Director, Advisory Services

ALM First

3d • Hybrid

About The Position

This is a unique opportunity to help us grow our Advisory services. This position will serve as a relationship manager with a strong financial acumen and ability to communicate investment and balance sheet strategies to the client.

Requirements

• 10+ years of experience in a depository-focused role
• Demonstrated client-facing experience with financial institutions
• Broad knowledge of the banking business model with demonstrated experience creating value through strategic balance sheet advice
• Deep understanding of the full banking model, including credit risk, liquidity risk, interest rate risk, capital, funding, and earnings considerations
• Knowledge of hedging applications for financial institutions, including risk mitigation and spread enhancement, with the ability to partner effectively with specialized teams
• Comprehensive understanding of banking regulations and the ability to incorporate regulatory considerations into strategic recommendations
• Excellent communication and presentation skills for diverse audiences, including executive management, ALCOs, boards, and conferences
• Ability to simplify complex financial concepts and translate analysis into clear strategic recommendations
• Demonstrate sound judgment and the ability to identify when specialized internal expertise should be brought into a client discussion
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, and team members.

Nice To Haves

• Partner with Portfolio Strategy Directors when specialized investment expertise is required
• Partner effectively with specialized teams

Responsibilities

• Serve as the primary relationship manager and trusted strategic advisor for assigned financial institution clients
• Lead the overall strategic relationship, integrating capital, liquidity, interest rate risk, asset allocation, funding, and other balance sheet considerations into actionable recommendations
• Ensure a smooth onboarding process and deliver an exceptional ongoing client experience
• Lead recurring client meetings, ALCO presentations, and annual onsite visits while maintaining consistent engagement throughout the relationship
• Coordinate internal specialized resources, including Portfolio Strategy, to ensure recommendations are integrated within the client's broader balance sheet strategy
• Identify opportunities to deepen the client relationship through relevant strategic advice and appropriate use of the firm's specialized capabilities
• Design and implement capital allocation and balance sheet strategies aligned with client objectives and risk appetite
• Understand the role of the investment portfolio within the broader balance sheet and partner with Portfolio Strategy Directors when specialized investment expertise is required
• Distill complex market and balance sheet data into actionable insights that drive optimization and strategic value creation
• Maintain and expand market and industry knowledge to educate clients on economic, regulatory, and balance sheet developments
• Thought leadership demonstrated through client education, industry speaking engagements, and content creation

Benefits

• ALM First believes deeply in equality and strongly supports diversity and inclusion.
• ALM First has a commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any basis protected by applicable law.
• ALM First provides reasonable accommodations in job application procedures for individuals with disabilities.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed