Director, Advisory Services

Emploi pas sur LinkedIn

🕒 il y a 2 mois

🇺🇸 États-Unis – Télétravail

⏰ Temps Plein

🔴 Expert

👔 Directeur

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 12%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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ALM First

Site WebLinkedInTous les Emplois

51 - 200 employés

💼 Conseil

🏦 Banque

💸 Finance

Consulting • Banking • Finance

ALM First est un partenaire stratégique de confiance, leader dans les services de conseils financiers. Gérant environ 70 milliards de dollars d'investissements, ALM First est un conseiller en investissements enregistré auprès de la SEC, agissant en tant que tiers impartial, offrant des services sans commission et basés sur des honoraires à plus de 300 banques et coopératives de crédit à travers le pays.

Description

• Serve as a relationship manager and trusted strategic advisor for assigned financial institution clients • Lead the overall strategic relationship, integrating capital, liquidity, interest rate risk, asset allocation, funding, and other balance sheet considerations • Communicate investment and balance sheet strategies to clients • Ensure smooth client onboarding and an exceptional ongoing client experience • Lead recurring client meetings, ALCO presentations, and annual onsite visits • Maintain consistent client engagement • Coordinate internal specialized resources, including Portfolio Strategy • Identify opportunities to deepen client relationships through strategic advice and specialized capabilities • Educate clients on economic, regulatory, and balance sheet developments • Participate in client education, industry speaking engagements, and content creation • Travel for client meetings, conferences, speaking engagements, and business development activities

🎯 Exigences

• 10+ years of experience in a depository-focused role • Demonstrated client-facing experience with financial institutions • Broad knowledge of the banking business model • Deep understanding of credit risk, liquidity risk, interest rate risk, capital, funding, and earnings considerations • Ability to design and implement capital allocation and balance sheet strategies aligned with client objectives and risk appetite • Understanding of investment portfolio roles within the broader balance sheet • Knowledge of hedging applications for financial institutions • Comprehensive understanding of banking regulations • Ability to distill complex market and balance sheet data into actionable insights • Excellent communication and presentation skills • Ability to simplify complex financial concepts into clear strategic recommendations • Sound judgment and ability to identify when specialized expertise is needed • Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, and governmental regulations • Ability to write reports, business correspondence, and procedure manuals • Ability to present information and respond to questions from managers, clients, and team members • Ability to travel domestically • Ability to lift and carry materials up to 15 pounds occasionally

🏖️ Avantages

• Commission-free, fee-based services offered by the company (not a role-specific employee benefit) • Reasonable accommodations in job application procedures for individuals with disabilities

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