CareerPlan

Director, Corporate Banking Financial Institutions Group

New York, NY, USFull-time$260k2026-10-28 → 2026-11-09

Core

Manage a portfolio of U.S. Financial Institutions Group (FIG) clients, focusing on Alternative Asset Managers and Specialty Finance companies, serving as a trusted relationship manager responsible for capital allocation and maximizing risk-adjusted returns.

Role type

Senior IC corporate banking director (financial institutions)

Builds

Credit facilities, capital markets products, and transaction banking solutions for U.S. FIG clients

Domain

Corporate Banking / Financial Services / U.S. Market

Required skills

Credit facility structuring, deal execution, financial modelling, accounting knowledge, credit agreement negotiation, KYC/AML compliance, industry trend analysis, Salesforce proficiency

Preferred skills

Deep understanding of U.S. Financial Services sector, expertise in Asset Management and Specialty Finance, experience with ISDA/GMRAs and transaction banking documentation

Technologies

Salesforce

Responsibilities

Lead underwriting and credit review processes, close transactions independently, coordinate pitches and client onboarding, maintain client portfolio activity tracking, conduct annual industry and lending limit reviews

Seniority

Director, strategic client management & deal leadership