Lending Transactor (LT) - Executive Director
Core
Executive Director responsible for advising on and executing large, complex securities-based lending transactions for high-net-worth clients in the Private Bank Group.
Role type
Senior IC lending transactor (Executive Director)
Builds
Securities-based loan products (margin and bank loans) for HNW clients
Domain
Wealth Management / Private Banking / Securities Lending
Required skills
Securities-based lending underwriting, deal structuring, credit policy development, risk management, client relationship management, workflow management, financial analysis, exception pricing approval, product roadmap development
Preferred skills
Private banking experience, formal credit training, MBA or JD, people leadership
Technologies
None stated
Responsibilities
Execute and close securities-based loans for HNW clients; manage the lending underwriting pipeline and workflow; prepare senior management reports on liquidity analyses; make recommendations to enhance credit policy; develop and negotiate structuring recommendations; act as SME for internal clients; assist in developing product roadmaps; manage exception pricing approvals; build product awareness among Financial Advisors.
Seniority
Executive Director, hands-on IC with leadership responsibilities