Director - Financial Institutions Group - Banks Coverage

Societe Generale SA; New York (NY); On-site; USD 198,000 - 450,000; Full time

Job summary

Societe Generale is seeking a Director for the Financial Institutions Group – Banks Coverage in New York. You will manage premier client relationships, coordinate multi-product pitches, and drive cross-sell opportunities across corporate and investment banking offerings.

The role requires deep experience with banks and FI clients, strong English communication, and the ability to operate in an international deal-making environment. A strong network with Tier2 US banks is desired.

Qualifications

• 10–15 years of direct coverage experience with banks, asset managers, custody banks, or specialty finance companies.
• Track record of deals/partnerships and C-suite connections with Tier2 US banks.
• Strong understanding of Corporate & Investment Banking products, including DCM, structured finance, liquidity and payments, and balance sheet topics (RWA, capital, liquidity).
• Experience coordinating product partners and managing senior client relationships.
• Solid credit and risk management exposure with finance concepts and products.
• Ability to coordinate multi-product pitches and executions.
• Fluent English in an international deal-making environment.

Responsibilities

• Manage the overall client relationship for SG to be a long-term partner.
• Build a network across C-suite, decision-makers, dealers, and facilitators.
• Understand client requirements, identify gaps in coverage, and work with front office sales to pitch suitable solutions and services.
• Develop detailed client plans to establish pipeline opportunities for resource planning.
• Promote cross-selling to diversify revenue streams and support sustainable long-term business flow.
• Prepare presentations and marketing materials for client meetings and transaction execution.
• Monitor market trends and track client performance.
• Understand regulatory impacts (Basel III, Solvency II, MiFID) on client portfolios and SG offerings.

Skills

Bank coverage

C-suite network

CIB products

DCM & structured finance

Liquidity & payments

Risk management

English communication

Job description

Permanent contractSG Americas Securities# Director - Financial Institutions Group - Banks CoverageApply---New York, New York, United StatesSalary from $ 198,000 to $ 450,000Reference 26000M1SStart date 2027/01/04Publication date 2026/10/28## ResponsibilitiesGLBA is the Investment Banking division of SGCIB. It offers a global advisory approach focused on strategic dialogue with clients. GLBA offers clients the whole range of services offered by SG CIB and the Group, with a particular focus on investment banking and commercial banking activities. GLBA provides tailor-made solutions to corporate, financial institutions, the public sector and family offices.GLBA/FIG oversees the relationship and develop business with SG’s Financial Institution clients. The team is composed of Senior Bankers and Senior Relationship managers who are assigned a portfolio of clients and whose primary operational responsibilities are to:* Manage the overall client relationship for SG to be a long-term partner* Build network across C-suite, decision-makers, dealers, and facilitators* Understand client requirements, identify gaps in coverage, and work with front office salespeople to pitch suitable solutions and services* Develop detailed client plans to establish pipeline opportunities/ priorities for resource planning* Promote cross-selling, diversify revenue streams to support sustainable long-term business flow* Supporting business lines on risk related issues* Develop the Banks portfolio by generating additional NBI aligned with GBIS Strategic priorities, in a sustainable and profitable way* Perform economic and financial analysis on Key clients and prospects.* Conduct industry research including peers’ analysis, sector/country studies.* Prepare presentation and marketing materials for use in client meetings and transaction execution, covering topics such as financing alternatives, capital markets activity, capital structure advice, treasury services, and derivatives.* Conduct internal reviews and follow up action plan per client/portfolio: analyse business potential and cross selling opportunities, participate in meetings with salespeople to identify the opportunities/gaps.* Monitor Market trends and track client performance.* Understand the impact of new regulation, market evolution on Financial Institutions clients and SG offer (Basel III, Solvency II, and MIFID).## Profile required**Technical/Industry skills*** 10-15 years of direct coverage experience of banks, asset managers, custody banks, or specialty finance companies* Track records of deals/ strategic partnerships/C-suite connections built with Tier2 US banks in a previous role at another institutions* Strong understanding of: + Corporate & Investment Banking products + DCM, structured finance, liquidity and payments + Balance sheet topics (RWA, capital, liquidity, TLAC, funding)* Experience coordinating product partners and managing senior client relationships* Credit and risk management exposure* Has excellent knowledge of Finance concepts and Finance related products* Can coordinate multi-products pitch and execution* Can assist in the development of structured marketing plans* Has strong command of English in an international deal-making environment **Ethics and regulatory requirements*** Sets an example and demonstrates leadership in respect of conduct, behavioral and compliance culture matters; ensure the embedding of a positive culture of compliance within his/her perimeter and demonstrating more generally ‘doing the right thing’, with internal SG stakeholders, as well as to clients and markets with which his/her perimeter is engaged, to lead to the right outcomes in all material respects* Respects rules to protect firm’s interests* Pays attention to risk of breach of professional or business ethics* Acts to protect the firm’s and clients’ reputations* Is knowledgeable about the Risk & Compliance rules of his/her activity* Awareness and compliant with firm’s regulatory policies, including, inter alia, Insider information management, Chinese wall, Clear desk policies, personal investment policy, email classification, contact with investment research; Gift and entertainment policy, use of disclaimers in pitches or documents.## Business insightSociete Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.**OUR CULTURE:** At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)**DIVERSITY, INCLUSION & BELONGING (“DIB”):** Our DIB Mission: Recruit, develop, retain and advance a talented workforce that is united in our efforts to leverage our talent and further develop an inclusive environment that will enhance our competitive position and deliver innovative solutions to our clients. It seeks to foster an environment where employee differences are valued and where all employees feel engaged, supported, respected, and informed. For more information about our DIB initiatives, please visit this link: https://americas.societegenerale.com/en/careers/get-know-diversity/**USE OF AI GUIDELINES FOR CANDIDATES:** Société Générale permits responsible use of artificial intelligence (AI) in recruitment. Information provided by candidates must authentically reflect their own skills and experience. AI must not be used for real-time interview coaching, to complete assessments, or to generate responses during interviews. Misuse may undermine the integrity of the process and result in exclusion. This restriction does not apply to assistive technologies used for accessibility or disability-related purposes.**COMPENSATION:** Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.Societe Generale is an equal opportunity employer, and we are proud to make diversity a strength for our company. We are committed to recognizing and promoting the talents and achievements of our employees and staff, regardless of race, religion, color, national origin, sex, disability, age, gender, sexual orientation, and any other characteristic or status protected under applicable law.