Senior Lead Wealth Custom Credit Banker

About the role

Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients.

Responsibilities

• Partner with Financial Advisors to deliver Custom Lending solutions to high net worth clients
• Structure credit opportunities and negotiate deal terms directly with clients
• Present to deals to Independent Risk Management, along with underwriting teams, for final approval
• Aid in recruiting of new Financial Advisors including reviewing credit opportunities within their book of work
• Act as an advisor to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area

Requirements

• 7+ years of Wealth Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Qualifications

• Proven success in custom credit origination and complex loan structuring for HNW/UHNW clients
• Strong credit acumen with demonstrated ability to design bespoke lending solutions
• Private Banking, Corporate Banking or Commercial Banking experience
• Excellent sales and relationship management skills
• Strong credit risk experience
• Knowledge of traditional banking products
• FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
• A Master's degree or higher

Skills

Not specified

Benefits

Not specified

Pay

$185,000.00 - $300,000.00

Schedule

Not specified