Global Client Coverage (Company Management) : Job Level - Executive Director
About The Position
The Client Coverage Officer is a cross-divisional client coverage and origination role within Integrated Firm / Global Client Coverage. The role is responsible for quarterbacking inbound lending opportunities where no Financial Advisor (FA) is currently assigned, advancing high-priority Integrated Firm lending opportunities, and serving as a central point of coordination across Wealth Management, Strategic Client Management (SCM), IBD, MSIM and other internal partners to drive disciplined client engagement, credit pathway clarity, and advisor introduction where/when appropriate. This role combines high-touch client/representative engagement with strong internal stakeholder management, pipeline governance, and process rigor, ensuring opportunities are consistently screened, advanced, documented, and transitioned to the right advisor coverage model over time.
Requirements
- Demonstrated experience in client coverage, lending origination/structuring, or similar financial services roles requiring strong client engagement and internal coordination.
- Strong judgment in opportunity screening and the ability to translate client objectives into an actionable internal pathway.
- Proven ability to manage multi-stakeholder processes, maintain pipeline rigor, and communicate clearly across senior internal partners.
Nice To Haves
- Experience working across Wealth Management and institutional partners (or equivalent one-firm / integrated coverage environment).
- Strong project management, analytics/metrics orientation, and process improvement mindset.
- High level of professionalism, discretion, and comfort handling sensitive client and transaction information.
Responsibilities
- Own and triage inbound loan inquiries without an assigned FA/PWA
- Lead field coverage for Integrated Firm priority loans (including those already advisor-covered)
- Own the SCM / Integrated Firm sponsorship process for IFM-sponsored loans and maintain a top loans library
- Expand coverage beyond loans over time
- Coordinate delivery of Wealth Management Solutions to Mega-IPOs
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
