AWM, Private Bank, Regional Lending Advisor, Managing Director- NYC

Key Responsibilities

• Define and execute the regional lending strategy, aligned with firmwide priorities and growth objectives.
• Own regional lending performance, including pipeline generation, revenue delivery, and portfolio quality.
• Serve as a senior representative of the Private Bank lending platform with internal stakeholders and external clients.
• Identify market trends, client needs, and competitive dynamics to inform product innovation and strategic positioning.

Team Leadership & Talent Development

• Lead, mentor, and develop a team of RLAs and lending professionals, fostering a high-performance, client-centric culture.
• Set clear expectations around origination, execution excellence, risk discipline, and collaboration.
• Drive talent strategy, including hiring, coaching, and succession planning to build a scalable and sustainable platform.
• Promote a strong culture of accountability, integrity, and partnership across teams.

Client & Advisor Partnership

• Build and maintain trusted relationships with senior PWAs and key clients, positioning as a strategic advisor on complex financing needs.
• Partner with advisors in client and prospect engagements to identify, shape, and win sophisticated lending opportunities.
• Provide expert guidance on tailored lending strategies across securities-based lending, structured credit, real estate, and specialty asset financing.

Origination & Credit Structuring

• Lead the origination and structuring of complex, bespoke lending transactions, ensuring alignment with client objectives and firm risk appetite.
• Act as the senior credit thought partner, bringing creativity and discipline to structuring solutions.
• Oversee transaction execution, ensuring high-quality credit proposals and efficient deal progression in partnership with underwriting.

Risk & Control Leadership

• Maintain ultimate accountability for portfolio health and risk oversight within the region.
• Proactively identify emerging risks and ensure appropriate mitigation strategies are implemented.
• Reinforce a strong first line of defense mindset, ensuring adherence to credit policies, regulatory standards, and control frameworks (including KYC/AML).
• Partner closely with Risk and Underwriting leadership to uphold disciplined credit governance.