Director of Advisory Services - Remote
Veritas Partners · Maryland, United States · 2 days ago
FinanceFull-time
Our client, an asset liability management consulting firm, is currently seeking a Director of Advisory services to join their team. The Director of Advisory Services will work remotely, service clients across the US and be expected to travel 30% - 40%. Responsibilities Manage a portfolio of 15 - 20 clientsAct as a SME in areas of asset liability and balance sheet managementServe as the primary relationship manager and trusted strategic advisor for clientsLead the overall strategic relationship, integrating capital, liquidity, interest rate risk, asset allocation, funding, and other balance sheet considerations into actionable recommendationsLead recurring client meetings, ALCO presentations, and annual onsite visitsIdentify opportunities to deepen the client relationship through relevant strategic advice Qualifications Bachelor's degree required10+ years of experience in Asset Liability ManagementDeep understanding of the full banking model, including credit risk, liquidity risk, interest rate risk, capital, funding, and earnings considerationsDesign and implement capital allocation and balance sheet strategiesExcellent communication and presentation skills for diverse audiencesComprehensive understanding of banking regulations and the ability to incorporate regulatory considerations into strategic recommendations