Director of Advisory Services
$225,000 plus bonus
USA - Remote
ShortList Recruitment has an exciting opportunity for a Director of Advisory Services to join a market-leading Financial Advisory firm.
The Director of Advisory Services is a key strategic role that supports a broad range of U.S.-based financial services clients with advice on credit risk, liquidity, and interest rate risk.
This is a mid-sized firm with an excellent history and good career development prospects.
The Director of Advisory Services role would suit an individual with a broad banking background who is looking to move into an environment that values autonomy and innovation.
Key responsibilities for this 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
Key qualifications for this role
- 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
The Director of Advisory Services role is fully remote, with a base salary up to $225,000 plus a performance bonus.
If you are interested in the Director of Advisory Services position, then please click APPLY NOW!