Senior Advisory Director, Balance Sheet Strategy

ALM First Group

Northern (KY)

Hybrid

USD 160,000 - 230,000

Full time

14 days+

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Job summary

ALM First Financial Advisors is seeking a senior relationship manager with deep banking knowledge to advise clients on balance sheet strategies and capital allocation. You will communicate investment and balance sheet strategies effectively to clients, guiding strategic decisions and optimizing financial performance.

Responsibilities include leading client meetings, coordinating internal experts, and ensuring exceptional ongoing client service.

Qualifications

10+ years of experience in a depository-focused role.
Demonstrated client-facing experience with financial institutions.
Broad knowledge of the banking business model with strategic balance sheet advice.

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.
Coordinate internal specialized resources to ensure recommendations are integrated within the client's broader balance sheet strategy.
Lead recurring client meetings, ALCO presentations, and annual onsite visits while maintaining consistent engagement.