CareerPlan

Managing Director & Head, Credit & Portfolio Management

New York, NY, USAFull-time$300k2026-11-04 → 2026-11-10

Core

Senior leader of the Portfolio Management function across Global Corporate Banking in Canada and the U.S., owning governance, standards, risk oversight, and acting as the senior approval authority within the delegated lending framework.

Role type

Senior IC Managing Director & Head of Credit & Portfolio Management

Builds

Corporate Banking portfolio, credit structures, and risk frameworks

Domain

Corporate Banking / Leveraged Finance / Credit Risk

Required skills

Credit risk management, portfolio management, regulatory compliance, strategic business planning, change leadership, negotiation, team leadership, financial structuring, stress testing, data roadmap planning

Preferred skills

CPA or MBA, experience in Leveraged Finance, expertise in U.S. and Canadian regulatory expectations, experience managing large diverse teams

Technologies

KRI dashboards, reporting frameworks, stress testing tools, data platforms

Responsibilities

Set PM governance standards and operating models; exercise delegated approval authority for transactions; lead regulatory, audit, and control initiatives; architect portfolio monitoring and risk insights; manage active portfolio de-risking and capital productivity; define credit product structuring and hand-offs; develop PM talent and competency frameworks; drive process automation and operating model enhancements; promote risk culture and mentor leadership.

Seniority

Executive, strategy & mentorship