ALM First
ALM First is a leading, trusted strategic partner for financial advisory services. With approximately $70 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to more than 300 banks and credit unions across the country.
51 - 200 employees
Director, Advisory Services
Job not on LinkedIn
November 26
ALM First
ALM First is a leading, trusted strategic partner for financial advisory services. With approximately $70 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to more than 300 banks and credit unions across the country.
51 - 200 employees
📋 Description
• Managing the firm’s financial depository client relationships • Possessing a diverse skill set essential for fostering strong client connections and ensuring exceptional service • Consulting with clients on balance sheet strategies tailored to their risk appetite • Collaboration with internal specialized groups to deliver integrated solutions
🎯 Requirements
• 5+ years of experience in a depository-focused role • Client-facing experience • Broad knowledge of the banking business model with demonstrated experience creating value through a strategic vision • Undergraduate degree
🏖️ Benefits
• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development
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