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Emerging Middle Market Relationship Manager, Director

Newport Beach, CA, USA💼 Full-time💰 $122,400–$122,400🗓 2026-07-16 → 2026-07-30

Core

Managing high-value client portfolios and driving revenue generation through complex deal structuring, credit approvals, and strategic advisory for corporate clients.

Role type

Senior IC Emerging Middle Market Relationship Manager

Builds

High-value client portfolios and complex financial transactions

Domain

Commercial Banking / Corporate Finance

Deliverable

production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work

Required skills

Credit Risk Assessment, Structuring Deals, Portfolio Management, Negotiation, Regulatory Compliance, Stakeholder Management, Market Analysis, Strategic Advisory

Preferred skills

Project Management, Change Management, Business Development, Cross-selling

Technologies

Analysis tools, Risk Management Frameworks

Responsibilities

Facilitate growth through business development and management of key client relationships; Lead structuring of high-value, complex deals and credit approvals; Manage high-value client portfolios driving cross-selling and retention; Represent bank at industry forums and conferences; Deliver reports to leadership on team performance and market trends; Ensure adherence to regulatory requirements and internal controls.

Seniority

Senior, hands-on IC

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