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 strategic client-facing assignments.
Role type
Senior IC Corporate Client Director (Insurance)
Builds
Corporate banking products, capital markets services, and strategic financial solutions for insurance clients
Domain
Banking / Financial Services / Insurance
Deliverable
client delivery
Required skills
complex financial modeling, complex financial analysis, corporate finance, credit analysis, underwriting, securities licensing, team management, strategic client engagement, origination, pitch development
Preferred skills
M&A experience, Capital Markets experience, investment banking background, advanced degree
Technologies
PowerPoint, Excel, Word
Responsibilities
Independently manage a portfolio of tactical clients; evaluate complex financial models; create high-impact presentation materials; mentor and develop staff including Analysts and Associates; support Capital Markets businesses by assessing appropriate securities products; serve as direct support to Executive Directors; make internal and external presentations to support Relationship Managers
Seniority
Senior, hands-on IC with team leadership