Wealth Management Liability Consultant

Responsibilities

• Serve as the firm's subject matter expert on lending and credit strategy, delivering personalized liability management advice to HNW individuals, business owners, and institutional clients.
• Design and recommend comprehensive balance sheet solutions integrating both sides of the client's financial statement - assets and liabilities.
• Advise on and structure lending solutions across a range of products, including: Securities-Based Lending (SBL), Residential and Jumbo Mortgages, Specialty Asset Financing, Custom Credit Facilities for HNW and Institutional Clients.
• Partner closely with Financial Consultants (LPL-affiliated) to identify and execute credit opportunities that enhance the overall wealth plan and deepen client relationships.
• Collaborate with Trust Officers to provide liquidity and lending solutions for trust clients and estate planning strategies.
• Work in tandem with Portfolio Managers and the Asset Management Team to develop liability strategies that align with investment objectives, cash flow needs, and risk tolerance.
• Serve as an internal resource, trainer, and consultant for credit strategy education across the wealth platform.
• Liaise with internal banking partners and external credit providers to ensure efficient execution, competitive pricing, and adherence to policy standards.
• Participate in joint client meetings alongside Financial Consultants and Relationship Managers to deliver comprehensive balance sheet advice.
• Proactively identify and originate lending opportunities to support client acquisition and retention.
• Deliver high-touch, consultative service tailored to meet client needs.

Qualifications

• Deep knowledge of private banking, credit structures, and wealth lending products.
• Demonstrated experience collaborating within a multi-disciplinary wealth team environment.
• Full securities licensing.