CareerPlan

Tech Market Leader

NEW YORK, NY, USFull-time$215k2026-10-09 → 2026-11-10
HybridNo visa sponsorship

Core

Lead and manage a team of relationship managers to handle complex Mid-Corporate client relationships, including structuring, modifying, and renewing high-complexity cash flow and real estate loans.

Role type

Senior IC Commercial Banking Market Leader / Team Lead

Builds

Mid-Corporate client relationships and loan solutions

Domain

Commercial Banking / Financial Services

Deliverable

client delivery

Required skills

Strategic leadership, complex issue resolution, policy development, team management, financial analysis, risk control, process improvement, cross-functional collaboration, sales pipeline management, talent development

Preferred skills

Commercial lending and treasury management expertise, FINRA Series 63 and 79 certification, formal credit training, new business generation, regulatory compliance knowledge

Technologies

Customer Relationship Management (CRM) systems

Responsibilities

Lead/manage relationship management team to resolve highly complex issues; interpret and develop policies and procedures for moderate to higher complexity functions; manage and develop managers and professionals on loan structuring and renewal; identify opportunities for process improvement and risk control; collaborate with senior leadership to resolve internal escalations; strategically lead team to offer full suite of solutions to Mid-Corporate clients; drive relationship planning and maintain sales pipeline; manage allocation of people and financial resources; mentor less experienced individuals

Seniority

Senior, hands-on IC with management responsibilities