Wealth Management, Private Bank, PLP Lending Specialist, Team Lead, Executive Director

About the role

This role works within the Professional Loan Program (PLP) team, offering tailored loan programs to employees of private equity clients to enable personal co-investment in client-managed funds, and providing loans or lines of credit to new partners at professional service firms to finance partnership equity purchases. The position collaborates closely with key stakeholders across the firm—including Private Bankers, Credit Risk, Underwriters, Loan Servicing, Legal, and department managers—as part of a highly collaborative team.

Client Engagement

• Introduce the Professional Loan Program during Firm Kick-Off calls as the borrower's main point of contact, collaborating with the Borrower Specialist team to ensure smooth application and loan booking
• Act as the primary relationship manager regarding application, operations, and overall client and borrower experience for the PLP Program
• Partner with Lending Specialist to understand overall firm structure and program-specific considerations
• Host ongoing calls with Firms to discuss program structure, application process, operations, and introduce other key contacts
• Partner with Lending Specialists to understand new Program level pipeline and upcoming Program modifications to ensure borrower specialist teams are appropriately staffed

Partnership with Borrower Specialist

• Partner with Borrower Specialist team to ensure tasks are appropriately executed, application process is handled correctly, and all escalations are effectively managed
• Provide hands-on support and leadership to a small team of PLP Lending Specialists
• Inform PLP Borrower Specialist team of any upcoming application surges and program level changes that may impact borrower loans (e.g. fund joiners, pricing changes)
• Help in the implementation of a successful program launch and origination

Business Development

• Identify other client opportunities within the PLP Borrower population and deepen client relationships by bringing in deposits and referring wealth advisory, trust, lending, and other banking services
• Understand bank-wide offerings to speak to products and services offered throughout the PBA
• Aid in the implementation of the client lifecycle journey for your subset of PLP programs to ensure deepening of borrower relationships

Qualifications

• 10 years of experience in Wealth Management or Banking preferred
• Bachelor's Degree
• Demonstrated ability for sales and client relationship management
• Strong communication, decision-making, and interpersonal skills
• Excellent organizational and time-management skills and attention to detail
• Aptitude to take initiative and be proactive to help provide leverage for the team; confidence executing projects with limited supervision
• Experience using Microsoft Office programs including Excel, PowerPoint, and Adobe PDF