Director of Advisory Services
ShortList Recruitment Limited
full-time
Posted on:
Location Type: Remote
Location: Remote • Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $250,000 per year
Job Level
Lead
About the role
- Serve as a trusted advisor to depository-institution clients, managing relationships with a focus on long-term success
- Consult with clients to develop balance sheet strategies aligned with their risk profile
- Partner with internal specialist teams to deliver coordinated, integrated solutions
- Oversee a seamless onboarding experience and deliver consistently high-quality service
- Conduct annual onsite visits and maintain continuous engagement throughout the client lifecycle
Requirements
- 10+ years of experience in a depository-focused role
- Deep expertise across the full banking model, including credit, liquidity, and interest rate risk
- Strong client-facing background with a track record of building long-term relationships
- Demonstrable analytical skills with the ability to translate complex market data into actionable insights
- Broad understanding of the banking business model, with proven ability to create value through strategic vision and execution
- Ability to design and implement capital allocation strategies aligned with client objectives and risk tolerance
- Knowledge of hedging strategies and applications for financial institutions
- Comprehensive understanding of banking regulations
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
balance sheet strategiescapital allocation strategieshedging strategiesanalytical skillsbanking regulationscredit riskliquidity riskinterest rate riskstrategic visionexecution
Soft skills
client-facingrelationship buildingconsultative skillscommunicationproblem-solvingengagementservice orientationteam collaborationadaptabilitystrategic thinking