Financial Institutions Group – Insurance Corporate Client Director
$96,500–$207,500 year
On-siteNew York City, New York, United States or Charlotte, North Carolina, United States
Job Summary
Independently manage a portfolio of tactical clients with primary responsibility for cross-sell, return generation, and First Line of Defense. Perform complex financial analysis, create high-impact presentation materials, and serve as direct support to Executive Directors for internal and external presentations. Mentor and develop staff including Analysts and Associates while managing priorities across multiple high-priority engagements. Provide support to Capital Markets businesses by assessing securities products and services for clients. Requires 7-8+ years of experience in banking, investment banking, or M&A, with Series 79 and 63 licenses. Located in Cincinnati, Ohio, with a total base pay range of $96,500.00 - $207,500.00 USD.
Required Qualifications
- Undergraduate degree
- 7 - 8+ years of experience in Banking, Investment Banking, M&A or Capital Markets
- 4+ years of corporate banking analysis and sales management
- Strong corporate finance and credit skills
- Underwriting experience
- Securities Industry Essentials (SIE) license
- Series 79 license
- Series 63 license
- Professional proficiency in finance, accounting, or a related field
- Leadership and collaboration skills across matrixed organizations and cross functional teams
- Excellent interpersonal, written, and verbal communication skills
- Strong project management capabilities
- Ability to lead teams and initiatives
- Deep understanding of financial markets, corporate strategy, and client engagement
- Ability to synthesize market intelligence into actionable insights and strategic recommendations
- Ability to obtain and maintain required securities licenses in accordance with company policy
Desired Qualifications
- Graduate degree
- Proven track record of success in working as a part of a team to originate, and close complex financial transactions
- Proven ability to pitch, win and execute on corporate finance ideas
- Excellent presentation skills, both oral and written
- Strong relationship building skills
- The ability to interact effectively with senior executives inside and outside our organization
- Higher degree of proficiency across Client Advisory & Relationship Management
- Higher degree of proficiency across Origination & Commercial Impact
- Higher degree of proficiency across Team Leadership & Development
- Higher degree of proficiency across Market Insight & Thought Leadership
- 8+ years of practical experience or advanced academic exposure
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