VP, Banking Consultant – Northeast

This is a fully remote position, open to applicants in Florida.

📋 Description

• Act as the primary point of contact for Financial Advisors concerning Private Client Banking lending and cash solutions.

• Perform branch visits, assess branch/Financial Advisor profiles, review Financial Advisor books, and compile call reports.

• Collaborate with Financial Advisors to offer guidance on Private Client Banking products to clients.

• Increase product awareness among Financial Advisors and Sales Assistants.

• Create and maintain a pipeline to achieve loan production and growth objectives.

• Spearhead marketing, training, and educational initiatives for Financial Advisors and Sales Assistants.

• Collaborate with home office product teams on Cash Solutions, Mortgages, Securities Based Lending, Margin, and Structured Lending.

• Represent RJ Bank at regional conferences and meetings.

• Evaluate the competitive landscape and formulate solution strategies.

• Design and execute product marketing strategies alongside Branch Management and Financial Advisor teams.

• Coordinate efforts with Internal Banking Consultants, branch staff, product partners, and operations.

• Hold regular meetings with internal Private Client Banking product fulfillment associates.

• Shape strategic direction, create tactical plans, and fulfill complex assignments.

• Develop and present client transaction solutions along with constructive alternatives.

• Foster strong relationships across all levels of the organization.

• Execute other assigned responsibilities.

⛳️ Requirements

• 6 to 10 years of relevant experience.

• Demonstrated experience in new business development/origination within lending products.

• In-depth understanding of cash solutions, securities based lending, including Margin, mortgages, and structured lending.

• Expert proficiency in credit products, encompassing residential mortgage products, securities based loans, and high net worth structured lending offerings.

• Familiarity with banking and financial markets, along with associated products.

• Outstanding business development and marketing capabilities.

• Capacity to analyze financial/collateral data and assess creditworthiness.

• Strong organizational, analytical, verbal, written communication, and presentation skills.

• Ability to cultivate relationships with Financial Advisors, branch managers, clients, product partners, and Internal Banking Consultants.

• Proficient in training Financial Advisors and Sales Assistants on the product suite.

• Skilled in managing multiple tasks and adapting to changing priorities in a dynamic environment.

• SIE certification required unless an exemption or grandfathering applies.

• NMLS certification required.

• Series 7 and Series 63 or 66 certifications preferred.

• Completion of formal credit training is highly preferred.

• Bachelor’s degree in Business Administration or Marketing.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Life insurance coverage.

• Critical illness insurance.

• Accident insurance.

• Disability benefits.

• Retirement savings plans.

• Paid time off, including vacation, holidays, and sick leave.

• Parental leave options.

• Additional compensation may include cash or equity, discretionary bonuses, or commissions.