VP, Banking Consultant – Northeast

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

📋 Description

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

• Carry out branch visits, profiles of branches/Financial Advisors, reviews of FA books, and compile call reports.

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

• Enhance product awareness among Financial Advisors and Sales Assistants.

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

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

• Work alongside 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.

• Create and execute product marketing strategies in collaboration with branch management and Financial Advisor teams.

• Engage with Internal Banking Consultants, Financial Advisors, branch managers, branch staff, product partners, and operations.

• Hold regular team meetings with internal partners responsible for Private Client Banking product fulfillment.

• Shape strategic direction and craft tactical plans.

• Present solutions and provide advice on client transaction structures or alternatives.

• Maintain relationships across all levels of the organization.

• Execute other assigned tasks.

⛳️ Requirements

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

• Advanced understanding of cash solutions, securities-based lending (including Margin), mortgages, and structured lending.

• In-depth knowledge of credit products, encompassing residential mortgage products, securities-based loans, and high-net-worth structured lending products.

• Strong business development and marketing capabilities.

• Proficient in financial analysis and creditworthiness evaluations.

• Competence in analyzing financial/collateral information.

• Exceptional oral and written communication abilities.

• Outstanding presentation skills.

• Strong organizational and analytical capabilities.

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

• Capacity to train Financial Advisors and Sales Assistants on the product suite.

• Skill in managing multiple detailed tasks in a dynamic environment.

• SIE is required unless an exemption or grandfathering applies.

• NMLS is required.

• Series 7 and Series 63 or 66 are preferred.

• Completion of formal credit training is strongly preferred.

• Bachelor’s degree in Business Administration, Finance, or Marketing.

• 6 to 10 years of general experience.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Life insurance.

• Critical illness insurance.

• Accident insurance.

• Disability benefits.

• Retirement savings.

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

• Parental leave.

• Remote workstyle.

• Travel required is less than 25%.