Job Responsibilities:
- Identify, prioritize, and execute opportunities to create scalable growth across Lending products with a focus on Client and Advisor experience.
- Deliver key change-the-bank initiatives that will advance and/or harmonize the Lending product and platform in partnership with key stakeholders alongside Product Management, Operations, Digital & Technology teams, Legal, Risk and Compliance.
- Partner with Lending Sales team to assist with market opportunities for clients and prospects, including product awareness campaigns, market updates, prospecting opportunities, client communications, and Advisor book reviews.
- Work closely with Finance in the development and tracking of KPI metrics; create and maintain reporting to track & deliver key business results to leadership and sales leads.
- Partner with Finance and Treasury colleagues to manage P&L, understanding balance sheet constraints while monitoring capital constraints, funding costs, balances, and net interest margins.
- Possess a deep understanding of risk management and work closely with internal partners across risk, legal, compliance, supervision, and operations to ensure robust controls and prudent risk mitigants exist.
- Conduct competitive analyses on an ongoing basis to ensure we are staying ahead of the competition.
- Evaluate and improve upon various manual processes managed by the Lending team.
- Work closely with Marketing on the development of key Lending marketing materials.
- Provide general support on key product and sales initiatives, including but not limited to process development, project planning and management, communications development.
- Serve as subject matter expert on product offerings, including team representative on firm workstreams and initiatives across products.
Required Skills and Qualifications:
- 6-8 years of financial services product or wealth management experience
- Bachelor’s degree required
- Series 7, 66, & 24
- Advanced Microsoft Office skills including Excel and PowerPoint
- Superior analytical skills, including the ability to translate and synopsize complex data for decision-making
- Strong project management, problem-solving, and time management skills. Ability to perform well in a deadline-driven, fast-paced environment and prioritize competing timelines
- Exceptional communication & interpersonal skills – ability to cultivate and build strong relationships with colleagues at all levels
- Ability to actively work within a team environment while driving accountability for personal goals
Preferred qualifications, capabilities, and skills:
- Lending experience strongly preferred
- MBA preferred