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.
Banking, Lending, & Trust (BL&T) is a center of excellence that unlocks access to Wealth & Investment Management (WIM) products and services based on client needs. These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services.
Responsibilities
- Partner with Financial Advisors to deliver Custom Lending solutions to high net worth clients
- Originate, structure, and execute sophisticated custom credit solutions tailored to complex client needs
- Manage the end-to-end delivery of the full custom loan product suite including specialized and bespoke lending structures
- Apply strong credit expertise, strategic thinking, and exceptional relationship management and consultative sales skills
- Assess client needs, develop customized credit strategies, negotiate and close lending opportunities, and deliver compelling presentations to prospects, centers of influence, and internal partners
- Drive proactive outreach across CRG, senior Custom Credit team members, non-wealth partners, and external prospects to support new business development
- Owning responsibility for loan growth, revenue generation, and portfolio profitability by maintaining deep expertise in custom credit structures, market solutions, and client-focused lending strategies
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
Desired 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
Job Expectations
- US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.
- FINRA Series 7 and 66 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
- FINRA recognized equivalents will be accepted.
- This will be communicated at time of offer acceptance.
- Registration for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business.
- Compliance with state law registration and licensing requirements is mandatory.
- In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply.
- Adequate financial fitness and criminal background standards must be met.
Pay Range
$185,000.00 - $300,000.00
Benefits
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date
13 Aug 2026
Reference Number
R-561158-3