CareerPlan

Director, Not for Profit and Government Banking

Newport Beach, CA, USAFull-time$120k–$250k2026-10-22 → 2026-11-11
Based in United States

Core

Director leading business development, complex deal structuring, and portfolio management for high-value clients in the not-for-profit and government banking sector.

Role type

Senior IC Director, Not for Profit and Government Banking

Builds

High-value client portfolios and complex financial transactions for not-for-profit and government clients

Domain

Banking / Not-for Profit and Government Finance

Required skills

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

Preferred skills

Project Management, Change Management, Business Administration, Finance

Technologies

Analysis tools, Risk Management Framework

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

Director, strategic leadership & complex deal execution