentorship, coaching, and ongoing development for Relationship Managers and support staff to foster professional growth, accountability, and high performance.
• Creates a collaborative and service-oriented environment that reinforces the Bank’s culture, values, and commitment to exceptional client experiences.
• Develops talent pipelines by identifying employee strengths, supporting career development, and facilitating coaching opportunities.
• Leads by example through active client engagement, strong communication, professionalism, and relationship-centered leadership.
• Motivates and inspires teams to achieve office growth objectives while maintaining high standards of service, operational excellence, and teamwork.
• Partners with senior leadership to implement strategic initiatives, operational changes, and organizational priorities efficiently and effectively.

Portfolio & Credit Oversight

• Oversees the overall management and quality of the office loan and deposit portfolio, ensuring adherence to Bank policies, procedures, and risk management standards.
• Maintains strong credit oversight and demonstrates advanced commercial banking and financial analysis capabilities.
• Reviews and analyzes financial statements, tax returns, cash flow reporting, and related financial documentation to assess borrower performance, identify risk considerations, and structure sound credit recommendations.
• Prepares and presents comprehensive credit analyses and relationship assessments to underwriting and executive leadership to support informed lending decisions.
• Monitors portfolio quality trends, proactively identifies potential risk exposure, and collaborates with internal partners to address concerns appropriately.
• Ensures compliance with all regulatory requirements, internal controls, audit expectations, and Bank policies.

Operational & Strategic Oversight

• Oversees monthly, quarterly, and annual reporting related to production, portfolio quality, deposit growth, compliance metrics, and other key performance indicators.
• Interfaces effectively with internal and external auditors, regulatory partners, and executive leadership as needed.
• Ensures operational excellence and accountability across assigned offices and market teams.
• Collaborates cross-functionally with internal departments to enhance client service delivery, operational efficiency, and relationship management effectiveness.
• Reinforces and promotes a positive employee and client culture through leadership visibility, responsiveness, and consistent alignment with the Bank’s core values.
• Performs other duties and strategic initiatives as assigned.

Who You Are

Experience & Expertise

• Minimum of 8–10 years of progressive senior-level banking experience, including demonstrated leadership responsibilities within commercial or private banking environments.
• Extensive banking knowledge, including commercial lending, treasury management, deposit products, relationship management, and overall branch/market operations.
• Proven success in business development, relationship expansion, loan production, and deposit growth.
• Demonstrated ability to source, structure, negotiate, and successfully close complex banking relationships and financial transactions.
• Strong leadership capabilities with a proven ability to motivate, mentor, and develop high-performing teams.
• Exceptional relationship-building skills with the ability to establish trust and credibility with clients, employees, executive leadership, and community partners.
• Advanced credit acumen with the ability to evaluate complex financial documentation, perform detailed financial and cash flow analysis, assess risk exposure, and develop well-supported credit recommendations for underwriting consideration.
• Ability to operate effectively in a fast-paced, relationship-driven banking environment while balancing strategic priorities and operational execution.
• Strong interpersonal, communication, and presentation skills with the ability to influence and collaborate across all levels of the organization, including executive leadership and the Board.
• Ability to quickly implement strategic initiatives and adapt to changing business priorities.

Mindset & Values

• You lead with accountability, integrity, and consistency.
• You thrive in a collaborative environment where transparency and follow-through matter.
• You model professionalism, calm under pressure, and a solutions-oriented mindset.
• You embrace data-driven decision-making while maintaining a client-first perspective.
• You embody CalPrivate’s culture, heart for client, excellence in service, and deep commitment to the Bank and its people.

Physical Demands

• May require some travel in order to support clients, cultivate business development opportunities and meeting with prospects.
• Ability to sit or stand for extended periods of time.
• Ability to physically use a keyboard/mouse
• Ability to walk to and from workstations
• Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.
• Specific vision abilities required by this job include close vision and ability to adjust focus