Financial Institutions Group – Insurance Corporate Client Director
Core
Manage a portfolio of tactical clients in the insurance sector, driving cross-sell, return generation, and First Line of Defense while supporting complex financial models and analysis.
Role type
Senior IC Corporate Banking Director (Insurance)
Builds
Corporate banking solutions and capital markets services for insurance clients
Domain
Banking / Corporate Finance / Insurance
Required skills
complex financial modeling, corporate finance analysis, credit underwriting, strategic client engagement, team leadership, securities licensing
Preferred skills
M&A experience, capital markets expertise, underwriting experience, pitch and win execution
Technologies
PowerPoint, Excel, Word
Responsibilities
Independently manage tactical client portfolios; evaluate complex financial models; create high-impact presentation materials; mentor and develop staff (Analysts and Associates); support Capital Markets businesses by assessing securities products; serve as direct support to Executive Directors
Seniority
Senior, hands-on IC with management responsibilities