Director, Advisory Services

Job not on LinkedIn

🔥 21 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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ALM First

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🏦 Banking

💸 Finance

Consulting • Banking • Finance

ALM First is a leading, trusted strategic partner for financial institutions, offering an array of advisory services. With approximately $70 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party to provide commission-free, fee-based services to more than 300 banks and credit unions across the country. The company specializes in balance sheet consulting, asset liability management, and a variety of financial advisory services.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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