Director, Financial Services
Core
Managing and growing a portfolio of complex banking relationships with Financial Services firms, FinTechs, and Money Services Businesses, focusing on senior debt financing, treasury solutions, and payment systems.
Role type
Director, Commercial Banking & Sales
Builds
Syndicated and bilateral financing deals, treasury and payment solutions for private and public companies in Canada
Domain
Financial Services / Banking / Credit & Treasury
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Senior debt financing origination, complex treasury and payment solutions management, business development, risk assessment, regulatory compliance (AML), industry vertical expertise, negotiation, project management, data analysis
Preferred skills
CPA, CBV, CFA, API integration knowledge, sales strategy development
Technologies
Microsoft Office (Excel, Word, PowerPoint)
Responsibilities
Manage and grow a portfolio of Financial Services clients with complex credit and treasury needs; Execute national origination strategy for FinTechs and Money Services Businesses; Develop and deliver customized banking products; Coordinate risk reviews and ensure adherence to compliance policies; Lead pre-sales activities and client negotiations; Advise senior leaders on business strategy and investment cases.
Seniority
Director, strategic leadership & team management