VP, Fund Banking Relationship Manager

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

📋 Description

• Cultivate and grow a portfolio of new business through connections in the Private Equity, Venture Capital, and Emerging Manager sectors.

• Foster deposit and loan expansion through lending initiatives, which includes negotiating, underwriting, and facilitating the closure of intricate corporate loans.

• Implement business development strategies and approaches within the Private Equity, Venture Capital, and Emerging Manager sectors.

• Structure and position loans across the complete Fund Finance product range.

• Forge relationships with referral sources and target funds to advocate and sell Fund Banking products and services.

• Create and uphold a strong pipeline of opportunities.

• Utilize Salesforce and other CRM systems to monitor business development efforts, deal progress, and investor interactions.

• Lead initial sales and engagement discussions with potential clients.

• Gather information pertaining to loan inquiries and assist prospective clients through the due diligence and underwriting process with a credit associate.

• Assess financial conditions and conduct preliminary risk evaluations in accordance with Bank credit policies and prevailing economic and industry trends.

• Compile information for financing proposals to the Credit Committee and negotiate loan terms and conditions.

• Oversee the closure of sanctioned loans and ensure adherence to loan agreements, client requirements, and Bank lending standards.

• Act as the primary Relationship Manager post-loan closure and manage ongoing client relationship strategies.

• Collaborate with loan operations, client services, and other internal teams to guarantee a client-first experience.

• Raise product and service concerns to senior management.

• Stay informed about the status, trends, and competitive landscape of the Fund Banking industry.

• Represent the Bank at community and industry events to enhance the Bank’s reputation and generate additional business.

• Assist the Bank in establishing and maintaining a strong market presence.

⛳️ Requirements

• 5 to 10 years of experience with a solid background in Fund Finance, encompassing origination, negotiation, underwriting, and coordinating the closure of Fund Finance loans.

• Extensive experience in managing relationships with high-value clients.

• Familiarity and expertise in analyzing financial statements and tax returns.

• In-depth knowledge of Fund documentation.

• Proven ability to leverage generative AI tools such as ChatGPT, Claude, and Copilot for partner due diligence, document analysis, review, and drafting, while ensuring output accuracy.

• Capacity to responsibly utilize AI in a regulated setting, including safeguarding customer data and managing privacy and model risk.

• Skill in evaluating the use of AI by fintech partners in onboarding, fraud prevention, and customer service.

• Strong understanding of Bank treasury management services, lending protocols, policies, and products utilized by Fund Banking clients.

• Knowledge of applicable state and federal banking compliance regulations, with a preference for OCC experience.

• Awareness of Bank operational policies.

• Significant experience collaborating with both internal and external stakeholders.

• Bachelor’s degree from an accredited four-year institution in Finance, Accounting, or a related discipline.

• Exceptional analytical capabilities.

• Outstanding oral, written, and interpersonal communication skills.

• Excellent organizational and time management abilities.

🏝️ Benefits

• Flexibility for remote work.

• Diversity of thought and perspective.

• Culture of cross-functional teamwork.

• Encouragement of accountability.

• Celebration of successes.

• Opportunity to contribute to banking innovation.

• An inclusive partnership environment.